Credit to Cash Senior Operations Analyst
Indexed description
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
- N/A
- 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
- N/A
- Proficiency with Microsoft Office Suite, specifically Word and Excel, required
- Oracle Cloud or similar time and billing software experience, preferred
- N/A
- 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
National Range: $68,000 - $82,500
Maryland Range: $68,000 - $82,500
NYC/Long Island/Westchester Range: $68,000 - $82,500
About Us
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.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !
- Benefits may be subject to eligibility requirements.
Click here to find out more !
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
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