Financial Operations Billing Analyst
The Financial Operations Billing Analyst is responsible for assisting with the day-to-day operations of the Financial Operations Billing department within the established accounting policies of the organization. Supports timeliness and accuracy of related analysis, customer invoices and financial data. Additionally, this position is responsible for acting as the primary resource for less experienced personnel.
What you'll be doing :
- Proactively assists with coordinating the operational activities of the fees billing department that includes monitoring fees billing processes, maintaining billing integrity, maintenance of relevant ERP setup functions, managing credit memos, and understanding platform billing logic.
- Participates in actions necessary or appropriate to ensure that invoicing activities and financial data are accurate and generated timely.
- Ensures compliance with all SOX control objectives and corporate policies related to billing activities. This includes monthly review of key Financial Operations SOX controls, updates to narratives and testing.
- Identifies gaps and participates in the development of processes to automate invoicing. This includes the review, recommendation and implementation of tactical department plans, User Acceptance Testing, policies, procedures and goals that support the direction and initiatives set forth.
- Assists with the establishment, maintenance and continuing improvement of billing processes and procedures. Recommends changes in methods or procedures to increase the efficiency of the accounts receivable department. Additionally, documents processes and procedures as appropriate.
- Serves as a subject matter expert and supports accountants and others with operational billing questions.
- Assist with external audit fieldwork as requested.
- Processes billing adjustments in NetSuite in accordance with internal controls.
- Lead recommendations for changes to the system and processes to enhance workflow and increase efficiency.
- Works collaboratively with internal partners to update and enhance system functionality.
- Lead in various company, department and information services projects as assigned.
What you will need to be successful :
A general knowledge and understanding of accounting as normally obtained through the completion of an Bachelor's or Associate's Degree in Business, Finance and / or Accounting. Bachelor's Master's degree in Finance, Accounting or related major a plus.The ability to effectively monitor day-to-day billing activities as described, as normally obtained through at least three to five years of experience.Ability to prepare SOX control reportingPerform highly sensitive tasks within systems requiring elevated rolesConduct process training to support business needsContribute to process improvement projectsA demonstrated ability to build strong relationships across functional areas is essential. Very good written and verbal communication and presentation skills are critical.A general knowledge of HealthEquity's products, technologies, selling strategies and internal business functions is strongly preferred.A good attention to detail and the ability to remain highly organized and focused is essential. Incumbents should possess strong analytical skills and be able to make effective judgments and decisions on relative information.Demonstrated ability to adapt to the changing demands of business is a mustGood interpersonal skills are essential. The ability to foster cooperation with a wide variety of partners is required to perform the functions as described.Good technical knowledge of the accounts receivable function is required.This is an hourly / non-exempt position : At this time we are unable to hire hourly roles within the following areas : Alaska, California, Hawaii, Nevada, New Jersey, New York, Oregon & Rhode Island.#LI-Remote
This is a remote position.
Salary Range
$23.80 To $29.81 / hour
Benefits & Perks
The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including :
Medical, dental, and visionHSA contribution and matchDependent care FSA matchFull-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per yearPaid parental leave401(k) matchPersonal and healthcare financial literacy programsOngoing education & tuition assistanceGym and fitness reimbursementWellness program incentivesWhy Work With HealthEquity
HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position.
HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace.