BILLING AND COLLECTIONS ANALYST JOB DESCRIPTION

Billing accuracy is measurable. Aging receivables past 90 days are not. The Billing and Collections Analyst owns the full accounts receivable cycle, from invoice generation through cash application and dispute resolution, with direct accountability for keeping balances current and escalation decisions documented. This role sits within the corporate Accounting or Finance function, operating under US GAAP standards including ASC 606 revenue recognition requirements. It demands both transactional precision and the judgment to prioritize competing deadlines without losing either.

As the Billing and Collections Analyst, you manage the end-to-end invoicing and collections process, ensuring accurate revenue capture and timely recovery of outstanding balances across an assigned customer portfolio. You collaborate closely with Sales, FP&A, and Accounting teams while serving as the primary point of contact for billing inquiries and payment resolution.

Career Impact: Ownership of accounts receivable under ASC 606 and ASC 326 builds a compliance credential that is recognized across corporate finance hiring markets.

Business Impact: The accuracy of every aging report and dilution reserve calculation you prepare feeds directly into month-end close and management reporting that leadership relies on.

Growth Opportunity: Mastery of dispute negotiation, subledger reconciliation, and cross-functional collections coordination positions you for progression into senior AR, revenue accounting, or finance operations roles.

• Process customer invoices accurately across weekly, bi-weekly, and monthly billing cycles in adherence to the invoicing calendar.
• Monitor accounts receivable aging and follow up on past due balances at least twice per week to keep accounts current.
• Research and resolve billing disputes and discrepancies with customers and internal teams, escalating unresolved issues to management as needed.
• Prepare monthly analytics, dilution reserve calculations, and allowance for credit losses according to company policy.
• Reconcile accounts receivable subledger to the general ledger and apply cash payments to invoices under correct bank accounts.
• Coordinate with legal departments on bankruptcy claims and maintain detailed correspondence logs for all collection activity.
• Collaborate with Sales, Contracts, FP&A, and Accounting teams to support accurate billing and continuous process improvement.
• Compile weekly collection reports, forecast monthly collection objectives, and analyze process gaps to recommend improvements.

• Bachelor's degree in Accounting, Finance, or Business, or equivalent work experience.
• 2 or more years of billing and collections experience, with demonstrated ownership of accounts receivable and dispute resolution.
• Working knowledge of US GAAP, including ASC 606 revenue recognition and ASC 326 credit loss standards.
• Proficiency in spreadsheet applications with advanced skills in data lookups, pivot analysis, and financial reporting.
• Strong attention to detail with the ability to manage high transaction volumes under firm deadlines.
• Excellent written and verbal communication skills for engaging customers and internal stakeholders professionally.
• Proven ability to prioritize competing tasks independently and adapt to frequently changing workflows.

• CPA designation or active progress toward a global equivalent credential.
• Experience applying the dilution reserve calculation and allowance for credit losses methodology in a corporate finance setting.
• Familiarity with electronic billing portals and vendor management system payment application processes.
• Prior experience performing subledger-to-general-ledger reconciliation in a multi-entity or high-volume environment.

• Invoice accuracy rate, measuring the percentage of customer invoices issued without error or revision.
• Aging receivables balance over 90 days, tracked weekly as the primary collections health indicator.
• Cash application turnaround, measuring days between payment receipt and correct posting to the ledger.
• Monthly dilution reserve variance, reflecting precision of credit loss estimates against actual write-offs.
• Collection forecast accuracy, comparing projected monthly recovery to actual cash collected.
• Typical tools: Spreadsheet and reporting platforms (commonly Excel with VLOOKUP and Pivot Tables); ERP and billing systems (commonly NetSuite or equivalent); CRM platforms (commonly Salesforce or equivalent).

• Base Salary Range: $55,000 to $75,000 per year depending on experience and location.
• Bonus: annual performance bonus of 5% to 10% of base salary.
• Equity: not typically offered at this level in corporate finance roles.
• Health Benefits: medical, dental, and vision coverage standard for full-time positions.
• PTO: 15 to 20 days per year plus standard US federal holidays.
• Common Perks: 401(k) with employer match, professional development allowance, hybrid work schedule where available.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including credit history review relevant to financial roles, are a standard condition of employment for this position. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, age, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations are available to individuals with disabilities throughout the hiring process upon request. Candidates must hold current authorization to work in the United States.

The Billing and Collections Analyst owns the end-to-end invoicing process, analyzing and processing weekly, bi-weekly, and monthly customer invoices while preparing VMS payment applications using VLOOKUPs and Pivots in Excel. Working closely with Sales, Contracts, FP&A, and Accounting teams, this role ensures billing accuracy and drives collections outcomes that keep accounts current and customer relationships strong.

