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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 actively contributes to the development of firm-wide billing and contract administration policies and procedures, serving as the first level of coordination 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
- Microsoft Word
- Microsoft Excel
- Oracle Cloud
- Time and billing software
- Billing
- Contract administration
- Issue resolution
- Customer service
- Communication
- Time management
- Multi-tasking
- Attention to detail
- Independent judgment
- Decision-making
Location
- Maryland
- New York City
- Long Island
- Westchester
Work Type
- Full-time
Experience Level
- Senior
- 2+ years experience
- 5+ years experience
- 2 years supervisory experience preferred
Education Level
- Bachelor's degree in Finance, Accounting, or Economics
- High School Diploma/GED
Salary/Compensations
- $68,000 - $82,500
Benefits
- ESOP company, offering participants a stake in the firm’s success
- Comprehensive compensation and Total Rewards benefits offerings
- Qualified retirement plan
About the Company
- 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. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
- BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
Equal Opportunity
- Equal Opportunity Employer, including disability/vets