Credit to Cash Senior Operations Analyst
About the Role
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most.
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 processes, 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 provides assurance, tax, and advisory services to clients across the U.S. and around the world. As an ESOP company, we offer participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings, reinforcing an ownership mindset.
Learn more about our benefits.
Benefits may be subject to eligibility requirements.