Co-Source Solutions · 1 day ago
Billing Manager
New York, NY
Full-time
Hybrid
Senior Level
5+ years expCo-Source Solutions is seeking a Billing Manager who brings a strong foundation in accounts receivable and analytical thinking. The role involves managing day-to-day transactions, identifying trends, assessing risk, and leading improvements in billing processes to enhance accuracy and member experience.
AccountingConsultingFinance
Hiring Manager
Dylan Kennedy
Responsibilities
Own all aspects of the accounts receivable function, ensuring accuracy, consistency, and timeliness across monthly billing, cash application, refunds, adjustments, and reconciliations
Manage and prioritize billing workflows in Salesforce, maintaining data integrity and alignment with internal policies
Serve as the primary owner of open balances, overseeing monitoring, outreach, and resolution strategies, and acting as the main Finance point of contact for billing-related matters with professionalism, empathy, and sound judgment
Collaborate with Development, Membership, and other internal stakeholders to resolve complex account issues and ensure a cohesive member experience
Analyze accounts receivable and billing data to identify trends, risks, opportunities, related to payment behavior, member engagement, and financial exposure
Prepare and present periodic reporting on open balances, and related metrics for Finance leadership
Partner with the CFO and Finance team to support decision-making around billing practices, payment plans, and write-offs
Act as the internal subject-matter expert on Salesforce as it relates to billing and accounts receivable
Proactively identify, recommend, and implement improvements to billing and AR processes, leveraging technology to increase efficiency, accuracy, and access to data
Document workflows, standard practices, and internal controls to support scalability and continuity
Ensure adherence to internal policies related to financial aid, payment plans, and write-offs
Manage all aspects of year-end tax letters related to billing and receivables
Support audits and other finance initiatives as needed
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field required
5–7 years of progressive experience in accounts receivable, billing, or related financial operations
Demonstrated experience owning accounts receivable or billing processes end-to-end
Experience analyzing AR or billing data to identify trends, risks, or opportunities
Experience improving, documenting, or scaling financial workflows or systems
Strong Excel skills and comfort working with financial data and reports
Proven ability to quickly learn and effectively utilize systems and databases
Preferred
Salesforce preferred, not required
Company
Co-Source Solutions
Co-Source Solutions provides business consulting services for the accounting and financial sectors.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mitch Silverberg, CPA
Managing Partner
Company data provided by crunchbase