Billing and Collections Analyst

The Billing and Collections Analyst serves as the onsite billing liaison between Insight Global, the client, project delivery teams, and Corporate Finance. This role is responsible for ensuring all billing requirements are accurately translated into scalable, compliant billing processes that align with both client expectations and Insight Global's billing system capabilities. The Billing and Collections Analyst develops a deep understanding of the services being delivered, client-specific billing requirements, department coding structures, cost allocation methodologies, and contractual invoicing obligations. Acting as a trusted business partner, this individual proactively works with client stakeholders to ensure billing requirements can be supported within Insight Global's billing systems while minimizing manual intervention and operational risk. This role is responsible for invoice quality assurance, billing dispute resolution, collections support, financial reconciliation, service credit validation, and ensuring all invoicing activity is accurate, auditable, and aligned with contractual requirements.

Client Billing Partnership

• Serve onsite as the primary billing and invoicing liaison for the client.
• Develop a thorough understanding of the services, projects, and contractual obligations being delivered.
• Build strong working relationships with client finance, procurement, operations, and accounts payable teams.
• Gather and document client billing requirements, including:
• Department codes
• Cost center allocations
• Purchase order requirements
• Funding sources
• Required invoice support
• Billing submission protocols
• Act as the primary escalation point for billing inquiries, disputes, rejected invoices, and payment issues.

Billing Operations & Process Design

• Develop billing processes that align client requirements with Insight Global billing system capabilities.
• Maintain expert-level knowledge of eRecruit and associated Insight Global billing platforms.
• Establish billing procedures that maximize automation and minimize manual invoice manipulation.
• Negotiate and collaborate with client stakeholders when requested billing requirements fall outside of system capabilities.
• Identify process improvement opportunities that reduce billing risk and increase efficiency.
• Ensure billing requirements remain within established financial controls and system guardrails.

Invoice Quality Assurance

• Review and validate invoices prior to submission to ensure:
• Billing accuracy
• Contract compliance
• Correct labor classifications
• Department coding accuracy
• Proper application of rates and service credits
• Required supporting documentation
• Perform detailed invoice audits to reduce invoice rejections and payment delays.
• Ensure all invoices meet both client and Insight Global compliance requirements.

Financial Reconciliation & Reporting

• Reconcile client billing data against Insight Global financial records.
• Validate that client requirements are accurately reflected within billing and accounting systems.
• Investigate and resolve billing discrepancies and variances.
• Maintain billing documentation and audit-ready support files.
• Partner with Corporate Finance to support month-end and quarter-end close activities.

Collections & Accounts Receivable Support

• Monitor outstanding receivables and payment activity.
• Partner with client accounts payable contacts, Corporate Finance, and collections teams to accelerate payment resolution.
• Support reduction of Days Sales Outstanding (DSO).
• Escalate non-payment concerns and help drive resolution plans.
• Maintain visibility into aging balances and invoicing status.

Service Credits & Billing Adjustments

• Work alongside operational and program teams to review service-level performance metrics.
• Validate service credits and billing adjustments for contractual compliance and accuracy.
• Ensure all credits are adequately documented and can be properly reflected on client invoices.
• Review billing impacts of service credits prior to invoice generation.

Governance & Documentation

Maintain and support:

• Billing procedures and process documentation
• Client billing requirement documentation
• Invoice support files
• Financial reconciliation records
• Service credit calculations
• Billing dispute logs
• Audit-ready supporting documentation

Required Qualifications

• 3+ years of experience in billing, invoicing, accounts receivable, collections, or revenue operations.
• Experience operating in a fast-paced, high-volume, and complex billing environment.
• Strong understanding of invoice generation, collections, accounts receivable, and customer payment processes.
• Demonstrated experience working directly with customers to resolve billing issues and payment disputes.
• Strong analytical and problem-solving skills.
• Ability to identify process gaps and create scalable billing solutions.
• Excellent communication and relationship management skills.
• Advanced Microsoft Excel skills.
• Strong attention to detail and financial accuracy.

Preferred Qualifications

• Experience supporting construction, infrastructure, data center, engineering, building services, or related industries.
• Experience with complex customer billing requirements and large-scale client accounts.
• Experience with ERP, billing, or financial systems.
• Experience working with managed services, staffing, professional services, or project-based billing environments.
• Familiarity with eRecruit or other staffing and workforce management platforms.
• Experience working onsite with customers and cross-functional business teams.

Key Performance Indicators (KPIs)

• Invoice Accuracy Rate
• Invoice Rejection Rate
• Invoice Submission Timeliness
• Days Sales Outstanding (DSO)
• Collection Effectiveness
• Billing Dispute Resolution Time
• Service Credit Accuracy
• Audit Compliance Results
• Billing Process Automation Rate
• Client Satisfaction