Aldrich · 2 weeks ago
Billing Analyst
Lake Oswego, OR
Full-time
Hybrid
Mid Level
$65K/yr - $70K/yr
3+ years expAldrich is a growth-minded West Coast regional professional services firm committed to improving the lives of its people, clients, and communities. As a Billing Analyst, you will oversee the billing cycle, ensuring accuracy and efficiency while collaborating with various teams to resolve billing issues and support financial objectives.
AccountingAdviceEmployee BenefitsFinanceFinancial ServicesRetirement
Responsibilities
Oversee the complete billing cycle for assigned partners and managers, ensuring accuracy and efficiency throughout all billing processes
Act as a liaison between partners, managers, billing clerks, and the centralized collections team to facilitate smooth communication and workflow
Supervise the preparation and drafting of invoices by billing clerks, ensuring timely and accurate invoicing
Calculate monthly billing targets, track year-to-date actuals, and analyze unbilled completed work to proactively address billing delays
Utilize data-driven insights and firm policies to provide accurate billing recommendations and support financial objectives
Resolve internal and external billing issues, clarify billing details, and collaborate with accounts receivable to address payment delays
Schedule and lead meetings with partners and team members to review client billing, accounts receivables, and related topics
Monitor and analyze invoice aging reports to assist in resolving outstanding payment issues and optimize cash flow
Identify opportunities to simplify and centralize billing processes, contributing to ongoing process improvement initiatives
Support and facilitate billing-related training programs to ensure staff are well-equipped to handle billing tasks accurately and efficiently
Qualification
Required
Minimum of 3–5 years of relevant billing experience, preferably within a professional services firm
Advanced proficiency in Microsoft Excel (including pivot tables and graphs); strong skills in Word, PowerPoint, and Outlook
Excellent written and verbal communication skills, with the ability and willingness to learn new software applications
Solid analytical and problem-solving abilities, with strong attention to detail and organizational skills
Associate's degree or higher in accounting, finance, or a related field (or equivalent work experience)
Benefits
Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
Company
Aldrich
Aldrich offers accounting, auditing, assurance, business advisory, retirement planning, employee benefits, tax & wealth management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Tatone
CEO
Jace Paine
CFO - Outsourced Accounting Services
Recent News
Portland Business Journal
2025-02-26
Company data provided by crunchbase