Credit to Cash Senior Operations Analyst

BDO USA; San Diego (CA); On-site; USD 68,000 - 82,500; Full time

Job summary

BDO USA is seeking a Credit to Cash Senior Operations Analyst to monitor day-to-day billing and contract administration activities and support regional needs. This role collaborates with transactional managers and lead analysts to enforce firm policies and drive process improvements.

The ideal candidate will have a finance or accounting background, experience in professional services billing, and strong communication skills.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics with 2+ years in billing/contract management.
• Or High School diploma with 5+ years in billing/contract management.
• Professional services firm experience preferred.
• Two years of supervisory experience preferred.

Responsibilities

• Provide billing and contract administration direction and support to client facing professionals and lead analyst.
• Investigate, identify root causes and resolve complex set up and billing issues utilizing firm best practices through coordination with client facing professionals, lead analysts and regional finance.
• Provide resolution for first level issues escalated by the lead analysts or client facing professionals.
• Train new and existing staff on the firm’s billing and contract administration policies, procedures and best practices.
• Serve as a SME of the financial system relating to customer billing configurations, billing process and best practices.
• Review identified billing and contract administration issues, and update departmental procedures and Knowledge Based articles.
• Lead billing and contract administration improvement projects in individual locations, as directed.
• Work with Regional Finance, Principals and OMP to understand billing and contract administration needs of assigned region(s).
• Research and respond to client questions via the BDO eBill portal and internal inquiries.
• Assist in monitoring unbilled accounts receivables by business line and follow up as needed.
• Mentor and assist in the development of lead analysts.
• Coordinate and lead onsite support for existing locations and expansions.

Skills

Communication skills

Judgment

Stakeholder communication

Customer service

Deadline-driven

Multitasking

Confidentiality

Time management

Education

Bachelor’s degree in Finance/Accounting/Economics

High School Diploma + 5+ years experience

Tools

Microsoft Word

Microsoft Excel

Oracle Cloud

Job description

Job Description

The Credit to Cash Senior Operations Analyst is responsible for monitoring and facilitating issue resolution for the day-to-day activities of the billing and contract administration team, as well assigned regional support. The Senior Analyst actively provides input in the development of firm wide billing and contract administration policies and procedures and is responsible for first level coordination with transactional managers and lead analysts.

Job Summary

The Credit to Cash Senior Operations Analyst is responsible for monitoring and facilitating issue resolution for the day-to-day activities of the billing and contract administration team, as well assigned regional support. The Senior Analyst actively provides input in the development of firm wide billing and contract administration policies and procedures and is responsible for first level coordination with transactional managers and lead analysts.

Job Duties

• Provides billing and contract administration direction and support to client facing professionals and lead analyst
• Investigates, identifies root causes and resolves complex set up and billing issues utilizing firm best practices through coordination with client facing professionals, lead analysts and regional finance
• Provides resolution for first level issues escalated by the lead analysts or client facing professionals
• Trains new and existing staff on the firm’s billing and contract administration policies, procedures and best practices
• Serves as a subject matter expert (SME) of the financial system relating to customer billing configurations, billing process and best practices
• Reviews identified billing and contract administration issues, and updates departmental procedures and Knowledge Based articles
• Leads billing and contract administration improvement projects in individual locations, as directed
• Works in concert with Regional Finance, Principals and Office Managing Principals (OMP) to understand billing and contract administration needs of assigned region(s)
• Researches and responds to client questions received through the BDO eBill portal
• Researches and provides timely response to internal billing and contract administration inquires
• Assists in monitoring unbilled accounts receivables (UAR) by business line, and follow-ups with the appropriate individuals to insure the UAR is billed in a timely manner
• Mentors and assists in the development of lead analysts
• Coordinates and leads onsite support for existing locations and expansions
• Other duties as required

Supervisory Responsibilities

• N/A

Education

• Bachelor’s degree in Finance, Accounting, or Economics and two (2) or more years of experience within a billing and/or contract management role, required; OR High School Diploma/GED and five (5) or more years of experience within a billing and/or contract management role, required

Experience

• Professional services firm experience, preferred
• Two (2) years of supervisory experience, preferred

License/Certifications

• N/A

Software

• Proficiency with Microsoft Office Suite, specifically Word and Excel, required
• Oracle Cloud or similar time and billing software experience, preferred

Language

• N/A

Other Knowledge, Skills, & Abilities

• Superior verbal and written communication skills
• Exhibits independent judgment and decision-making skills in the remediation of complicated billing requirements
• Ability to work and communicate effectively with professionals at all levels
• Superior customer service skills
• Ability to work in a deadline-drive environment, and handle multiple projects and tasks with an attention to detail
• Ability to successfully multi-task while working independently or in coordination with other core business services professionals
• Understands and maintains the confidentiality of all information
• Excellent time management skills

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $68,000 - $82,500

Maryland Range: $68,000 - $82,500

NYC/Long Island/Westchester Range: $68,000 - $82,500

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"