Billing Analyst

Realm Health•Dallas, TX

About The Position

The Billing Analyst is a key member of the billing department responsible for ensuring accurate, timely, and compliant billing processes across the organization. In this full-time role, you will leverage your expertise in data analysis, financial reporting, and reconciliations to manage complex billing cycles, identify discrepancies, and support decision-making with clear financial insights. As part of a shared services team, you will not only support the primary business but also multiple affiliated entities within the company portfolio, partnering closely with operations, finance, and client-facing teams. This position is ideal for a detail-oriented professional with a strong grounding in accounting principles, a passion for data accuracy, and the ability to navigate regulatory requirements—particularly in an insurance agency or brokerage environment.

Requirements

Bachelors Degree in Accounting, Finance, Business or releated field or equivalent experience.
2+ years of experience in a billing, accounting, or financial analysis role, preferably within a shared services or multi-entity environment.
Demonstrated ability in data analysis and visualization to interpret financial and billing data and present findings clearly.
Advanced proficiency in Microsoft Excel (e.g., complex formulas, pivot tables, lookups, data validation, and basic macros).
Hands-on experience with financial reporting and account reconciliations, including accounts receivable and revenue-related accounts.
Solid understanding of fundamental accounting principles and how they apply to billing and revenue recognition.
Exceptional attention to detail with a track record of producing accurate, error-free work in a high-volume environment.
Strong critical thinking and problem-solving skills, with the ability to investigate and resolve complex billing discrepancies.
Working knowledge of regulatory compliance considerations relevant to billing and financial reporting; familiarity with insurance-related regulations is a plus.
Comfort working in a shared services model, supporting multiple businesses or entities with differing requirements and timelines.
Effective communication skills in English, both written and verbal, with the ability to explain billing issues to non-financial stakeholders.
Proficiency with accounting or ERP systems and billing platforms; ability to learn new financial systems and tools quickly.
Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.

Nice To Haves

Prior experience working for an insurance agency or brokerage is strongly preferred.

Responsibilities

Prepare, process, and review billing statements, invoices, and adjustments for multiple businesses and entities within the company portfolio in a shared services environment.
Perform detailed reconciliations of accounts receivable, premium billings, commissions, and related general ledger accounts to ensure accuracy and completeness.
Analyze billing data to identify trends, discrepancies, and process gaps; propose and implement corrective actions and improvements.
Maintain and enhance billing schedules, reports, and dashboards using advanced Microsoft Excel and data visualization tools.
Collaborate with internal stakeholders, including Accounting, Finance, Operations, and Client Service teams, to resolve billing issues and support cross-functional initiatives.
Ensure billing practices comply with internal policies, accounting standards, and applicable regulatory requirements, particularly within the insurance sector.
Assist with month-end and quarter-end close activities related to billing, revenue, and receivables, including preparation of supporting schedules and documentation.
Support audits and internal reviews by providing detailed billing records, reconciliations, and explanations of variances.
Monitor and track outstanding balances, help identify at-risk accounts, and collaborate with collections or account management teams as needed.
Contribute to the development and documentation of standard operating procedures for billing processes across different entities.
Participate in system enhancements, testing, and implementation related to billing, accounting, or reporting tools.
Provide ad hoc financial and billing analyses to management, helping to inform pricing, profitability, and operational decisions.
Develop and execute data-driven recovery strategies for delinquent accounts by conducting root-cause analyses of payment delays and implementing process improvements.
Manage the full lifecycle of high-risk accounts, including leading negotiations for complex payment plans and overseeing transitions to the legal or cancellation phase, while ensuring compliance with insurance-specific regulatory standards.
Other duties as assigned.