Senior Billing & Contracts 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

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.