The Role
Manage recurring and project-based billing, accounts receivable follow-up, collections support, payment reconciliation, billing data cleanup, and customer record validation across multiple portfolio companies. The role partners with Accounting and operating teams, standardizes billing practices, resolves discrepancies, maintains documentation, and identifies AI and automation opportunities to improve financial processes. This is a hybrid role requiring candidates in the greater Tampa area for approximately one day per week of in-person collaboration.
Summary Generated by Built In
Shield is seeking a detail-oriented Billing & Accounts Receivable Analyst to support billing and receivables activities across several portfolio companies (ShieldCos). Reporting to a senior accounting leader, this hands-on role will bring strong operational ownership to billing processes while leveraging technology and AI-enabled workflow improvements.
The Billing & AR Analyst will manage recurring and project-based billing, support collections and account follow-up as needed, help clean and validate historical billing data within PSA systems, and establish consistent billing best practices. This role will liaise closely with Accounting to help ensure appropriate accounting treatment and will consistently maintain and validate customer records in NetSuite. It is well suited to someone who is comfortable working across multiple businesses, navigating imperfect data, and identifying ways to make financial processes more accurate, scalable, and efficient.
Candidates should be located within the greater Tampa area for in-person collaboration at Shield's Tampa, FL headquarters, on average 1 day per week.
Key Responsibilities
- Manage billing activities on behalf of multiple Shield portfolio companies, including recurring managed services, projects, hardware, and other client invoicing.
- Review billing data for accuracy, completeness, proper contract alignment, and timely invoice generation.
- Support accounts receivable activities, including monitoring aging, following up on outstanding balances, resolving billing discrepancies, and assisting with collections when needed.
- Partner with portfolio-company teams to gather billing inputs, clarify account details, and ensure invoices are issued accurately and on schedule.
- Clean, reconcile, and improve historical billing data within PSA and related billing systems, and consistently maintain and validate customer records in NetSuite.
- Help document, standardize, and implement billing and AR best practices across several portfolio companies.
- Identify opportunities to use AI, automation, and other technology to reduce manual work, improve data quality, and scale the billing operation.
- Liaise with Accounting to help ensure billing activity is aligned with appropriate accounting treatment.
- Participate in cross-functional projects as business needs arise.
- Maintain clear documentation, reporting, and communication with internal stakeholders and portfolio-company (ShieldCo) teams.
Skills, Knowledge & Expertise
- 3+ years of experience in billing, accounts receivable, collections, accounting operations, or a related finance role.
- Experience managing high-volume invoicing and resolving billing discrepancies.
- Familiarity with accounts receivable aging, collections follow-up, and payment reconciliation.
- Experience working in a PSA, ERP, accounting, or billing platform; experience with MSP systems such as ConnectWise, Autotask, or HaloPSA is strongly preferred.
- Strong Excel or Google Sheets skills and comfort working with detailed financial data.
- Interest in using AI and automation tools to improve processes and reduce manual effort.
- Strong attention to detail, organization, follow-through, and problem-solving skills.
- Clear, professional communication skills and the ability to work effectively with multiple teams and businesses.
- Experience in an MSP, multi-entity, private-equity-backed, or fast-growing environment is a plus.
About
Shield Technology Partners is a national IT Services platform formed through the collaboration between Thrive Holdings and ZBS Partners. By combining Thrive Holdings’ technological expertise with ZBS Partners’ proven approach to supporting founder-led businesses, Shield Technology Partners is dedicated to accelerating growth, innovation and long-term value creation for IT services companies across the country.
Skills Required
- 3+ years of experience in billing, accounts receivable, collections, accounting operations, or a related finance role
- Experience managing high-volume invoicing and resolving billing discrepancies
- Familiarity with accounts receivable aging, collections follow-up, and payment reconciliation
- Experience working in a PSA, ERP, accounting, or billing platform
- Strong Excel or Google Sheets skills and comfort working with detailed financial data
- Interest in using AI and automation tools to improve processes and reduce manual effort
- Strong attention to detail, organization, follow-through, and problem-solving skills
- Clear, professional communication skills and ability to work effectively with multiple teams and businesses
- Experience with MSP systems such as ConnectWise, Autotask, or HaloPSA
- Experience in an MSP, multi-entity, private-equity-backed, or fast-growing environment
- Location within the greater Tampa area for approximately one day per week of in-person collaboration
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The Company
What We Do
Shield Technology Partners is building a world-class network of high-performing IT service businesses across the country. We are dedicated to empowering local leaders by combining their unique cultures and brands with the strength of advanced technology and national-scale resources. Our mission is simple: amplify what you’ve already built, while preserving the autonomy and relationships that make your business thrive. Through a transparent, collaborative growth model, Shield Technology Partners offers a path for MSPs to scale without losing their identity. By integrating cutting-edge technology and shared expertise, we create unmatched opportunities for your team while delivering the best of local service and innovation to clients. Together, we’re paving the way for a bold future in IT services.
