Financial & Billing Analyst

Who You Are:

The Financial & Billing Analyst, is a detail-oriented, analytical finance professional who combines strong billing execution with data analysis and problem-solving. This role is responsible for accurate and timely billing, monthly sales commission calculations, pricing analysis, and selected financial planning and analysis support. The analyst works across Salesforce, Sage, Excel, Planful and other finance systems to reconcile data, investigate discrepancies, and improve the accuracy and efficiency of recurring processes.

Success in this role requires strong technical skills, sound judgment, and the ability to translate financial and operational data into clear, actionable information for Finance and business partners.

* Applicants must be authorized to work in the US without needing sponsorship now or in the future. All applicants must be US based.*

As a Financial & Billing Analyst, you will support core billing operations while providing analytical support across Finance. You will own recurring processes such as billing and commission calculations, support pricing and revenue-related analyses, and assist FP&A with defined schedules, reporting, and ad hoc analysis. You will partner closely with Sales, Customer Success, Finance/Accounting, and other teams to ensure accurate data, timely execution, and continuous process improvement.

• Billing & Order Management
  • Manage recurring and one-time billing in alignment with contract terms and internal policies.
  • Review closed sales orders for completeness and accuracy, including customer details, products, pricing, quantities, billing and payment terms, and required supporting information.
  • Generate and distribute accurate customer invoices and maintain current customer and billing data in Salesforce CRM and Sage ERP.
  • Collaborate with Sales and other stakeholders to resolve incomplete or inaccurate order information and support timely billing and revenue processing.
  • Investigate and resolve billing discrepancies; provide supporting documentation or clarification to assist collection efforts as needed.
  • Perform open-order reviews as part of the month-end close process and communicate status and outstanding items to the appropriate teams.
  • Support periodic reviews of billing schedules and revenue-related data to ensure completeness, accuracy, and audit readiness.
• Sales Commissions
  • Own the monthly sales commission calculation process in accordance with approved compensation plans for commission-based teams.
  • Compile, validate, and reconcile sales, billing, and customer data used in commission calculations; investigate and resolve exceptions before payout.
  • Coordinate with Finance and leadership to validate commission results, resolve questions, and provide timely and transparent reporting.
  • Maintain commission calculation models and supporting documentation and assist with analysis of proposed compensation plan changes.
• Pricing & FP&A Support
  • Support monthly and ad hoc customer price increase initiatives, including modeling financial impact by customer, product, or revenue category and validating approved changes.
  • Prepare recurring and ad hoc analysis of billing, revenue, customer, and pricing trends, including variance and exception analysis.
  • Assist FP&A with defined forecast and budget inputs, supporting schedules, recurring reporting, and other analytical requests.
  • Build and reconcile datasets used by Finance leadership to support decision-making and identify trends or data inconsistencies.
• Systems, Data & Process Improvement
  • Develop and maintain models in both Excel and in the FP&A system, reconciliations, and reporting tools that improve the accuracy and efficiency of recurring Finance processes.
  • Identify and recommend improvements to Salesforce CPQ, billing workflows, and related Finance processes; partner with internal teams on implementation and validation.
  • Perform data validation across Salesforce, Sage, and other financial systems and investigate the root cause of discrepancies.
  • Maintain and update billing, commission, and analytical procedures and documentation to support consistency, training, and audit readiness.
  • Perform other duties as needed to help drive our vision, fulfill our mission, and abide by our values.
• Supervisory Responsibilities
  • None

• Required Skills/Abilities:
  • Strong analytical and problem-solving skills with exceptional attention to detail and accuracy.
  • Advanced Excel skills, including pivot tables, XLOOKUP or similar lookup…