Financial & Billing Analyst

DataSpring

6d•$70,000 - $90,000•Remote

About The Position

The Financial & Billing Analyst supports DataSpring’s monthly customer billing cycle end to end, transforming raw usage and transactional data into invoice-ready outputs. This Finance role works daily with Billing Operations, Accounting, and department heads. In addition to executing the billing calendar, the analyst builds and maintains SQL/Python queries, Databricks workflows, validation controls, and Power BI dashboards to keep billing accurate, auditable, and repeatable. The role also contributes to month-end journal entries, recurring revenue reporting, the annual audit, and the budget and forecast process. This is a hands-on role for a detail-oriented analyst with strong SQL and advanced Excel skills and working knowledge of billing and revenue recognition. It is a full-time, remote, exempt position reporting to the Director, Financial Planning & Analysis.

Requirements

Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
1–3 years of experience in billing operations, financial analysis, accounting, or a related function.
Experience supporting monthly billing and invoicing cycles, reconciliations, and customer invoice inquiries.
Proficiency with SQL, including joins, CTEs, aggregations, and window functions, and experience analyzing and validating large datasets.
Experience using SQL, advanced Excel, and data platforms to independently analyze and validate billing data.
Experience with Databricks or comparable cloud data platforms and reporting tools such as Power BI.
Advanced Excel proficiency, including pivot tables, XLOOKUP/INDEX-MATCH, SUMIFS, Power Query, and data reconciliation.
Working knowledge of billing processes, revenue recognition, accruals, deferred/unbilled revenue, and month-end close.
Experience with financial and business systems.
Strong analytical and quality-assurance mindset, including identifying discrepancies and building validation controls.
Ability to document processes, data definitions, and controls and identify opportunities for automation and efficiency.
Strong attention to detail, problem-solving, communication, collaboration, and organizational skills, with the ability to manage multiple priorities independently.
Ability to meet recurring billing and month-end close deadlines.
Ability to explain billing and financial variances to non-finance stakeholders.
Ability to appropriately handle confidential customer and financial information.

Nice To Haves

Experience with Microsoft Dynamics GP/Business Central, Salesforce, and Adaptive Insights.
Healthcare or health IT experience, including familiarity with health plans, providers, or payer-provider data.

Responsibilities

Assist with the monthly billing cycle across products and solutions, ensuring timely processing, validation, and delivery of customer invoices and supporting reports.
Support the preparation and distribution of customer invoices and supporting detail through the ERP and customer portals; confirm receipt and resolve delivery issues.
Respond to customer invoice inquiries, research questions, prepare credit/rebill adjustments, and coordinate with Accounting on collections follow-up.
Assist with billing-related requests and operational tasks to maintain accurate pricing tables, billing configurations, and customer account data.
Support billing quality assurance, audit reviews, data validation, reconciliation, and issue resolution.
Collaborate with internal teams to investigate billing discrepancies, implement corrections, and maintain accurate records.
Maintain billing process documentation, controls, and the billing calendar.
Use database queries and analytical tools for ad hoc analysis, discrepancy resolution, invoice disputes, audit requests, revenue and product usage analysis, and operational and financial reporting.
Write and maintain SQL/Python queries, views, and Databricks notebooks to analyze product usage, transactions, customer data, and billing volumes by product and customer.
Build and schedule Databricks SQL/Python workflows that transform raw usage and transactional data into invoice-ready outputs aligned with the monthly billing calendar.
Develop automated data-quality and billing validation controls, including duplicate detection, missing-account checks, period-over-period variance analysis, contract and pricing validation, and exception reporting.
Maintain billing reference and mapping data, including pricing tiers, product codes, customer hierarchies, contract effective dates, and other billing inputs.
Develop and maintain billing dashboards and operational reporting in Databricks and Power BI for billing execution, reconciliation, forecasting, and revenue analysis.
Document SQL logic, billing calculations, data definitions, dependencies, controls, and operational runbooks to keep processes repeatable, supportable, and audit-ready.
Identify and implement data, automation, reporting, and process improvements across billing, budgeting, reconciliation, and financial close activities.
Reconcile billed revenue to Dynamics GP and Salesforce contract data each month; investigate and clear variances before close.
Prepare revenue, deferred revenue, and accrual journal entries and supporting schedules for Accounting review.
Prepare recurring month-end reports in accordance with the close calendar.
Support the annual financial audit with billing and revenue schedules and sample documentation.
Support the annual budget and forecast process.
Handle sensitive and confidential customer and financial information with discretion.