Key Responsibilities

• Analyze and process customer invoices timely and accurately in adherence to invoicing calendar including weekly, bi-weekly and monthly.
• Generate time and materials invoices as well as direct placement and fixed-fee invoices.
• Review and verify accuracy of billing based on supporting documentation and customer requirements.
• Research and resolve billing inquiries and discrepancies with customers and internal teams.
• Act as primary point of contact for customers and internal teams for billing and accounts receivable responsibilities.
• Prepare payment applications for VMS customers using VLOOKUPs and Pivots in Excel.
• Monitor customer accounts and follow up on past due balances at least twice per week.
• Collaborate with Sales, Contracts, FP&A and Accounting teams on billing and collections matters.
• Identify and implement process improvements within the team and individual work product.

Required Qualifications

• 2+ years of billing and collections experience, with 3-5 years preferred depending on industry.
• Bachelor's degree in Finance or Accounting preferred.
• Proficiency in Microsoft Office, especially Excel with VLOOKUPs and Pivot Tables.
• NetSuite experience highly preferable.
• Strong analytical, problem-solving and critical-thinking skills.
• Ability to work under firm and constantly changing deadlines and adapt as necessary.
• Strong attention to detail and excellent communication skills.

Embedded within the Accounting team at a pivotal moment in Pantheon's billing transformation, the Billing and Collections Analyst leads quote creation, data validation from Salesforce to Zuora, and collections management for significant enterprise customers. Working closely with Finance, Sales, Deal Desk, and RevOps, this role establishes best practices that directly enable scalable, accurate invoicing for future enterprise growth.

Core Functions

• Contribute to quote creation and data validation in Salesforce to Zuora for significant customers.
• Work collections for significant customers and identify key points of contact for high profile accounts.
• Review contracts for compliance with contractual terms and billing policies.
• Ensure customers are accurately set up and invoiced in the Zuora billing system.
• Register Pantheon as a vendor with third party payment portals and streamline non-standardized billing methods.
• Utilize the ZenDesk ticketing system to route, tag and resolve billing inquiries.
• Collaborate with the Finance, Sales, Deal Desk and RevOps teams to improve accounts receivable and billing processes.
• Assist with month-end, quarter-end and year-end closing and reporting.

Qualifications and Experience

• 3-5 years of accounts receivable, collections and billing experience.
• Understanding of GAAP and accounting processes related to billing and collections.
• Strong experience with Microsoft Excel and Google Sheets.
• Experience with Salesforce, Zuora, ZenDesk and Tesorio.
• Experience working with third party payment portals.
• Attention to detail with a customer-oriented mindset and sense of urgency.
• Ability to work independently, multi-task and manage multiple priorities in a fast-paced environment.

Reporting to the Order to Cash Manager, the Billing and Collections Analyst delivers scalable invoicing, collections, and accounts receivable operations in support of Iterable's rapid growth. Partnering with Customer Success and cross-functional departments, this role builds a best-in-class Order to Cash function while contributing to system implementation and optimization projects.

Primary Duties

• Process sales orders and customer billings and verify accuracy, completeness and timeliness of invoices.
• Apply deposits including cash, credit card and electronic payments and maintain accuracy of accounts receivable.
• Upload invoices against purchase orders in vendor portals as needed.
• Manage billing inbox to address customer and Customer Success inquiries around billing.
• Build and manage collections process to maintain healthy aged receivable balances.
• Serve as primary point of contact with third party collections agency.
• Facilitate approvals and process credits where appropriate.
• Participate in system and process optimization projects and field audit requests as appropriate.

Skills and Qualifications

• 2+ years of experience in billing and collections.
• Knowledge of SaaS billing systems such as Zuora and familiarity with Salesforce.
• Familiarity with subscription and overage usage billing practices.
• Strong organizational and time management skills with ability to prioritize and balance multiple tasks.
• Previous experience recommending and implementing process improvements.

Sitting at the intersection of billing operations and financial compliance, the Billing and Collections Analyst supports client billing, dispute resolution, and timely collection of receivables while preparing monthly analytics and management reporting packages. Operating across Accounting and cross-functional teams, this role enables accurate financial close and ensures adherence to US GAAP standards including ASC 606 and ASC 326.

Duties

• Work collaboratively with team members to support client billing and timely address billing questions from clients and internal stakeholders.
• Facilitate the resolution of billing disputes and be responsible for timely collection of receivables.
• Monitor and update customer interaction documentation in support of collections.
• Monitor client credit standings and bankruptcies.
• Prepare monthly dilution reserve calculation and allowance for credit losses according to company policy.
• Prepare monthly analytics and management reporting package.
• Work under tight time constraints due to departmental and contractual deadlines.

