Billing Operations Specialist — Optimize Invoicing & Payments

Pleo; Lisbon (IA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Pleo card

Lunch provided or allowance

Private healthcare

25 days holiday plus public holidays

5 additional days via salary sacrifice

Mental health support via MyndUp

Paid parental leave

Job summary

Pleo is seeking a Billing Operations Analyst to join our Finance Team. You’ll review credit notes, invoicing, refunds, and SOPs, helping to drive accurate billing and smoother operations across teams.

Ideal candidates have 1+ year in finance/operations, strong Excel skills, experience with billing or ERP systems, and a proactive, curious mindset. You’ll collaborate with Finance, Sales and Engineering to improve processes and support growth.

Qualifications

• 1+ year experience in a Finance/Accounting/Operations related field
• Advanced Excel skills with formulas and pivot tables; SQL knowledge is a nice to have
• Ability to work independently to manage workload and identify opportunities
• Experience troubleshooting and addressing complex customer queries professionally
• Experience with Billing systems and ERP systems is a plus
• Proactive and curious approach to work and process improvement

Responsibilities

• Review, approve & process credit note requests
• Review contracts & account setup accuracy when needed
• Answer internal billing questions in a timely & professional manner
• Guide GTM & other teams on billing best practices
• Reissue invoices
• Create & maintain SOPs
• Process refunds
• Drive internal projects from concept to completion
• Complete Month-End Close activities as required

Skills

Finance experience

Advanced Excel

SQL knowledge

Independent work

Customer queries

Billing & ERP experience

Curious mindset

Tools

Billing systems

ERP systems

Job description

Pleo is seeking a Billing Operations Analyst to join our Finance Team. You’ll review credit notes, invoicing, refunds, and SOPs, helping to drive accurate billing and smoother operations across teams.

Ideal candidates have 1+ year in finance/operations, strong Excel skills, experience with billing or ERP systems, and a proactive, curious mindset. You’ll collaborate with Finance, Sales and Engineering to improve processes and support growth.