Billing Analyst II

Description

Where Technical Accuracy Meets Purpose-Driven Impact
Use your billing and analytical skills to help employees across the country build financial independence.

At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. 

With a nationwide client base and a growing team, we offer a supportive and collaborative work culture with offices across the country — including in Maple Grove, MN, where this position is based. 

That’s Where You Come in as a Billing Analyst II

The Billing Analyst II is responsible for ensuring the accuracy, timeliness, and completeness of billing activities in accordance with company policies, internal controls, and applicable compliance requirements. As a key member of the accounting team, this role prepares invoices, processes customer payments, reconciles billing-related accounts, and supports customers and internal stakeholders in resolving billing inquiries. The Billing Analyst II collaborates closely with the Finance, Sales, and Customer Service teams to ensure optimal billing operations and customer satisfaction.

Essential Functions

Invoice Generation

• Prepare and issue accurate customer invoices based on contracts, sales orders, and service delivery details.

• Ensure invoicing aligns with pricing structures, billing rules, and payment terms.

• Address and resolve discrepancies in customer accounts or order details that affect invoicing accuracy.

Accounts Reconciliation

• Regularly reconcile customer accounts to ensure accuracy and completeness of billing and payment activity.

• Collaborate with the Accounting team to validate transaction accuracy within financial systems.

• Investigate and resolve discrepancies in billing records, payment applications, or account balances.

Payment Processing

• Track and apply customer payments to the correct invoices and accounts.

• Maintain detailed and organized records of all payments received.

• Monitor overdue balances and report delinquent accounts or payment trends to management.

Customer Support

• Respond to internal and external inquiries regarding invoices, payments, and billing matters.

• Follow up with customers to resolve billing issues while maintaining a high standard of customer service.

• Document recurring billing issues and provide input on process improvements.

Reporting

• Support preparation of billing and accounts receivable reports, including aging reports and payment summaries.

• Assist with analysis of customer payment patterns and contribute to cash flow forecasting activities.

Process Improvement & Compliance

• Recommend enhancements to billing processes to improve accuracy, efficiency, and internal controls.

• Ensure adherence to company policies, accounting standards, and compliance requirements (e.g., tax regulations).

• Maintain accurate and up-to-date billing records in accordance with internal guidelines.

Collaboration and Teamwork

• Communicate effectively with Sales, Customer Service, and Accounting to ensure timely and accurate billing.

• Participate in cross-functional discussions to streamline workflows and resolve complex billing issues.

Other Duties

• Perform administrative or accounting-related tasks as assigned.

• Support ad hoc reporting or special projects as needed.

Key Performance Indicators (KPIs)

• Invoice Accuracy: % of invoices generated without errors.

• On-Time Billing: Number/percentage of invoices issued within required timeframes.

• Discrepancy Resolution: Average resolution time for billing issues.

• Customer Satisfaction: Feedback from internal and external stakeholders on billing support.

Requirements

Skills & Abilities

• Strong attention to detail and ability to manage large volumes of data.

• Strong organizational and multitasking abilities in a fast-paced environment.

• Effective communication skills, both verbal and written.

• Ability to analyze data and resolve discrepancies.

• Customer service–oriented with a collaborative mindset.

• Proficiency in Microsoft Office, especially Excel (intermediate to advanced preferred).

Education & Experience

• High school diploma or equivalent required.

• Associate or Bachelor’s degree in Accounting preferred.

• 2-4 years of related billing or accounting experience. 

• Experience with TPA billing is a plus.

• Experience using accounting or ERP software such as Sage Intacct preferred.

Why You’ll Love Working Here as a Billing Analyst II

You’ll join a company that works hard and supports one another — while doing work that truly matters.

We offer:

· Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)

· 401(k) with company match + HSA with contribution

· Generous PTO for parental leave, vacation and holiday time

· Support for certifications, association dues, and professional growth

· Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

To get there, we live by our values every day:

· Precision – Accurate records, timely and error-free service.

· Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness.

· Advocacy – We champion regulatory and legislative change that benefits employers and employees.

· Collaboration – Trusted partners to clients, advisors, and teammates alike.

· Excellence – We bring personalized, proactive, high-touch service to everything we do.

This is more than a job. It’s your chance to create lasting impact — for your career, for your clients, and for the people whose futures you work to shape every day.

Apply now and make a career out of making a difference!

Blue Ridge is committed to equal pay and pay transparency.

 The annual base salary range for this position is $53,000 – $70,000. This range represents the anticipated compensation for this role across multiple U.S. labor markets and is intended as a general guideline. 

Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.

Equal Opportunity Employer

Must be authorized to work in the US.