Lead Analyst - Accounts Receivable & Billing jobs in United States
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McKinstry · 2 days ago

Lead Analyst - Accounts Receivable & Billing

McKinstry is innovating the waste and climate harm out of the built environment and creating lasting impact. The Lead Accounts Receivable & Billing Analyst serves as the analytical and operational lead within the Billing and AR functions, responsible for developing data-driven insights, ensuring data integrity, and optimizing processes.

ConstructionIndustrialIndustrial EngineeringRenewable Energy
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Responsibilities

Lead end-to-end oversight of complex accounts, including billing execution, cash application, and collection activities, ensuring accuracy, compliance, and alignment with contractual and financial requirements
Serve as the primary escalation point for high-value, cross-functional, or technically complex accounts
Partner closely with Project Management, Operations, and Finance to proactively identify risks, interpret contract terms, and ensure timely and accurate invoicing and revenue realization
Review, validate, and approve complex transactions, adjustments and account activity; ensure accounting entries align with GAAP and internal policies
Provide leadership, technical guidance, and quality assurance support to AR or Billing Specialists promoting consistency and best practices
Act as a key liaison between AR operations and senior leadership communicating performance metrics, emerging challenges, root causes and recommend solutions
Validate accuracy and completeness of complex invoices and account reconciliations to ensure compliance with contract terms and company policies
Lead proactive resolution of account discrepancies, reconcile customer accounts, investigate unapplied and misapplied payments, and drive timely resolution
Provide hands-on support during peak workloads, system implementations, process changes or when advances expertise is required
Prepare and interpret AR and billing performance reports, including cash forecasting, aging analysis, and trend identification
Develop and monitor KPIs (e.g., Days Sales Outstanding (DSO), AR turnover, billing error rates, payor trends) and provide actionable insights to leadership
Support month-end and quarter-end close activities by reconciling accounts and validating AR balances
Partner with Finance to analyze customer credit exposure and support risk mitigation strategies
Present data-driven insights and recommendations that support financial planning and leadership decision-making
Maintain data integrity across ERP and reporting systems, ensuring accuracy in coding, documentation, and financial records
Evaluate existing workflows and identify opportunities for automation, efficiency improvements, and error reduction
Support system upgrades, process redesign efforts, and development of new reporting capabilities
Serve as the primary escalation point for high-value, cross-functional, or technically complex accounts

Qualification

Accounts ReceivableBillingFinancial ReportingData AnalyticsExcelERP SystemsAnalytical SkillsProblem-SolvingCommunication SkillsTeamworkMentoring

Required

Bachelor's degree in accounting, Finance, Business Administration, Data Analytics related field or relevant work experience required
Minimum of 5+ years of progressive experience relevant to billing and collections, with at least 2 years of supervisory preferred
Strong understanding of billing, accounts receivable, adjustments, and financial reporting
Advanced analytical skills with the ability to interpret complex data, identify trends, and deliver actionable insights
Proven ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment
High proficiency in Excel (pivot tables, lookups, modeling, data cleansing) and experience with ERP systems (e.g., Vista, SAP, Oracle, NetSuite, D365)
Strong analytical, problem-solving, and decision-making skills, with the ability to drive data-driven insights and actions
Highly adaptable, flexible, and resilient, with the ability to thrive in a fast-paced and changing environment
Strong mentoring and coaching abilities; effective communication and teamwork skills

Benefits

Competitive pay
401(k) with employer match and profit-sharing plan
Paid time off and holidays
Comprehensive medical, prescription, dental, and vision with low or zero deductible options and low out of pocket maximums
Family formation benefits, including adoption and IVF assistance
Up to 16 weeks paid parental leave
Transgender inclusive benefits
Commuter benefits
Pet insurance
“Building Good” paid community service time
Learning and advancement opportunities via McKinstry University
McKinstry Moves onsite gyms or reimbursement for remote workers

Company

McKinstry

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McKinstry is an engineering company specializing in designing, constructing, operating, and maintaining high-performing buildings.

Funding

Current Stage
Late Stage
Total Funding
$0.77M
2015-04-23Seed· $0.53M
2013-07-16Seed· $0.24M

Leadership Team

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Ash Awad
Chief Market Officer
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Company data provided by crunchbase