Our Firm



Billing & Collections Analyst

Entry Level

Upserve | Finance | Providence, RI

The Billing & Collections Analyst will have the responsibility for the day-to-day overview and administration of the bookings and accounts receivable process, including driving customer collections. This role will work closely with the Finance and Customer Success teams to reconcile billing date. 

• Manage collection process for all calls to key accounts and outstanding receivables 
• Ensure detailed documentation of collections efforts and conversations are completed timely and accurately
• Ensuring proper classification of bookings
•  Working with a subscription billing system to reconcile billing data for accuracy
• Generating, delivering and tracking customer invoices
• Processing and posting customer payments and generating payment receipts upon request
• Preparing and analyzing collections reports and recommending action plans
• Enlisting the efforts of sales, support and other internal staff to accelerate the collection process
• Communicating and following up effectively with finance and sales on a daily basis
• Providing customer service and billing support to resolve any issues and to collect on open invoices
• Reconciliation of the Company’s billings and bookings on a monthly basis including investigation of significant variances.
• Ad hoc reporting, as necessary.
Skills & Requirements

• Bachelor’s degree in Accounting, Finance, Business, or Economics preferred
• 2+ years of relevant experience managing collections cases
• Knowledge of Accounts Receivable, general billing and collections procedures; SaaS subscription billing a plus
• Strong knowledge and understanding of Excel
• Experience with accounting software, NetSuite preferred
• Ability to multi-task across projects and work cross-functionally