Financial & Billing Analyst

Autosoft DMS; United States; On-site; USD 70,000 - 95,000; Full time

Job summary

Autosoft DMS in the United States is seeking a Financial & Billing Analyst who combines meticulous billing with data analysis to support revenue processes across Salesforce, Sage, Excel and Planful. You will own recurring billing and commission calculations, and collaborate with Sales, Customer Success, and Finance to ensure accurate, timely invoicing.

The role requires strong Excel skills, experience with CRM/ERP systems, and the ability to translate financial data into clear insights for

Qualifications

• Strong analytical and problem-solving skills with high attention to detail.
• Advanced Excel skills including pivot tables, XLOOKUP, SUMIFS, and large data reconciliation.
• Experience with CRM and ERP systems, preferably Salesforce CRM and Sage 300.
• Ability to manage recurring monthly processes and meet deadlines in a dynamic environment.
• Experience in SaaS or recurring-revenue business is a plus.

Responsibilities

• Support core billing operations and analytics across Finance.
• Own monthly billing and commission calculations.
• Assist FP&A with forecasts, schedules, and reporting.
• Maintain data models and improve Salesforce CPQ and billing workflows.

Skills

Advanced Excel

Analytical skills

Billing & OTC

Salesforce CRM

Sage 300

GAAP knowledge

Data reconciliation

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

Salesforce

Sage

Planful

Excel

Job description

Who You Are

The Financial & Billing Analyst, is a detail-oriented, analytical finance professional who combines strong billing execution with data analysis and problem-solving. This role is responsible for accurate and timely billing, monthly sales commission calculations, pricing analysis, and selected financial planning and analysis support. The analyst works across Salesforce, Sage, Excel, Planful and other finance systems to reconcile data, investigate discrepancies, and improve the accuracy and efficiency of recurring processes. Success in this role requires strong technical skills, sound judgment, and the ability to translate financial and operational data into clear, actionable information for Finance and business partners.

Who You Are

The Financial & Billing Analyst, is a detail-oriented, analytical finance professional who combines strong billing execution with data analysis and problem-solving. This role is responsible for accurate and timely billing, monthly sales commission calculations, pricing analysis, and selected financial planning and analysis support. The analyst works across Salesforce, Sage, Excel, Planful and other finance systems to reconcile data, investigate discrepancies, and improve the accuracy and efficiency of recurring processes. Success in this role requires strong technical skills, sound judgment, and the ability to translate financial and operational data into clear, actionable information for Finance and business partners.

*Applicants must be authorized to work in the US without needing sponsorship now or in the future. All applicants must be US based.*

What You Will Do

As a Financial & Billing Analyst, you will support core billing operations while providing analytical support across Finance. You will own recurring processes such as billing and commission calculations, support pricing and revenue-related analyses, and assist FP&A with defined schedules, reporting, and ad hoc analysis. You will partner closely with Sales, Customer Success, Finance/Accounting, and other teams to ensure accurate data, timely execution, and continuous process improvement.

Responsibilities

• Billing & Order Management
  • Manage recurring and one-time billing in alignment with contract terms and internal policies.
  • Review closed sales orders for completeness and accuracy, including customer details, products, pricing, quantities, billing and payment terms, and required supporting information.
  • Generate and distribute accurate customer invoices and maintain current customer and billing data in Salesforce CRM and Sage ERP.
  • Collaborate with Sales and other stakeholders to resolve incomplete or inaccurate order information and support timely billing and revenue processing.
  • Investigate and resolve billing discrepancies; provide supporting documentation or clarification to assist collection efforts as needed.
  • Perform open-order reviews as part of the month-end close process and communicate status and outstanding items to the appropriate teams.
  • Support periodic reviews of billing schedules and revenue-related data to ensure completeness, accuracy, and audit readiness.
• Sales Commissions
  • Own the monthly sales commission calculation process in accordance with approved compensation plans for commission-based teams.
  • Compile, validate, and reconcile sales, billing, and customer data used in commission calculations; investigate and resolve exceptions before payout.
  • Coordinate with Finance and leadership to validate commission results, resolve questions, and provide timely and transparent reporting.
  • Maintain commission calculation models and supporting documentation and assist with analysis of proposed compensation plan changes.
• Pricing & FP&A Support
  • Support monthly and ad hoc customer price increase initiatives, including modeling financial impact by customer, product, or revenue category and validating approved changes.
  • Prepare recurring and ad hoc analysis of billing, revenue, customer, and pricing trends, including variance and exception analysis.
  • Assist FP&A with defined forecast and budget inputs, supporting schedules, recurring reporting, and other analytical requests.
  • Build and reconcile datasets used by Finance leadership to support decision-making and identify trends or data inconsistencies.
• Systems, Data & Process Improvement
  • Develop and maintain models in both Excel and in the FP&A system, reconciliations, and reporting tools that improve the accuracy and efficiency of recurring Finance processes.
  • Identify and recommend improvements to Salesforce CPQ, billing workflows, and related Finance processes; partner with internal teams on implementation and validation.
  • Perform data validation across Salesforce, Sage, and other financial systems and investigate the root cause of discrepancies.
  • Maintain and update billing, commission, and analytical procedures and documentation to support consistency, training, and audit readiness.
  • Perform other duties as needed to help drive our vision, fulfill our mission, and abide by our values.
• Supervisory Responsibilities
  • None

What You Will Need

• Required Skills/Abilities:
  • Strong analytical and problem-solving skills with exceptional attention to detail and accuracy.
  • Advanced Excel skills, including pivot tables, XLOOKUP or similar lookup functions, SUMIFS, advanced formulas, data reconciliation, and manipulation of large datasets.
  • Ability to manage recurring monthly processes, multiple priorities, and deadlines independently in a dynamic environment.
  • Strong communication and interpersonal skills with the ability to build trusted partnerships across Finance, Sales, Customer Success, and other teams.
  • Ability to identify data inconsistencies, investigate root causes, and clearly explain findings and recommended next steps.
  • Experience working with CRM and ERP systems; Salesforce CRM and Sage 300 experience preferred.
  • Working knowledge of billing, order-to-cash, recurring revenue processes, and the relevance of GAAP to billing and revenue activities.
• Preferred Skills
  • Prior experience in a SaaS, software, or recurring-revenue business.
  • Experience calculating sales commissions or supporting incentive compensation processes.
  • Experience with pricing analysis, financial analysis, or FP&A support.
  • Familiarity with Salesforce CPQ, Power Query, Power BI, Planful, or similar reporting and planning tools.
• Experience
  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent relevant experience.
  • Three to five years of experience in billing, financial analysis, finance operations, accounting, sales operations, order-to-cash, or a related analytical role.
• Physical Requirements
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Autosoft provides equal employment opportunities (EEO) to all employees and applicants for employment with regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

Autosoft hires the best qualified candidate for the job, without regard to protected characteristics.

Note

The statements herein are intended to describe the general nature and levels of work performed by employees, but are not a complete list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Autosoft provides equal employment opportunities (EEO) to all employees and applicants for employment with regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

Autosoft hires the best qualified candidate for the job, without regard to protected characteristics.

For California applicants: https://autosoftdms.com/notice-to-ca-employees-applicants/