Lead Billing Analyst

Billing Operations

Billing Operations
Full Cycle Ownership: Generate, review, and deliver accurate customer invoices aligned to contract terms and ASC 606 revenue recognition policies.
Complex Billing Models: Support all billing models including subscription, usage-based, milestone, and professional services; ensure zero contractual mismatches.
Systems Management: Maintain billing system integrity (NetSuite); serve as primary owner of the billing module, managing customer setup, amendments, and terminations.
Discrepancy Resolution: Proactively identify and resolve billing gaps and exceptions before each period close.
Cross-functional Collaboration: Build strong partnerships with DealOps, Sales Org, Legal, IT, and Finance; communicate clearly and escalate issues with the right context and urgency.

Accounts Receivable & Collections

AR Lifecycle Management: Own the AR aging cycle; monitor outstanding balances, prioritize outreach, and develop tailored collection strategies for key accounts.
Cash Application & Reconciliation: Manage the end-to-end cash application process, ensuring timely and accurate posting of bank deposits, wire transfers, and credit card payments to the subledger.
Credit Risk Assessment: Perform credit reviews for new customers and establish/monitor credit limits to mitigate financial risk.
Dispute Management: Resolve payment disputes, credit memos, and refund requests within defined SLAs; partner with Legal and Deal Ops on complex contract interpretations.
Metrics & Reporting: Develop and maintain AR dashboards to track key performance indicators (KPIs) including DSO (Days Sales Outstanding), collection efficiency, and aging trends.

Process Optimization & Mindset

Continuous Improvement: Regularly analyze existing billing and AR workflows to identify bottlenecks and implement scalable, automated solutions.
Quote-to-Cash Scaling: Lead initiatives to streamline the "quote-to-cash" process in collaboration with IT and Sales Operations to reduce manual intervention.
Documentation: Create and maintain standard operating procedures (SOPs) for all AR and billing tasks, ensuring they are updated as processes evolve.

Month-End Close & Compliance

Close Execution: Complete all billing and AR tasks on schedule, including journal entries for accruals, adjustments, and financial flux analysis.
Audit Readiness: Maintain audit-ready documentation and support external audit requests (PBC samples, process walkthroughs).
Compliance: Ensure billing practices comply with ASC 606, SOX controls, and internal company revenue recognition and credit policies.