Billing Analyst

Clearwater Analytics•Boise, ID

21h

About The Position

The Billing Specialist will support billing functions and play a key role in invoicing, billing, contract review, collections, and maintaining accurate records. This role provides value-added service to internal and external partners, requiring the ability to prioritize and plan. Success in this position involves investigating and resolving complex billing issues, navigating multiple systems and billing structures, and building trusted relationships across the business. The Billing Specialist serves as a critical link between clients, contracts, and revenue, directly impacting client satisfaction and financial accuracy. Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. Its single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle, integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Clearwater supports over $8.8 trillion in assets globally, serving leading insurers, asset managers, hedge funds, banks, corporations, and governments.

Requirements

Bachelor's degree with major coursework in Accounting, Finance, or Business
1+ years of experience in accounting and/or billing; previous experience in collections and/or billing strongly preferred
Knowledge of electronic and manual billing procedures
Strong Microsoft Suite skills, including Excel, Word, and PowerPoint
Excellent written and verbal communication skills for client-facing and cross-departmental interactions
Strong analytical skills with the ability to analyze data and make informed decisions
Detail-oriented with the ability to adapt to changes in workflow and competing priorities
Ability to handle and prioritize multiple tasks while working independently
Thrives in a results-driven, team-oriented culture
Experience with SaaS or technology companies, preferably in a usage-based or market-value billing environment

Nice To Haves

Experience working across multiple billing platforms or complex billing structures
Familiarity with commercial contract review and interpretation
Experience supporting audit requests and month-end close processes
Exposure to FP&A reporting or revenue recognition concepts
Experience with Alteryx or similar data automation tools

Responsibilities

Execute end-to-end billing processes across a broad range of products, services, and billing platforms
Perform usage-based billing calculations aligned with market value pricing and contractual terms
Create and maintain billing schedules derived from commercial contracts
Perform manual billing processes as needed to support complex or non-standard client arrangements
Set up and review product and service additions, modifications, and terminations
Manage the monthly close and reporting process across multiple deadlines, including threshold checking, invoicing preparation, and closing invoicing
Complete account reconciliations and support journal entry preparation as part of month-end procedures
Gather and organize billing documentation to support internal and external audits
Respond to client inquiries regarding invoices, conducting thorough investigations to resolve billing irregularities and discrepancies
Address billing questions from both external clients and internal stakeholders with accuracy and professionalism
Continually monitor and update customer interaction documentation in support of collections activities
Leverage dispute negotiation skills to reach timely and professional resolutions with clients
Partner closely with Sales, Client Services, Legal, Development, and FP&A teams to support billing accuracy and process improvements
Translate complex contractual and commercial terms into accurate billing outcomes
Work effectively under tight time constraints driven by departmental and contractual deadlines