Billing Operations Analyst
hace 9 días
Chicago
Job Description Overview The Billing Operations Analyst is responsible for supporting the execution of OSP’s client invoicing processes across both Assets and Advisory services. This role ensures invoices are accurate, timely, complete, and aligned with contractual requirements, operational processes, and client expectations. This position supports invoice preparation, billing data validation, monthly self-assessing tax filings, invoice status tracking, issue escalation, and payment application coordination. The role works closely with Business Operations Enablement, Finance, Client Delivery, IT, and Data Science to streamline billing workflows, improve data quality, strengthen controls, and support scalable billing operations. Key Responsibilities 1. Client Invoicing, Billing Execution, and Payment Coordination • Support the preparation, validation, and execution of client invoices for both Assets and Advisory services., • Ensure invoices are generated accurately, completely, andin accordance withestablished billing timelines, client requirements, and contractual expectations., • Coordinate invoice delivery to clients and support follow-up activities related to invoice status, payment receipt, and payment application., • Track invoice status throughout the billing cycle, including preparation, review, delivery, client follow-up, payment receipt, and application., • Lead payment application coordination activities in collaboration with Finance., • Maintainaccurateinvoice trackers, billing logs, payment status updates, and supporting documentation. 1. Billing Data Validation, Tax Filing, and Quality Control • Reviewbilling data inputs, invoice outputs, support files, and billing determinants for accuracy, completeness, and reasonableness., • Identifydiscrepancies, missing information, unusual values, or data quality issues that mayimpactinvoice accuracy or timeliness., • Support quality control processes for billing datasets, invoice calculations, billing determinants, and final invoice outputs., • File monthly self-assessing taxes on behalf of clientsin accordance withestablished procedures., • Track tax filing deadlines, confirmations, exceptions, and supporting documentation., • Escalate tax filing questions, billing data discrepancies, andvalidationexceptions asappropriate. 1. Cross-Functional Issue Resolution and Stakeholder Coordination • Collaborate with Client Delivery, Finance, Operations, IT, Data Science, vendors, and internal data owners to resolve billing issues and ensure required inputs arereceived timely., • Escalate billing issues, system limitations, data concerns, process blockers, payment application issues, and client-facing billing questions to theappropriate stakeholders., • Assistin responding to internal and external inquiries related to invoice details, billing calculations, supporting documentation, payment status, and issue resolution., • Coordinate with Finance to support alignment between invoice issuance, client payment activity, and payment application., • Partner with upstream teams to resolve billing data issues before invoice generation whenever possible. 1. Billing Workflow, Process Improvement, and Automation Support • Work with IT and Data Science to streamline billing workflows, improve data flow, reduce manual effort, and strengthen billing controls., • Identifyopportunities to improve invoicing efficiency, accuracy, consistency, transparency, and scalability., • Support implementation of billing process enhancements, automation initiatives, reporting improvements, and data validation improvements., • Maintain process documentation, issue logs, workflow notes, and support materials related to billing activities., • Monitor billing inputs from vendors, systems, client data sources, and internal teams to ensuretimelyincorporation into billing workflows., • Support continuous improvement efforts related toinvoicing, payment tracking, tax filing, issue management, and billing operations. Qualifications, Education, and Experience • Bachelor’s degree in Business, Finance, Accounting, Operations, Data Analytics, or a related field preferred., • 2–5 years of experience in billing, invoicing, finance operations, accounting support, business operations, ora related operational role., • Experience reviewing,validating, reconciling, or analyzing billing, financial, operational, or client data., • Proficiencyin Microsoft Excel, including working with large datasets, formulas, filters, lookups, and reconciliations., • Experience with billing systems, ERP systems, financial operations platforms, reporting tools, or operational databases preferred., • Experience coordinating with Finance, IT, Data Science, Operations, Client Delivery, or vendor teams preferred., • Experience with tax filing support, payment application, process improvement, automation, or workflow documentation preferred. Skills and Competencies • Strong attention to detail and commitment to data accuracy., • Ability to manage recurring monthly processes, billing cycles, deadlines, and follow-up items., • Strong analytical and problem-solving skills., • Ability toidentifydiscrepancies and resolve or escalate issues appropriately., • Strong organizational skills and ability tomaintainaccuratetrackers, logs, documentation, and support records., • Clear communication skills and ability to coordinate effectively across cross-functional teams., • Comfort working with billing data, financial information, client records, operational inputs, and system-generated outputs., • Ability to support client-facing and internal billing inquiries professionally and accurately., • Continuous improvement mindset with interest in improving efficiency, automation, data quality, and process reliability., • Familiarity with data validation or QA processes(preferred), • Exposure to Power BI or reporting tools(preferred), • Accuracy and attention to detail, • Operational execution and reliability, • Problem-solving and issue resolution, • Communication and collaboration, • Process improvement orientation
Michael M.Activo hace 1 mes