Credit to Cash Senior Operations Analyst
About The Position
The Credit to Cash Senior Operations Analyst monitors and facilitates resolution of day-to-day billing and contract administration activities, including assigned regional support. The role contributes to firm-wide billing and contract administration policies and procedures and coordinates at the first level with transactional managers and lead analysts. The Senior Operations Analyst supports client-facing professionals and lead analysts, investigates and resolves complex billing and setup issues, provides training, and serves as a subject matter expert on the financial system’s customer billing configurations and processes. The position also supports regional billing needs, responds to client and internal inquiries, monitors unbilled accounts receivable, mentors lead analysts, and leads local improvement projects and onsite support.
Requirements
- Bachelor’s degree in Finance, Accounting, or Economics and at least two years of experience in billing and/or contract management; alternatively, a high school diploma or GED and at least five years of experience in billing and/or contract management.
- Proficiency with Microsoft Office Suite, specifically Word and Excel.
- Superior verbal and written communication skills.
- Independent judgment and decision-making skills in remediating complicated billing requirements.
- Ability to work and communicate effectively with professionals at all levels.
- Superior customer service skills.
- Ability to work in a deadline-driven environment, manage multiple projects and tasks, and maintain attention to detail.
- Ability to multitask successfully while working independently or in coordination with other core business services professionals.
- Ability to understand and maintain the confidentiality of all information.
- Excellent time management skills.
Nice To Haves
- Professional services firm experience.
- Two years of supervisory experience.
- Experience with Oracle Cloud or similar time and billing software.
Responsibilities
- Provide billing and contract administration direction and support to client-facing professionals and lead analysts.
- Investigate, identify root causes, and resolve complex setup and billing issues using firm best practices in coordination with client-facing professionals, lead analysts, and regional finance.
- Resolve first-level issues escalated by lead analysts or client-facing professionals.
- Train new and existing staff on the firm’s billing and contract administration policies, procedures, and best practices.
- Serve as a subject matter expert on the financial system, including customer billing configurations, billing processes, and best practices.
- Review identified billing and contract administration issues and update departmental procedures and knowledge-based articles.
- Lead billing and contract administration improvement projects in individual locations, as directed.
- Work with Regional Finance, Principals, and Office Managing Principals to understand the billing and contract administration needs of assigned regions.
- Research and respond to client questions received through the BDO eBill portal.
- Research and provide timely responses to internal billing and contract administration inquiries.
- Assist in monitoring unbilled accounts receivable by business line and follow up with appropriate individuals to ensure timely billing.
- Mentor and assist in the development of lead analysts.
- Coordinate and lead onsite support for existing locations and expansions.
- Perform other duties as required.
Benefits
- Employee stock ownership plan (ESOP), providing participants a stake in the firm’s success through beneficial ownership.
- Comprehensive compensation and Total Rewards benefits offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
