Credit to Cash Senior Operations Analyst

About the role

At BDO, the Credit to Cash Senior Operations Analyst monitors and facilitates issue resolution for the day-to-day activities of the billing and contract administration team, as well as assigned regional support. The Senior Analyst actively contributes to the development of firm-wide billing and contract administration policies and procedures and coordinates with transactional managers and lead analysts.

Responsibilities

• Provides billing and contract administration direction and support to client-facing professionals and lead analysts.
• Investigates, identifies root causes, and resolves complex setup and billing issues using firm best practices through coordination with client-facing professionals, lead analysts, and regional finance.
• Resolves first-level issues escalated by lead analysts or client-facing professionals.
• Trains new and existing staff on the firm’s billing and contract administration policies, procedures, and best practices.
• Serves as a subject matter expert (SME) on the financial system relating to customer billing configurations, billing processes, and best practices.
• Reviews identified billing and contract administration issues and updates departmental procedures and Knowledge Base articles.
• Leads billing and contract administration improvement projects in individual locations, as directed.
• Works with Regional Finance, Principals, and Office Managing Principals (OMP) to understand the billing and contract administration needs of assigned region(s).
• Researches and responds to client questions received through the BDO eBill portal.
• Researches and provides timely responses to internal billing and contract administration inquiries.
• Assists in monitoring unbilled accounts receivables (UAR) by business line and follows up with appropriate individuals to ensure timely billing.
• Mentors and assists in the development of lead analysts.
• Coordinates and leads onsite support for existing locations and expansions.
• Performs other duties as required.

Requirements

• Bachelor’s degree in Finance, Accounting, or Economics and two (2) or more years of experience within a billing and/or contract management role, or High School Diploma/GED and five (5) or more years of experience within a billing and/or contract management role.
• Professional services firm experience preferred.
• Two (2) years of supervisory experience preferred.
• Proficiency with Microsoft Office Suite, specifically Word and Excel.
• Oracle Cloud or similar time and billing software experience preferred.

Skills

• Superior verbal and written communication skills.
• Exhibits 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 and handle multiple projects and tasks with attention to detail.
• Ability to successfully multi-task while working independently or in coordination with other core business services professionals.
• Understands and maintains confidentiality of all information.
• Excellent time management skills.

Pay

Individual salaries are determined based on qualifications, experience, skills, and geography.

• National Range: $68,000 - $82,500
• Maryland Range: $68,000 - $82,500
• NYC/Long Island/Westchester Range: $68,000 - $82,500

Benefits

BDO provides a comprehensive compensation and Total Rewards benefits package, including:

• Employee Stock Ownership Plan (ESOP) offering participants a stake in the firm’s success through beneficial ownership.
• Eligibility-based traditional benefits (details available via BDO Total Rewards).