Billing Operations Analyst

Billing Operations Analyst

The Billing Operations Analyst works cross-functionally with Operations, Customer Service, Accounting, and Collections to support accurate revenue capture, timely invoice processing, customer account integrity, and consistent applications of company billing practices.

Essential Duties And Responsibilities

• Performs analytical work directly related to the company's billing, revenue, and customer account operations, including review of billing data, customer requirements, rates, charges, supporting documentation, and internal system information.
• Generates, reviews, and distributes customer invoices in a timely manner, exercising judgement to confirm billing completeness, accuracy, contractual or customer-specific requirements, documentation support, and readiness for issuance.
• Investigates and resolves billing, rating, invoice, revenue, and account discrepancies by evaluating relevant facts, comparing potential resolution options, determining appropriate next steps, and preparing corrections, adjustments, credits, rebills, or escalation recommendations consistent with company procedures.
• Exercises discretion and independent judgment with respect to matters of significance by analyzing billing issues that may affect revenue accuracy, customer relationships, operational workflows, financial reporting, or compliance with company billing practices.
• Interprets and applies established billing policies, customer requirements, operating procedures, rate structures, and approval protocols; identifies situations requiring management review and recommends appropriate handling.
• Cross-Department Coordination: Coordinates with Operations, Customer Service, Accounting, and Collections to obtain information, clarify billing questions, resolve invoice-related issues, and support business operations that depend on accurate and timely billing.
• Process Improvement and Business Support: Identifies recurring billing issues, workflow gaps, data quality concerns, or control weaknesses and provides recommendations to management to improve billing accuracy, reduce repeat discrepancies, support revenue integrity, and enhance operational efficiencies.
• Maintains accurate billing records, invoice notes, adjustment documentation, and discrepancy tracking in company billing, operating, and accounting systems; ensures records support auditability, management review, and customer account accuracy.
• Maintains confidentiality of customer, billing, financial, and company information and ensures billing activities are completed in accordance with the internal policies, approval requirements, and applicable business requirements.

Decision-Making Authority

The Billing Operations Analyst exercises discretion and independent judgment in researching billing issues, evaluating relevant documentation and system data, identifying discrepancies, determining appropriate resolution options, and recommending corrections, credits, rebills, process changes, or escalation paths for matters that may affect revenue accuracy, customer account integrity, financial reporting, or operational efficiency. The Analyst may coordinate resolution directly with internal departments and customers within established company procedures and approval limits. Adjustments to established rates, billing terms, customer commitments, credits, rebills, or other invoice corrections requiring authorization must be reviewed and approved by the appropriate department manager before processing or communication to the customer. The Analyst is expected to independently manage assigned billing matters, prioritize issues based on financial or operational significance, and escalate unresolved or approval-required items in a timely manner.

Required Skills/Abilities

• Advanced Financial and Business Operations Acumen: Strong understanding of billing, Accounts Receivable, revenue recognition, customer account management, and the financial impact of accurate invoice processing.
• Analytical Judgment and Problem-Solving: Ability to evaluate facts, compare possible courses of action, identify root causes, and recommend appropriate resolutions for complex billing, account, and data discrepancies.
• Discretion and Independent Judgment: Demonstrated ability to exercise independent judgment on matters of financial, operational, customer, or process significance while recognizing when management review or approval is required.
• Policies and Procedure Application: Ability to interpret and apply billing policies, customer requirements, operating procedures, rate structures, approval protocols, and documentation standards consistently and accurately.
• Project Management and Organization: Excellent organizational and time management skills with the ability to manage multiple billing priorities, support process improvement initiatives, and meet deadlines with minimal supervision.
• Advanced Technical Skills: Proficient in Microsoft Office applications, with advanced knowledge of Microsoft Excel for data analysis and reporting. Ability to effectively use transportation management, operating, billing, and ERP/accounting systems.
• Communication and Collaboration: Strong written and verbal communication skills with the ability to explain billing issues, present findings and recommendations, and collaborate effectively with management, internal departments, and customers.
• Discretion and Confidentiality: Ability to maintain the highest level of confidentiality of financial, customer, billing, and company information.

Education And Experience

• Bachelor's Degree (BS/BA) required, preferably in Accounting, Finance, Business Administration, or a related field.
• Minimum of three to five years of experience in billing, Accounts Receivable, financial analysis, or accounting support in a business environment.
• Experience in the transportation, freight forwarding, logistics, or warehousing industry is strongly preferred.
• Extensive experience using transportation management systems, operating software, or ERP/accounting systems is preferred.
• Advanced proficiency in Microsoft Office applications, with strong knowledge of Microsoft Excel.

Physical Requirements

• Prolonged periods of sitting and working on a computer.
• Ability to communicate effectively in person, by telephone, and electronically.
• Must live on the island of Oahu for consideration.

Equal Opportunity Employer

Women/Veterans/Minorities/Disabled