Credit to Cash Senior Operations Analyst
About the role
Monitor and facilitate issue resolution for the day-to-day activities of the billing and contract administration team, as well as assigned regional support. Actively provide input in the development of firm-wide billing and contract administration policies and procedures. Responsible for first-level coordination 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 utilizing firm best practices through coordination with client-facing professionals, lead analysts, and regional finance.
- Provides resolution for 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) of the financial system relating to customer billing configurations, billing process, and best practices.
- Reviews identified billing and contract administration issues and updates departmental procedures and Knowledge-Based articles.
- Leads billing and contract administration improvement projects in individual locations, as directed.
- Works in concert with Regional Finance, Principals, and Office Managing Principals (OMP) to understand 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 UAR is billed in a timely manner.
- 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, required; OR High School Diploma/GED and five (5) or more years of experience within a billing and/or contract management role, required.
- Professional services firm experience, preferred.
- Two (2) years of supervisory experience, preferred.
- Proficiency with Microsoft Office Suite, specifically Word and Excel, required.
- 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 the remediation of 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 the confidentiality of all information.
- Excellent time management skills.
Pay
Individual salaries are determined after consideration of numerous factors including 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 offers a comprehensive Total Rewards package that includes an Employee Stock Ownership Plan (ESOP). The ESOP is fully funded by BDO through investments in company stock, granting employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions required. Benefits may be subject to eligibility requirements.