Subscription and Billing Analyst managing financial transactions and data reconciliation for a leading health tech company. Requires expertise in subscription management and financial processes.
Responsibilities
Conduct Case Analysis to determine action plan and ensure compliance. Review and interpret MSA terms and conditions and apply changes in accordance with customer contractual obligation.
Specific focus on large accounts that require multiple layers of data analysis with a high degree of accuracy, a clear understanding of transactional changes that may have affected subscriptions (such as P&P Migration) and presenting data clearly to key stakeholders.
Prepare reports to analyze account subscriptions and perform complex account reconciliations. Process financial transactions in both Salesforce and NetSuite.
Resolve billing disputes, process subscription corrections, perform product cancellations, customer subscription termination and all related subscription management changes.
Prepare credit analysis and rationale for Management approval in accordance with company credit policy. Create credit memos, process Re-Bills, and deliver to customer.
Identify, analyze, and interpret billing anomalies, process amendments while working closely with relevant business partners (Customer Success and Professional Services).
Effectively communicate with business partners to facilitate various aspects of the subscription management process and changes.
Ad hoc analysis around company initiatives such as Single Source of Truth (SSOT) and Data governance; provide meaningful explanation of variances to the teams building logic in the back-end systems.
Requirements
A minimum of 2-3 years’ experience in a combination of finance and operational environment, process improvement, financial analysis or other roles that focus on root cause analysis and controls.
Knowledge of subscription-based billing model in SaaS based environment is a plus.
Advanced Microsoft Office and Power Point skills.
Strong understanding of “Quote-to-Cash” meaning products, pricing, discounting, quoting, booking, order fulfillment, MSA, billing, amendments, and renewals.
Candidates must demonstrate a combination of academic aptitude, problem solving, strategic and critical thinking, and strong written and oral communications skills.
Strong analytical and organizational skills. Comfortable with large volumes of complex data from various source systems and presenting findings to senior management.
Strong work ethic with the ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing environment.
Ability to manage multiple cases and projects at once.
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