The Billing and Collections Analyst is responsible for managing a portfolio of customer credit accounts in various capacities within the Financial Operations Team which include: billing, providing exceptional customer service, troubleshooting/resolving past due balances and coordination with other Workday functional teams to assist in resolving issues. The ideal candidate is a highly motivated self-starter, goal driven, an excellent communicator, and enjoys collaborating with people with a diverse set of talents, in a dynamic fast-paced environment.
Job Responsibilities include but are not limited to:
The preparation of customer invoices and invoice adjustments
Investigate and resolve billing queries
Create and maintain customer records
Review customer contracts
Assist with month-end responsibilities
Perform tax related tasks (including sales tax end user schedules)
Maintain a portfolio of customer accounts which includes: weekly/monthly invoice inquiries to troubleshoot/resolve past due balances, responding to customer inquiries, distribution of customer statements, resolution of purchase order issues and performance of customer account reconciliations as needed
Interpret customer contract terms and billing schedules
Analyze past due accounts, determine the reason for non-payment and recommend the best course of action to resolve the past due balances
Assist in reconciling transactions and balances to maintain accurate accounts
Assist in the monthly calculation of the bad debt reserve
Maintain accounts receivable customer files and records
Investigate and resolve customer queries
Special projects as assigned
Requirements:
3 + years of experience in Financial Operations, Accounts Receivable, Billing, Collections, or relevant customer facing experience
