Billing Analyst I

Robert Half • San Ramon, CA

10d • $49,000 - $72,000

About The Position

Robert Half is seeking a Billing Analyst to analyze client billing requirements and determine effective billing and invoicing setups. The role works with Field Sales offices, support staff, clients, and the Billing Production team to support accurate invoice setup, distribution, issue resolution, and customer service. It also contributes to financial adjustments and reporting, sales tax support, system testing, process improvements, and compliance with company policies, internal controls, and Sarbanes-Oxley requirements.

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 (Excel, Word, and Outlook), 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 the ability to prioritize responsibilities.
• Ability to work as a team player and independently complete tasks in a coordinated environment.
• Ability to demonstrate customer service skills 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 appropriate master data and invoicing setup, including whether manual or systematic setup is needed.
• Create client profiles and instructions for invoice special handling and distribution by the Production team.
• Resolve invoicing issues and system invoice errors.
• Prepare inter-unit and intercompany adjustments, rebates, account reconciliations, and internal reports.
• Prepare rebate calculations and related journal entries, and create 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 Robert Half 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; eligible employees 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 an employer match of 100% on the first 3% of eligible employee contributions.

What This Job Offers

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