Billing Analyst II

Job Overview

Where Technical Accuracy Meets Purpose-Driven Impact
Use your billing and analytical skills to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security.

Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.
With a nationwide client base and a growing team, we offer a supportive and collaborative work culture with offices across the country — including in Maple Grove, MN, where this position is based.

The Billing Analyst II is responsible for ensuring the accuracy, timeliness, and completeness of billing activities in accordance with company policies, internal controls, and applicable compliance requirements. As a key member of the accounting team, this role prepares invoices, processes customer payments, reconciles billing-related accounts, and supports customers and internal stakeholders in resolving billing inquiries. The Billing Analyst II collaborates closely with the Finance, Sales, and Customer Service teams to ensure optimal billing operations and customer satisfaction.

• Prepare and issue accurate customer invoices based on contracts, sales orders, and service delivery details.
• Ensure invoicing aligns with pricing structures, billing rules, and payment terms.
• Address and resolve discrepancies in customer accounts or order details that affect invoicing accuracy.

• Regularly reconcile customer accounts to ensure accuracy and completeness of billing and payment activity.
• Collaborate with the Accounting team to validate transaction accuracy within financial systems.
• Investigate and resolve discrepancies in billing records, payment applications, or account balances.

• Track and apply customer payments to the correct invoices and accounts.
• Maintain detailed and organized records of all payments received.
• Monitor overdue balances and report delinquent accounts or payment trends to management.

• Respond to internal and external inquiries regarding invoices, payments, and billing matters.
• Follow up with customers to resolve billing issues while maintaining a high standard of customer service.
• Document recurring billing issues and provide input on process improvements.

• Support preparation of billing and accounts receivable reports, including aging reports and payment summaries.
• Assist with analysis of customer payment patterns and contribute to cash flow forecasting activities.

• Recommend enhancements to billing processes to improve accuracy, efficiency, and internal controls.
• Ensure adherence to company policies, accounting standards, and compliance requirements (e.g., tax regulations).
• Maintain accurate and up-to-date billing records in accordance with internal guidelines.

• Communicate effectively with Sales, Customer Service, and Accounting to ensure timely and accurate billing.
• Participate in cross-functional discussions to streamline workflows and resolve complex billing issues.

• Perform administrative or accounting‑related tasks as assigned.
• Support ad‑hoc reporting or special projects as needed.

• Invoice Accuracy: % of invoices generated without errors.
• On‑Time Billing:
  Number/percentage of invoices issued within required time frames.
• Discrepancy Resolution:
  Average resolution time for billing issues.
• Customer Satisfaction:
  Feedback from internal and external stakeholders on billing support.

• Strong attention to detail and ability to manage large volumes of data.
• Strong organizational and multitasking abilities in a fast‑paced environment.
• Effective communication skills, both verbal and written.
• Ability to analyze data and resolve discrepancies.
• Customer…