Billing & Accounts Receivable Analyst

About the Role:

At PitchBook, employees are our customers, and customers are king! The Finance team handles everything “money” at PitchBook including accounting, quote-to-cash, payroll, compliance, and budgeting for our fast-paced and growing company. The team supports the growth of PitchBook by providing actionable insights on the company’s financial health, all while working with a fun and energetic team! 

The Billing & Accounts Receivable Analyst is involved in all areas of the accounts receivable process. This ranges from assisting the sales teams with billing questions, invoicing clients, and reaching out to clients with 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

Skills and Qualifications:

• 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 deadline at times, and in an ever changing/dynamic environment
• Proficiency with Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

Benefits + Compensation at PitchBook:

Physical Health            

• Comprehensive health benefits
• Additional medical wellness incentives 
• STD, LTD, AD&D, and life insurance

Emotional Health 

• Paid sabbatical program after four years
• Paid family and paternity leave 
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend 
• Robust training programs on industry and soft skills 
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days 

Social Health 

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare  
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program  
• Quarterly team building events

Financial Health 

• 401k match
• Shared ownership employee stock program 
• Monthly transportation stipend  

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $61,500-$72,000
• Target annual bonus percentage: 5%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location. 

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. 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.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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