Billing Analyst

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

CoAd is seeking a detail-oriented and analytical Billing Analyst to join our Billing team. This position supports the company's billing operations through invoice generation, billing analysis, auditing, reporting, process improvement, and revenue validation. The Billing Analyst is responsible for ensuring the accuracy and integrity of billing data while helping identify opportunities to improve processes, strengthen internal controls, and protect company revenue.

This role supports the monthly billing cycle while also participating in ongoing operational initiatives, ad hoc projects, data analysis, and continuous process improvements. The Billing Analyst works closely with internal business partners to research complex billing issues, identify root causes, implement corrective actions, and support evolving business needs. Success in this role requires curiosity, sound analytical thinking, strong attention to detail, and the ability to independently manage multiple priorities in a fast-paced environment.

This position reports to the Director of Billing and collaborates closely with Finance, Accounts Receivable, Sales, Customer Success, Operations, and other internal teams.

Essential Job Functions

·       Generate, validate, post, and distribute monthly customer invoices through Salesforce Billing.

·       Review invoices placed in exception or review status, research discrepancies, perform corrections, and ensure timely completion.

·       Perform detailed audits to identify revenue leakage, overbilling, underbilling, and billing inconsistencies.

·       Investigate billing issues to determine root causes and implement corrective actions that reduce recurring issues.

·       Analyze invoice fluctuations and research unexpected increases or decreases in customer billing.

·       Review Salesforce CPQ data as it relates to billing and validate billing outputs within Salesforce Billing.

·       Import, reconcile, and validate billing data received from internal departments and third-party data sources.

·       Audit imported usage data and ensure accurate integration with Salesforce Billing usage summaries.

·       Generate recurring and ad hoc reports to support Finance, Accounts Receivable, and operational business needs, including NSF reporting support.

·       Partner with the Accounts Receivable team by providing billing data and reporting.

·       Support ongoing operational initiatives, new business processes, and system enhancements as business needs evolve.

·       Analyze existing workflows and recommend process improvements that improve efficiency, billing accuracy, and internal controls.

·       Research operational and billing issues across multiple systems, identify trends, and recommend long-term solutions.

·       Respond to escalated billing inquiries received primarily through email from internal business partners and, when appropriate, external clients.

·       Maintain documentation of billing corrections, audit findings, procedures, and process improvements.

·       Effectively manage multiple assignments, changing priorities, and special projects while consistently meeting deadlines.

Required Skills and Experience

·       Minimum 2 years of billing, finance, accounting, revenue operations, or related analytical experience.

·       Minimum 2 years of experience using Salesforce CRM or a comparable enterprise business system.

·       Minimum 2 years of auditing, reconciliation, financial analysis, or billing validation experience.

·       Advanced proficiency in Microsoft Excel, including formulas, pivot tables, lookups, filtering, sorting, and data analysis.

·       Strong working knowledge of Microsoft 365 applications including Outlook, Teams, SharePoint, Word, and Excel.

·       Ability to independently research issues, identify root causes, and recommend practical solutions.

·       Strong analytical thinking with the ability to recognize anomalies and investigate discrepancies.

·       Ability to manage multiple priorities, adapt to changing business needs, and support new projects with minimal supervision.

·       Excellent organizational, written communication, and problem-solving skills with exceptional attention to detail.

·       Experience using AI tools effectively to improve productivity while maintaining quality and appropriate human oversight.

Preferred Experience

·       Experience with Salesforce Billing.

·       Experience reviewing Salesforce CPQ as it relates to billing.

·       Experience in subscription, SaaS, payroll, HRIS, PEO, or usage-based billing environments.

·       Experience identifying revenue leakage and implementing process improvements.

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.