Credit to Cash Senior Operations Analyst

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

Job summary

BDO USA, LLP in San Francisco is seeking a Credit to Cash Senior Operations Analyst to monitor and resolve day-to-day billing and contract administration issues across regions. The role supports regional finance, communicates with client facing professionals, and helps develop firm-wide policies and procedures.

You will lead onboarding and mentoring of staff, manage unbilled receivables, coordinate onsite support for locations, and drive improvement projects to ensure timely billing and accurate

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics with 2+ years in billing/contract management, or equivalent experience.
• Experience in a professional services firm preferred; supervisory experience is a plus.
• Proficiency with Word and Excel mandatory; Oracle Cloud or similar time/billing software preferred.

Responsibilities

• Provide billing and contract administration direction and support to client-facing professionals and lead analysts.
• Identify root causes and resolve complex billing issues through coordination with regional finance and stakeholders.
• Mentor and train staff on billing policies, procedures, and best practices.
• Lead billing and contract administration improvement projects in locations as directed.
• Collaborate with Regional Finance, Principals, and Office Managing Principals to understand needs.

Skills

Communication

Time management

Attention to detail

Multitasking

Confidentiality

Independent judgment

Customer service

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Microsoft Office (Word & Excel)

Oracle Cloud / time & billing software

Job description

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

Qualifications, Knowledge, Skills & Abilities:

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