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) for 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, 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 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) – a qualified retirement plan offering participants a stake in the firm’s success through beneficial ownership.
- Additional benefits may be subject to eligibility requirements. Learn more about BDO Total Rewards.
About Us
At BDO, we build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping each other grow and succeed. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.