Northeast Billing Analyst

SmartestEnergy•Syracuse, NY

9d•Hybrid

About The Position

The Billing Analyst supports monthly invoicing for retail customers and performs daily billing processes, verifies customer rates, and assists with product setup in the billing system. The analyst is a primary user of SmartestEnergy’s Billing System and Salesforce CRM and helps maintain strong relationships with business partners. This is a hybrid role requiring 2–3 days of in-office work from either the Syracuse, NY or Houston, TX office. The anticipated base salary range is $60,000–$80,000, and the position is eligible to participate in the company bonus.

Requirements

Minimum of 1–3 years of Billing and/or Operations experience.
Bachelor’s degree in Finance, Business Administration, Computer Science, Data Analytics, or a related field, or equivalent work experience.
Strong analytical and problem-solving abilities.
Proficiency in Microsoft Office, especially Excel.
Excellent attention to detail, strong work ethic, and commitment to continuous improvement.
Ability to work collaboratively within and across teams.
Solution-oriented approach and commitment to success and continuous improvement.
Ability to work under tight time constraints and pressure.
Strong organizational and time-management skills, with the ability to prioritize tasks effectively and efficiently.
Advanced Excel skills, including pivot tables, lookup functions, data validation, and variance analysis.
Ability to translate complex billing data into clear findings, actionable recommendations, and concise reporting for business stakeholders.
Experience defining and monitoring billing performance metrics, investigating anomalies, and documenting data-driven process improvements.
Working knowledge of retail-energy contracts, utility tariffs, billing determinants, interval and non-interval usage, EDI transactions, and market-specific billing requirements.
Experience investigating unbilled accounts, invoice exceptions, adjustments, rebills, and customer disputes.
Ability to document calculations, decisions, approvals, and correction evidence in an audit-ready manner.
Ability to distinguish routine billing exceptions from issues requiring escalation.
Strong written and verbal communication skills for explaining billing calculations and complex issues.

Nice To Haves

Minimum 1–3 years of experience working in retail energy and/or billing.
Knowledge of utility billing programs and EDI.
Understanding of billing functions and/or Accounts Receivable.
Experience with Power BI, SQL, or similar reporting tools.
Experience with VxRetail or a comparable retail-energy billing system.
Familiarity with Salesforce, utility data, customer contracts, reporting tools, and cross-system reconciliation.

Responsibilities

Ensure billing accuracy by analyzing billing summaries, verifying account numbers and customer billing terms, and resolving billing rejections.
Maintain billing curves and components in the billing system.
Perform calculations in billing models and systems to generate accurate customer rates.
Assist with setup of complex products in the billing system.
Generate customer invoices and review them for accuracy.
Coordinate with Sales and Account Management to ensure products are set up correctly.
Review exception reports and make corrections as needed.
Analyze billing trends, usage data, rate variances, and invoice exceptions to identify root causes and recommend corrective actions.
Develop and maintain recurring billing reports, dashboards, and key performance indicators to monitor accuracy, timeliness, rejection rates, and outstanding exceptions.
Reconcile data across the Billing System, Salesforce CRM, utility data, and customer contracts to validate completeness and consistency.
Use historical billing and consumption data to support forecasting, variance analysis, and continuous process improvement.
Execute assigned billing cycles and confirm invoice readiness by reviewing usage, rates, tax status, product configuration, customer billing terms, special instructions, and outstanding pre-bill exceptions.
Identify, investigate, document, and follow through on unbilled accounts, rejected transactions, disputed invoices, billing adjustments, and cancel-and-rebill activity.
Perform pre-bill and post-bill quality-control reviews, including completeness checks, control totals, variance analysis, duplicate-bill review, and validation of high, negative, zero-usage, or out-of-tolerance invoices.
Investigate EDI, utility-data, enrollment, usage, and account-status exceptions and coordinate resolutions with Market Operations, Customer Care, utilities, and other stakeholders.
Review customer contracts and approved billing instructions to confirm rates, pass-throughs, resets, billing methods, and invoice presentation are applied correctly.
Support billing inquiries and disputes with calculation support, root-cause identification, and coordination of timely corrective action.
Participate in user acceptance testing, billing-model validation, dashboard validation, process documentation, cross-training, and implementation of billing-system or product changes.
Escalate complex products, unsupported adjustments, material variances, control failures, and recurring defects to senior Billing resources or management.