Utility Billing Analyst

Agility Recruiting; Oakland (CA); Hybrid; USD 85,000 - 91,000; Full time

Benefits offered by this job

Hybrid schedule

Employee Stock Ownership Plan

4 weeks PTO

Full benefits package

Remote tech setup provided

Job summary

Agility Recruiting is seeking a Cost Optimization Analyst in the Bay Area to analyze client cost data, build Excel models, and deliver data-driven recommendations to reduce operating expenses. The role supports audits and cost-billing processes while benchmarking clients for data accuracy and identifying overpayments.

The position offers a hybrid work schedule with in-office collaboration three days a week, a strong stock ownership plan, and a generous benefits package suited for a growing,

Qualifications

• Four-year degree is required.
• 2+ years as a Data Analyst or similar role.
• Strong Excel skills; SQL/Salesforce/Access are a plus.
• Sharp analytical thinking and attention to detail.
• Strong communication and organizational skills.
• Independent, deadline-driven work style.

Responsibilities

• Analyze client cost data and build Excel models to identify savings opportunities.
• Deliver data-driven recommendations for optimizing recurring expenses.
• Generate true-up reports and support the audit process, including vendor communications on rate or billing changes.
• Benchmark clients to spot data anomalies.
• Support third-party cost optimization and billing audit calculations.
• Identify overpayment or exemption opportunities within regulated cost categories.
• Interpret complex billing structures and rate schedules.
• Help build cost audit models.

Skills

Excel

SQL

Salesforce

Access

Attention to detail

Communication

Education

Bachelor's degree (4-year)

Tools

Excel

SQL

Salesforce

Access

Job description

Cost Optimization Analyst — Bay Area Firm

About the Role

A privately owned, employee-held advisory firm is looking for a Cost Optimization Analyst to join a growing, highly profitable team. This company has spent decades helping businesses reduce operating costs, without asking clients to put up any capital. They serve thousands of clients nationwide with an outstanding retention rate and are recognized as a leader in their space.

What You'll Do

• Analyze client cost data and build Excel models to identify savings opportunities
• Deliver data-driven recommendations for optimizing recurring expenses
• Generate true‑up reports and support the audit process, including vendor communications on rate or billing changes
• Benchmark clients to spot data anomalies
• Support third‑party cost optimization and billing audit calculations
• Identify overpayment or exemption opportunities within regulated cost categories
• Interpret complex billing structures and rate schedules
• Help build cost audit models

What You Bring

• Four‑year degree
• 2+ years of hands‑on experience as a Data Analyst or similar
• Strong Excel skills; SQL, Salesforce, or Access experience a plus
• Sharp analytical thinking and attention to detail
• Strong communication and organizational skills
• Comfortable working independently and meeting deadlines

What You'll Get

• Competitive base pay plus bonus plan
• Hybrid schedule (3 days in office) with full remote tech setup provided
• Employee Stock Ownership Plan with a 20+ year track record of growth
• Generous PTO (4 weeks to start) plus holidays
• Full benefits package: medical, dental, vision, life, 401(k)
• A fun, high‑energy team culture with regular social events

Compensation: $85,000–$91,000/yr base, depending on experience

Compensation:
$91,000 per year