Credit to Cash Senior Operations Analyst

Job Summary

The Credit to Cash Senior Operations Analyst is responsible for monitoring and facilitating 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 provides input in the development of firm-wide billing and contract administration policies and procedures and is responsible for first-level coordination with transactional managers and lead analysts.

Job Duties

• 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
• 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
• Serves as a liaison between regional finance, principals, and office managing principals (OMP) to understand billing and contract administration needs of assigned regions
• Researches and responds to client questions received through the BDO eBill portal
• Researches and provides timely responses to internal billing and contract administration inquiries
• Mentors and assists in the development of lead analysts
• Coordinates and leads onsite support for existing locations and expansions
• Assists in monitoring unbilled accounts receivables (UAR) by business line, and follows up with the appropriate individuals to ensure the UAR is billed in a timely manner
• Other duties as required

Supervisory Responsibilities

N/A

Education

• Qualifications, Knowledge, Skills & Abilities: 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
• Experience: Professional services firm experience, preferred; Two (2) years of supervisory experience, preferred
• Licenses/Certifications: None

Software Proficiency

With Microsoft Office Suite, specifically Word and Excel, required; Oracle Cloud or similar time and billing software experience, preferred

Language

N/A

Other Knowledge, Skills, & Abilities

• Superior verbal and written communication skills
• Exhibits independent judgment and decision-making skills in the remediation of complicated billing requirements
• Able to work and communicate effectively with professionals at all levels
• Superior customer service skills
• Able to work in a deadline-driven environment, and handle multiple projects and tasks with an attention to detail
• Able 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

About Us

No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity. We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more ! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more ! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"