Credit to Cash Senior Operations Analyst at BDO USA | USA | Rezi

Credit to Cash Senior Operations Analyst at BDO USA

Credit to Cash Senior Operations Analyst

BDO USA · USA

2 days ago

Credit to Cash Senior Operations Analyst

BDO USA · USA

3 days ago
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About the Role

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, including assigned regional support. This role provides input on firm-wide 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 analyst
  • Investigates, identifies root causes and resolves complex set up 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 the 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 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
  • 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 response to internal billing and contract administration inquires
  • Assists in monitoring unbilled accounts receivables (UAR) by business line, and follow-ups with the appropriate individuals to insure the 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
  • 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
  • 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-drive environment, and handle multiple projects and tasks with an 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

Skills

  • Microsoft Office Suite
  • Word
  • Excel
  • Oracle Cloud
  • Time and billing software
  • Billing
  • Contract administration
  • Customer service
  • Communication
  • Time management
  • Attention to detail
  • Multi-tasking
  • Independent judgment
  • Decision-making

Location

  • Maryland
  • NYC
  • Long Island
  • Westchester

Work Type

  • Full-time

Experience Level

  • Senior
  • Two (2) years of supervisory experience, preferred

Education Level

  • Bachelor's degree in Finance, Accounting, or Economics
  • High School Diploma/GED

Salary/Compensations

  • $68,000 - $82,500

Benefits

  • Employee Stock Ownership Plan (ESOP)
  • Flexibility
  • Opportunities for advancement
  • Comprehensive compensation
  • Total Rewards benefits

About the Company

  • At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities.
  • BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.
  • BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
  • BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
  • The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings.
  • The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
  • We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
  • With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients, Empowering team members to explore their full potential, Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities, Celebrating ingenuity and innovation to transform our business and help our clients transform theirs, Focus on resilience and sustainability to positively impact our people, clients, and communities, BDO Total Rewards that encompass so much more than traditional “benefits.”

Equal Opportunity

  • Equal Opportunity Employer, including disability/vets