Billing Analyst

Description:

Are you ready to play a pivotal role in shaping the future of billing operations at Aldrich? As a Billing Analyst, you’ll be a part of our centralized billing process, collaborating closely with partners and managers to drive efficiency, accuracy, and innovation. If you thrive in a fast-paced environment, enjoy solving complex problems, and are passionate about process improvement, Aldrich offers the platform to grow your career and contribute to our mission and vision.

We’re looking for a detail-oriented professional with 3–5 years of relevant experience, preferably in a professional services firm, who excels at managing billing cycles, analyzing data, and communicating effectively across teams. Advanced Excel skills, a knack for process improvement, and a commitment to integrity and quality are essential.

Why Aldrich

Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Check out more about Aldrich at https://aldrichadvisors.com/.

Requirements:

You'll Get a Chance To

• Oversee the complete billing cycle for assigned partners and managers, ensuring accuracy and efficiency throughout all billing processes.
• Act as a liaison between partners, managers, billing clerks, and the centralized collections team to facilitate smooth communication and workflow.
• Supervise the preparation and drafting of invoices by billing clerks, ensuring timely and accurate invoicing.
• Calculate monthly billing targets, track year-to-date actuals, and analyze unbilled completed work to proactively address billing delays.
• Utilize data-driven insights and firm policies to provide accurate billing recommendations and support financial objectives.
• Resolve internal and external billing issues, clarify billing details, and collaborate with accounts receivable to address payment delays.
• Schedule and lead meetings with partners and team members to review client billing, accounts receivables, and related topics.
• Monitor and analyze invoice aging reports to assist in resolving outstanding payment issues and optimize cash flow.
• Identify opportunities to simplify and centralize billing processes, contributing to ongoing process improvement initiatives.
• Support and facilitate billing-related training programs to ensure staff are well-equipped to handle billing tasks accurately and efficiently.

What You Bring to the Team

• Minimum of 3–5 years of relevant billing experience, preferably within a professional services firm.
• Advanced proficiency in Microsoft Excel (including pivot tables and graphs); strong skills in Word, PowerPoint, and Outlook.
• Excellent written and verbal communication skills, with the ability and willingness to learn new software applications.
• Solid analytical and problem-solving abilities, with strong attention to detail and organizational skills.
• Associate’s degree or higher in accounting, finance, or a related field (or equivalent work experience).

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current annual salary is $65,000 - $70,000.

For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.

What You Should Know

This is a full-time, hybrid role based in our Lake Oswego office. While there is flexibility in your weekly schedule, you’ll need to be available to work onsite up to three days per week—or more if business needs require it. Some travel required to lead training and implementations. Our standard office hours are Monday through Friday, 8:00 AM to 5:00 PM.

To Apply

Submit your resume.