Director Billing Planning and Analysis

The Director of Billing Planning and Analysis is a strategic role responsible for aligning Finance and Billing analytics to improve cross‑functional data collaboration, aligning the company’s strategic goals with Home Serve’s financial plan. This role requires strong analytical, strategic and communication skills and involves managing a team, collaborating with other departments, and presenting findings to senior management. The director will analyze financial and billing data, identify trends, and provide insights to improve forecasting and business processes.

• Serve as the primary liaison between Finance and Billing departments to align priorities, process enhancements, and reporting accuracy.
• Develop and implement cross‑functional strategies to improve revenue recognition, cash flow forecast and financial accuracy.
• Evaluate current billing and finance workflows and recommend improvements to enhance reporting with the goal of reducing payment application variances.
• Implement a process for aligning suspends reconciliation and unapplied cash between Operations and Finance systems.
• Support Project Odyssey implementation by assisting in system configuration and testing to ensure optimal functionality.
• Prepare and communicate monthly business review of billing/finance issues including key KPI tracking and performance.
• Establish robust reporting, analytics, and dashboards to monitor billing performance against financial forecasts, identify trends, and drive data‑driven decisions.

• Project Odyssey – 15%
• Reconciliation and unapplied cash – 30%
• Process improvements – 25%
• Reporting – 30%
• Total – 100%

• Bachelor’s degree or equivalent experience.
• Minimum of 7 years of experience in Finance or Business Operations.
• Strong analytical, verbal and written communication and interpersonal skills.
• Well organized, detail oriented, able to work under pressure and meet deadlines while managing multiple concurrent tasks.
• Competency in MS Windows, MS Word, MS Excel and MS Outlook.
• Strong work ethic and willingness to take ownership.
• Ability to work independently.
• Ad‑hoc responsibilities as assigned.
• Travel up to 15% as needed.

Salary Range (Chattanooga, TN): $ to $
Salary Range (Norwalk, CT): $ to $

Annual Bonus Potential: 20%

The physical demands described represent those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions of the position for which they work. While performing the duties of this position, the employee is regularly required to listen, talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls while executing tasks like working on a computer or talking on the telephone.

The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate to low.

This job description is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Home Serve USA is an equal opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.