Billing Analyst I

Robert Half

San Ramon, CA, United StatesYesterday

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Key details

Salary
$49K–$72K/yr
Location
San Ramon, CA, United States
Work style
Onsite
Level
Entry level
Job type
Full-time
Experience
3–6 yrs
Function
Finance & Accounting
Focus area
other
Posted
Yesterday

Skills

customer serviceerpexcelinternal controlsinvoicingjournal entriesmicrosoft officemicrosoft windowsmicrosoft wordoutlookpeoplesoftreconciliation

About the role

Who We Are


Robert Half is seeking a Billing Analyst to join the Billing Analyst team. The team is responsible for analyzing client special billing requirements and determining best course of action. The team is ultimately responsible for negotiating and influencing the Field and clients on the most appropriate billing set- up to meet client needs and the most effective of invoicing RH's clients. They are the first line of defense in trouble-shooting invoicing/ billing issues and customer service inquiries and are also in a unique position in identifying emerging business requirements. In addition, the Billing Analyst team works closely with the Billing Production team by setting up templates and special billing profiles that assist them in the distribution of invoices. The team interacts with RH Field Sales offices, support staff and clients while responding to inquiries as required.

What You'll Do


  • Analyze client requirements for effective master data and invoicing set-up and make the determination of whether it requires a manual or systematic set-up.
  • Create client profiles and instructions to guide the Production team on invoice special handling and distribution.
  • Resolve invoicing issues.
  • Prepare inter-unit/ intercompany adjustments, rebates, account reconciliations, and internal reports. Prepare rebate calculations, create journal entries for same, and prepares check requests for clients.
  • Sales tax support in researching and resolving tax calculations, exemptions, and invoicing issues. Also, reviewing tax certificates and providing tax guidance.
  • Provide extensive customer service (as a member of the Billing Customer Service team) to internal/external clients.
  • Resolve system invoice errors.
  • Investigate and resolve BIRs (Bonus Investigations Reports) or sales bonus inquiries.
  • Participate in User Acceptance Testing resulting from changes, upgrades or enhancements to the systems or technology.
  • Identify or contribute to process improvements.
  • Responsible for adhering to RH policies and procedures, internal controls and Sarbanes-Oxley requirements.
  • Handle special projects as assigned.


What You'll Need


  • Bachelor’s degree in Business, Finance, Accounting or equivalent, relevant work experience.
  • With a degree, 3+ years’ experience in a financial or accounting position with an emphasis on billing, without a degree, 5+ years’ experience.
  • Highly analytical with excellent reconciliation experience and sound accounting working knowledge.
  • Prior experience in an ERP (preferably PeopleSoft Financials) and high volume processing environment required.
  • Proficiency in Microsoft Office (Excel, Word, Outlook) 10 -key and Windows application.
  • Web billing platform experience preferred such as Ariba and Coupa, among others.
  • Ability to clearly and concisely convey ideas both verbally and in writing in a professional business setting.
  • Must be highly organized, detail-oriented, service oriented, and demonstrate problem solving ability while prioritizing job responsibilities.
  • Perform as a team player while being able to independently complete tasks in a coordinated environment.
  • Must be able to exhibit customer service and a high level of professionalism.
  • Ability to grasp new concepts, including technology.

The typical annual salary range for this position is shown below and is negotiable depending upon experience and location.

$49,000.00 - $72,000.00

We offer exceptional earning potential and a competitive benefits package, including group health insurance benefits (medical, vision, dental), FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at https://roberthalfbenefits.com.

Robert Half Inc. is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Robert Half’s Corporate Services facility employment process, any offer of employment is contingent upon successful completion of a background check.

Our recruiters use their expertise and may utilize AI to help with their evaluation of candidates.

Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.

In your email please include the following:

  • The specific accommodation requested to complete the employment application.

  • The location(s) (city, state) to which you would like to apply.

For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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