Billing Operations Analyst jobs in United States
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Kota · 2 days ago

Billing Operations Analyst

Kota is making insurance and retirement benefits more accessible through its innovative platform. The Billing Operations Analyst will support the Finance Team by handling billing processes, maintaining procedures, and driving internal projects.

AppsFinancial ServicesFinTechInsuranceInsurTechRetirement

Responsibilities

Review, approve & process credit note requests
Review contracts & account setup accuracy when the need arises
Answer internal billing questions in a timely & professional manner, including escalations
Guide GTM & other teams on billing best practices
Calculate and process monthly / quarterly commissions
Create & maintain Standard Operating Procedures (SOPs)
Process refunds / invoices
Drive internal projects from concept to completion
Complete Month-End Close activities as required

Qualification

ExcelBilling systemsERP systemsSQLCustomer service

Required

Have 1+ year experience in a Finance/Accounting/Operations related field
Have advanced excel skills including formulas sage and analysing data via pivot tables
Can work independently to drive workload and identify areas of opportunity
Have experience troubleshooting and/or answering complex customer queries in a timely and professional manner
Are proactive and curious in your way of working

Preferred

SQL knowledge is a nice to have
Have previous experience with Billing systems and ERP systems

Benefits

Health Insurance via Kota (€1,600 toward a plan of your choice)
Workplace Pension with matched contributions up to 5% via Kota
WFH stipend to support your home office needs
Generous Paid Time Off - work hard and take the time you need
Annual company-wide offsite and dedicated team offsite

Company

Kota

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We make it extraordinarily easy to roll out and manage benefits globally.

Funding

Current Stage
Early Stage
Total Funding
$22.37M
Key Investors
EurazeoEQT Ventures
2025-05-22Series A· $14.5M
2023-10-25Seed· $5.28M
2023-04-01Seed
Company data provided by crunchbase