Billing & Data Specialist

Billing & Data Specialist - Job Description

**Job Title:** Billing & Data Specialist

**Location:** Richardson, TX

**Department:** Finance & Accounting

**Reports To:** Controller/Director of Finance

Position Summary:

We need a skilled Billing & Data Specialist to enhance our billing operations with accuracy and efficiency. Responsibilities include generating customer invoices, managing billing data, and collaborating with teams to improve workflows. The ideal candidate must be proficient in Excel, including VLOOKUP, INDEX/MATCH, IF statements, pivot tables, and large dataset manipulation. They should independently troubleshoot issues, identify process gaps, and resolve problems in a fast-paced environment.

Key Responsibilities:

· Prepare, review, and process billing weekly to ensure accurate invoicing to customers.

· Extract, clean, and manipulate large datasets from the proprietary operating system for upload into the accounting system.

· Use advanced Excel skills—including VLOOKUP, INDEX/MATCH, IF statements, pivot tables, and large dataset formatting—to streamline billing tasks and identify discrepancies.

· Manage billing-related data, including customer pricing, billing templates, and invoice formats.

· Set up new customers in the accounting system with correct pricing structures and price sheets.

· Review contracts and billing logic to ensure billing terms and pricing align with customer agreements.

· Perform credit memos, adjustments, and billing rebills during off-cycle periods as necessary.

· Troubleshoot billing discrepancies with a solution-oriented approach.

· Collaborate with internal teams to improve and automate billing and collection workflows.

· Monitor the billing cycle and address data or process issues to minimize delays and ensure billing accuracy.

· Work with the contracting and operations teams to resolve customer concerns and ensure correct pricing setup.

· Support internal and external audits by providing detailed billing documentation and Excel-based data analysis.

· Communicate clearly and professionally with internal teams and external customers regarding billing issues.

· Participate in ongoing process improvement initiatives focused on efficiency, data integrity, and scalability.

· Handle multiple priorities and meet deadlines in a high-volume environment.

· Prepare, review, and process billing twice monthly to ensure accurate invoicing to customers.

· Extract, clean, and manipulate large datasets from the proprietary operating system for upload into the accounting system.

· Use advanced Excel skills—including VLOOKUP, INDEX/MATCH, IF statements, pivot tables, and large dataset formatting—to streamline billing tasks and identify discrepancies.

· Manage billing-related data, including customer pricing, billing templates, and invoice formats.

· Set up new customers in the accounting system with correct pricing structures and price sheets.

· Review contracts and billing logic to ensure billing terms and pricing align with customer agreements.

· Perform credit memos, adjustments, and billing rebills during off-cycle periods as necessary.

· Troubleshoot billing discrepancies with a solution-oriented approach.

· Collaborate with internal teams to improve and automate billing and collection workflows.

· Monitor the billing cycle and address data or process issues to minimize delays and ensure billing accuracy.

· Work with the contracting and operations teams to resolve customer concerns and ensure correct pricing setup.

· Support internal and external audits by providing detailed billing documentation and Excel-based data analysis.

· Communicate clearly and professionally with internal teams and external customers regarding billing issues.

· Participate in ongoing process improvement initiatives focused on efficiency, data integrity, and scalability.

· Handle multiple priorities and meet deadlines in a high-volume environment.

Qualifications:

· Proven experience in billing, accounts receivable, or a similar financial role, or excellent excel skills to manipulate and manage data to create billing files.

· Strong data management and analytical skills; experience working with large data sets.

· Prepare, review, and process billing to ensure timely and accurate invoicing to customers.

· Extract, clean, and manipulate large datasets from our proprietary operating system for upload into the accounting system.

· Experience with advanced Excel skills—including VLOOKUP, INDEX/MATCH, IF statements, pivot tables, and large dataset formatting—to streamline billing tasks and identify discrepancies.

· Strong data management and analytical skills; experience working with large data sets.

· Basic accounting knowledge, including revenue recognition and account reconciliations.

· High attention to detail and accuracy.

· Proven ability to work independently and collaboratively within a team.

· Excellent communication and interpersonal skills.

· Experience with financial software; Sage Intacct strongly preferred.

· Proficiency in Excel or other data analysis tools.

· Ability to quickly manipulate large data sets into usable formats and drive process efficiency.

· Ability to multitask and prioritize work effectively.

Preferred Skills:

· Experience in a healthcare or service-based environment.

· Familiarity with custom or homegrown operating systems.

· Basic understanding of customer contracts and billing compliance requirements and using SF.com.

Working Conditions:

· Onsite office environment.

· Occasional overtime may be required during peak periods (month-end, year-end).

Benefits:

· Competitive salary.

· Health, dental, and vision insurance.

· Retirement savings plan (401k) with company match.

· Paid time off and holidays.

· Professional development opportunities.

Company Culture: Our company values teamwork, innovation, and integrity. We foster a collaborative environment where employees are encouraged to contribute ideas and grow both personally and professionally.