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Senior Billing Analyst ID69197

Efetivo

AgileEngine

AgileEngine is an Inc. 5000 company that creates award-winning software for Fortune 500 brands and trailblazing startups across 17+ industries. We rank among the leaders in areas like application development and AI/ML, and our people-first culture has earned us multiple Best Place to Work awards.

WHY JOIN US

If you're looking for a place to grow, make an impact, and work with people who care, we'd love to meet you!

ABOUT THE ROLE

We are looking for a Senior Billing Analyst to manage billing support, triage financial system incidents, and drive operational accuracy across invoicing, credit memos, refunds, and accounts receivable workflows within a large-scale SaaS platform. You will write SQL queries to validate and reconcile financial data, support month-end close activities, and design scalable SOPs and process improvements in close partnership with Finance and Accounting teams. Experience with Zuora or Adyen is a strong plus.

WHAT YOU WILL DO

- Manage billing support requests, financial system inquiries, and operational issues across finance-related platforms;

- Own the triage process for incidents, requests, and support tickets, ensuring proper prioritization and routing to the appropriate teams;

- Perform root cause analysis to identify and resolve underlying system, data, and process issues;

- Execute data corrections and operational fixes using internal tools and systems when required;

- Support incident and event management activities, including troubleshooting and resolution of production issues;

- Partner with Finance and Accounting teams to support month-end close activities, reconciliations, financial reporting, and operational readiness;

- Analyze billing, invoicing, credit memo, refund, payment, and accounts receivable processes to ensure operational accuracy and efficiency;

- Design, document, validate, and continuously improve operational processes and workflows;

- Create, maintain, and enhance Standard Operating Procedures (SOPs) and process documentation;

- Develop and execute data validation, reconciliation, and reporting activities to ensure financial data integrity;

- Write SQL queries and scripts to extract, analyze, validate, and reconcile business data across multiple systems;

- Collaborate with cross-functional stakeholders to translate business requirements into scalable operational and system solutions;

- Lead or support strategic initiatives involving financial systems, billing operations, and process transformation projects;

- Drive continuous improvement efforts focused on automation, operational efficiency, and process standardization.

MUST HAVES

- 4+ years of experience in Business Analyst or similar roles;

- Strong financial analysis skills with demonstrated finance and accounting domain expertise;

- Deep understanding of billing operations, invoicing, credit memos, refunds, payment workflows, and the accounts receivable lifecycle;

- Experience supporting month-end close processes, reconciliations, AP/AR workflows, financial reporting, and ERP-related initiatives;

- Proven experience working with third-party financial and operational systems;

- Advanced SQL skills with the ability to extract, analyze, validate, reconcile, and report on business data;

- Strong data validation, reconciliation, troubleshooting, and root cause analysis capabilities;

- Advanced proficiency with Microsoft Excel and Google Sheets , including Pivot Tables and complex data analysis functions;

- Experience creating, documenting, and maintaining operational procedures and SOPs;

- Ability to identify process improvement opportunities and design scalable operational solutions;

- Strong analytical thinking, organizational skills, and attention to detail;

- Ability to work independently, manage ambiguity, and exercise sound judgment when defining solutions;

- Demonstrated finance-focused business analysis experience beyond traditional Business Analyst responsibilities;

- Upper-intermediate English level.

NICE TO HAVES

- Experience with financial systems, operational processes, reporting ecosystem, IQL, or other internal tools;

- Hands-on experience with Zuora , including billing, subscriptions, invoicing, credit memos, and revenue-related workflows;

- Experience with Adyen or similar payment processing platforms, including payment operations, transaction management, refunds, and reconciliation processes;

- Understanding of enterprise financial system integrations and data flows across billing, payment, accounting, and reporting platforms;

- Experience leveraging AI-powered productivity tools such as Cursor , GitHub Copilot , Claude Code , Gemini , ChatGPT , or similar technologies to improve business analysis, documentation, process design, automation, and operational efficiency.

PERKS AND BENEFITS

- Professional growth : Accelerate your professional journey with mentorship, TechTalks, and personalized growth roadmaps.

- Competitive compensation : We match your ever-growing skills, talent, and contributions with competitive USD-based compensation.

- Exciting projects : Join projects with modern solutions development and top-tier clients, including Fortune 500 enterprises and leading product brands.

- Flextime : Tailor your schedule for an optimal work-life balance, with options for remote work and flexible hours.

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