Credit to Cash Senior Operations Analyst at BDO USA Experienced Career Site

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

30 May, 26

Salary

82500.0

Posted On

01 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Billing, Contract Administration, Issue Resolution, Policy Development, Procedure Development, Root Cause Analysis, Financial System Expertise, Knowledge Base Management, Project Leadership, Customer Service, Time Management, Decision Making, Multi-tasking, Microsoft Word, Microsoft Excel, Oracle Cloud

Industry

Accounting

Description

Job Summary: The Credit to Cash Senior Operations Analyst is responsible for monitoring and facilitating issue resolution for the day-to-day activities of the billing and contract administration team, as well assigned regional support. The Senior Analyst actively provides input in the development of firm wide billing and contract administration policies and procedures and is responsible for first level coordination with transactional managers and lead analysts. Job Duties: * 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 Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills & Abilities: Education: * 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 Experience: * Professional services firm experience, preferred * Two (2) years of supervisory experience, preferred License/Certifications: * N/A Software: * Proficiency with Microsoft Office Suite, specifically Word and Excel, required * Oracle Cloud or similar time and billing software experience, preferred Language: * N/A Other Knowledge, Skills, & Abilities: * 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 Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s 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 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. 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.” Click here to find out more! [https://www.bdo.com/getmedia/792cf457-f43e-4bb7-a937-a0f8d55f6ecb/BDO-Benefits-Brochure.pdf] *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! [https://protect-us.mimecast.com/s/US5qCDkoYJC5g3L6SWPvmU?domain=nam12.safelinks.protection.outlook.com]

Responsibilities

The Senior Operations Analyst monitors and facilitates issue resolution for daily billing and contract administration activities, while also contributing to the development of firm-wide policies and procedures. This role involves providing direction and support to client-facing professionals, investigating complex billing issues, and serving as a subject matter expert for the financial system.