Education and Experience

• Bachelor's degree with major coursework in Accounting, Finance or Business.
• 3-5 years of accounting and billing experience.
• CPA or global equivalent a plus.
• Knowledge of electronic billing procedures and US GAAP, especially ASC 606 and ASC 326.
• Strong Microsoft Suite skills including Excel, Word and PowerPoint.
• Dispute negotiation experience and ability to analyze data to make informed decisions.
• Strong written and verbal communication skills and ability to handle multiple tasks independently.

A key member of the regional Accounting team, the Billing and Collections Analyst shapes cash flow outcomes by managing nominated debtor accounts, maintaining over 90-day debt at a low and manageable level, and ensuring accurate issuance of monthly usage invoices. Collaborating across finance and operations, this role directly supports month-end close and minimizes bad debt exposure for a global organization.

Functions

• Manage nominated debtor accounts to maximize cash flow and minimize bad debts.
• Maintain over 90-day debt at a low and manageable level by applying the escalation process.
• Ensure accurate and timely issuance of monthly usage invoices including power, remote hands, IP bandwidth and other units.
• Suggest nonpaid accounts to the Billing and Cash Collection Manager for escalation to external debt collectors.
• Support the preparation of the month-end close.

Technical Qualifications

• Bachelor's degree in a commercial field with a focus on finance as an advantage.
• Minimum 3 years of proven experience in a similar role.
• Knowledge of standard accounting packages including Salesforce and Financial Force.
• Advanced Excel skills and strong knowledge of financial systems.
• Fluent in English and German, written and spoken.

Accurate billing and collections outcomes depend on the Billing and Collections Analyst, who monitors and reconciles job tickets to SAP field job data while preparing customer invoices, accounting statements, and billing reports. Based within the Sales and Operations environment, this role also trains and mentors billers while serving as a key point of contact for dispute resolution and customer satisfaction.

Accountabilities

• Monitor and reconcile job tickets to field job data and maintain SAP job data entries.
• Prepare customer invoices efficiently and enter correctly into the system.
• Verify customer information, maintain related files and assist in the preparation of reports.
• Prepare accounting statements and reports related to billing.
• Train, cross-train and mentor new and experienced billers.
• Collaborate with Sales and Operations teams to resolve disputes and ensure customer satisfaction.

Experience and Qualifications

• High school diploma or equivalent required.
• Previous experience with billing and collections activities.
• Basic knowledge of Microsoft Office Suite including Word and Excel.
• Excellent communication and collaboration.
• Interpersonal skills with internal and external stakeholders.

As the Billing and Collections Analyst, this role issues and distributes invoices, tracks accounts receivable, and supports monthly and quarterly audits while collaborating across departments to ensure billing accuracy. The Accounting team relies on this work to maintain clean transactional records, resolve billing errors promptly, and deliver analytical reports that inform financial decision-making.

Job Functions

• Issue and distribute invoices and process new contracts and sales.
• Collaborate with other departments to ensure billing accuracy.
• Keep track of accounts receivable and transactions.
• Prepare and present analytical reports.
• Support monthly and quarterly audits and clean-ups.
• Resolve any issues or mistakes in a timely manner.

Background and Experience

• 1+ years of proven experience as a Billing Analyst or similar accounting role.
• Bachelor's degree in Accounting or similar field preferred.
• Good knowledge of electronic billing procedures.
• Knowledge and experience with SAP and SAP B1 as an asset.
• Proficient in MS Office, especially Excel.
• Excellent communication ability, attention to detail and teamwork skills.
• Advanced English level required.

Billing and Collections Analyst builds and maintains the full collections cycle, from timely invoice creation and cash application to coordinating with legal on bankruptcy claims and managing third-party collection agency relationships. The work directly supports accurate accounts receivable reconciliation and contract compliance, enabling the finance organization to maintain reliable cash flow and resolve client payment issues at scale.

Day-to-Day Responsibilities

• Collect and prepare collection reports on a weekly basis and forecast all monthly collection objectives.
• Maintain an accurate aging report and apply cash payments to invoices under correct bank accounts.
• Coordinate with project managers to resolve collection issues and reconcile all unapplied cash accounts.
• Coordinate with legal departments to compile bankruptcy claims and maintain correspondence logs with customers.
• Analyze collection processes to recommend improvements and manage large amounts of data to ensure contract compliance.
• Manage collection and accounting alias email accounts and resolve ticket system inquiries.
• Assist in processing client invoices, reconcile payments and reconcile accounts receivable subledger to the general ledger.
• Prepare assignment reports and maintain journal entries every month for credit card accounts and collection agencies.

Professional Experience

• Solid Microsoft Excel and Salesforce or equivalent CRM skills required.
• Exceptionally process-driven with strong attention to detail and highly organized record keeping.
• Creative thinker and problem solver with proven analytical skills.
• Excellent verbal and written communication skills.
• Highly motivated, results-driven and responsive to internal and external customers.