Billing Analyst I

Robert Half • San Ramon, CA

9d

About The Position

Robert Half is seeking a Billing Analyst to join a team that analyzes clients’ special billing requirements and determines appropriate billing and invoicing setups. The team works with Field offices and clients to select setups that meet client needs and support effective invoicing. It troubleshoots billing and invoicing issues, responds to customer service inquiries, identifies emerging business requirements, and works with Billing Production to create templates and special billing profiles for invoice distribution.

The role also supports account adjustments, rebates, reconciliations, reporting, and sales tax research. The analyst provides customer service to internal and external clients, participates in system testing and process improvements, and follows company policies, internal controls, and Sarbanes-Oxley requirements. Special projects may also be assigned.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or equivalent relevant work experience.
• With a degree, at least 3 years of experience in a financial or accounting position emphasizing billing; without a degree, at least 5 years of experience.
• Strong analytical skills, excellent reconciliation experience, and sound working knowledge of accounting.
• Prior experience with an ERP system and in a high-volume processing environment.
• Proficiency in Microsoft Office, including Excel, Word, and Outlook, as well as 10-key and Windows applications.
• Ability to communicate ideas clearly and concisely, verbally and in writing, in a professional business setting.
• Highly organized, detail-oriented, and service-oriented, with problem-solving ability and skill in prioritizing responsibilities.
• Ability to work as a team member and independently complete tasks in a coordinated environment.
• Ability to demonstrate customer service and a high level of professionalism.
• Ability to grasp new concepts, including technology.

Nice To Haves

• Experience with PeopleSoft Financials is preferred.
• Experience with web billing platforms such as Ariba and Coupa is preferred.

Responsibilities

• Analyze client requirements and determine effective master data and invoicing setup, including whether setup should be manual or systematic.
• Create client profiles and instructions for the Production team covering special invoice handling and distribution.
• Resolve invoicing issues and system invoice errors.
• Prepare inter-unit and intercompany adjustments, rebates, account reconciliations, and internal reports.
• Calculate rebates, create related journal entries, and prepare client check requests.
• Research and resolve sales tax calculations, exemptions, and invoicing issues; review tax certificates and provide tax guidance.
• Provide customer service to internal and external clients as part of the Billing Customer Service team.
• Investigate and resolve Bonus Investigations Reports (BIRs) or sales bonus inquiries.
• Participate in User Acceptance Testing for system or technology changes, upgrades, and enhancements.
• Identify or contribute to process improvements.
• Adhere to company policies and procedures, internal controls, and Sarbanes-Oxley requirements.
• Handle special projects as assigned.

Benefits

• Group health insurance benefits, including medical, vision, and dental coverage.
• Flexible spending account (FSA) and health savings account (HSA) healthcare accounts.
• Life and accident insurance.
• Adoption and fertility assistance.
• Paid parental leave of up to 6 weeks.
• Short- and long-term disability coverage.
• Paid time off for vacation, personal needs, and sick time; new hires earn up to 17 days of Choice Time Off per calendar year, prorated based on hours worked per week and varying by years of service.
• Up to 11 paid holidays per calendar year.
• Company 401(k) savings and investment plan or deferred compensation plan, if eligible, with a 100% employer match on the first 3% of eligible employee contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level