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Financial Analyst

2 months ago

New York, New York, United States PitchBook Data Full time
About the Role:

PitchBook Data is seeking a highly skilled Billing & Accounts Receivable Analyst to join our Finance team. As a key member of our team, you will be responsible for managing the entire accounts receivable process, from assisting sales teams with billing questions to resolving past-due invoices.

Primary Job Responsibilities:
  • Review contracts for revenue and billing compliance
  • Create invoice and revenue schedules for signed contracts
  • Collaborate with sales to address billing and customer set-up inquiries
  • Complete contract and billing updates and changes
  • Respond to customer and employee inquiries regarding billing and collections
  • Communicate remittance information to outsourced cash application team
  • Contact clients and resolve past-due invoices
  • Submit invoices in client accounts payable portals
  • Support customer phone inquiries
  • Compile documentation for third-party collection submissions
  • Ensure billing and collection notes are up to date and complete
  • Ensure clean master data through collaboration with corporate teams
  • Assist with month-end closing duties
  • Support the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested
Requirements:
  • 2+ years of previous successful experience in an Accounts Receivable role
  • Strong organizational skills with excellent attention to detail
  • Excellent communication skills, both written and verbal
  • Ability to work independently, under tight deadlines, and in an ever-changing/dynamic environment
  • Proficiency with Microsoft Office suite, including in-depth knowledge of Outlook, Word, and Excel
Benefits & Compensation:

PitchBook Data offers a comprehensive benefits package, including comprehensive health benefits, additional medical wellness incentives, STD, LTD, AD&D, and life insurance. We also offer a paid sabbatical program after four years, paid family and paternity leave, annual educational stipend, and the ability to apply for tuition reimbursement.

Working Conditions:

The Billing & Accounts Receivable Analyst will work in a standard office setting, using PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Life at PitchBook:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we've heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.