Senior Billing Analyst

Clearwater Analytics • Boise, ID

3d

About The Position

The Senior Billing Analyst is accountable for the accuracy, completeness, and defensibility of billing outcomes across end-to-end operations. In this role, you will see complex billing challenges through from identification to resolution, with the authority and expectation to drive outcomes independently. The ideal candidate brings deep analytical capability, strong commercial acumen, advanced Excel skills, and a track record of delivering reliable results in a fast-paced, client-facing environment. This is a high-visibility role with direct accountability for client satisfaction, revenue accuracy, and financial close quality. The Senior Billing Analyst is expected to operate independently, own problems from identification through resolution, mentor junior team members, and proactively identify opportunities to improve billing systems and workflows.

Requirements

• Bachelors degree in Accounting, Finance, Business, or a related field.
• 7 years of progressive experience in billing, accounts receivable, or financial operations
• Deep knowledge of electronic and manual billing procedures, including usage-based and market-value pricing models
• Demonstrated ability to interpret and operationalize complex commercial contracts
• Expert-level Microsoft Excel skills required — pivot tables, XLOOKUP/VLOOKUP, complex nested formulas, dynamic arrays, Power Query, and data modeling; Excel is a primary production tool in this role, not a support skill
• Proven track record of leading month-end close processes and supporting audit activities
• Excellent written and verbal communication skills, with experience in client-facing and executive-level interactions
• Strong analytical and problem-solving skills with the ability to work through ambiguity and make data-driven decisions
• Ability to manage competing priorities and deliver results in a deadline-driven environment with minimal supervision
• Experience in SaaS or technology companies, preferably in usage-based or subscription billing environments

Nice To Haves

• Working knowledge of SQL for querying billing and financial data (stored procedures, joins, temp tables); ability to pull and validate data independently without relying on a developer
• Experience with data automation tools such as Alteryx, Python, or similar platforms
• Familiarity with ERP and billing systems (e.g., NetSuite, Salesforce Billing, Zuora, GoTransverse or similar)
• Exposure to FP&A reporting, revenue recognition (ASC 606), or financial systems integration
• Experience mentoring or leading small teams or projects
• CPA, CMA, or relevant professional certification (or progress toward one)

Responsibilities

• Own end-to-end billing operations across complex, multi-product, and multi-platform environments — accountable for quality and timeliness, not just task completion
• Lead the design and maintenance of billing schedules derived from commercial contracts, ensuring accuracy and auditability
• Perform and oversee usage-based billing calculations aligned with market value pricing and contractual terms
• Own resolution of non-standard, manual, or exception-based billing arrangements from intake through final outcome, with minimal escalation
• Identify and implement process improvements that demonstrably increase billing accuracy, efficiency, and scalability — and own their adoption and results
• Evaluate and document billing procedures, identifying gaps and implementing controls to reduce error rates
• Own the monthly billing close process end-to-end — accountable for meeting all deadlines including threshold validation, invoice preparation, and final close with no hand-offs to resolve
• Prepare and review account reconciliations and support journal entry preparation as part of month-end procedures
• Produce and deliver billing reports and variance analyses for finance leadership and FP&A partners
• Coordinate and own billing documentation for internal and external audits, ensuring completeness and compliance
• Partner with Revenue Accounting to support revenue recognition processes tied to billing outcomes
• Serve as the accountable billing point of contact for key client accounts — owning the client relationship, communication, and resolution quality, not just fielding inquiries
• Own dispute resolution from first contact through final resolution — applying strong analytical, contractual, and communication skills to reach timely, defensible, and commercially sound outcomes
• Build and maintain trusted relationships with internal stakeholders across Sales, Legal, Client Services, and Development
• Translate complex contractual and commercial terms into accurate and defensible billing outcomes
• Maintain and improve client interaction documentation to support collections and relationship continuity
• Mentor junior billing analysts and take accountability for the quality of their work, not just guidance given — owning the team’s output, not just individual contributions
• Partner with IT and systems teams to evaluate and implement billing platform enhancements
• Represent the Billing function in cross-departmental projects, contributing domain expertise to system implementations, contract reviews, and operational initiatives
• Develop and deliver ad hoc analyses and presentations to finance and operations leadership

Benefits

• 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.
• The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system.
• Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.
• Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.
• We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply!
• You may be just what we're looking for.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior