Data Analyst (Revenue)

Posted 15 Days Ago
Southlake, TX
Mid level
Insurance
The Role
As a Data Analyst (Revenue), you will analyze client portfolios and revenue streams, ensuring system reconciliation. You will create SQL tables, monitor billing accuracy and discrepancies, and collaborate with various departments to drive resolution and operational improvements. The role demands solid analytical and communication skills.
Summary Generated by Built In

Job Description:

Likewize is searching for a Data Analyst (Revenue) to join our team at our global Headquarters in Southlake, TX. In this role, you will be responsible for analyzing assigned portfolio of clients and revenue streams and ensuring reconciliation of systems. Utilizing strong SQL and analytical skills, you will work closely with internal and potentially external partners to proactively identify and resolve issues that may lead to payment performance issues including billing discrepancies, missing credits, and misapplied payments. You will also ensure invoice accuracy by renewing and confirming that billing data conforms to specifications prescribed by the contract or established business rules.

You must be an efficient self-started with excellent SQL skills, as well as a critical thinker who enjoys operating in a fast paced, ever-changing environment.

Your day-to-day responsibilities include but are not limited to:

  • Create SQL tables from flat files and write clean, organized, and efficient queries for large datasets. Interpret our clients’ data and communicate across different departments such as IT, Client Operations, Account Management, Accounting & Business Intelligence.

  • Reconcile and validate assigned portfolio of accounts to ensure timely and accurate billing and accounting

  • Monitor revenues, transactions, and summary level information along the life cycle of the data flow to minimize any intentional or unintentional leakages/discrepancies in a proactive manner

  • Liaison with other internal partners and escalate disputes as needed to drive resolution

  • Monitor account aging and discrepancy resolutions

  • Utilize analysis tools to provide reporting

  • Gather and interpret metric data, identifying and communicating gaps, trends, and areas of opportunity to individuals and management

  • Reconcile and validate postings and activities performed in production.

  • Document all interactions with internal and external customers for historical reference and potential dispute resolution

  • With management, interpret agreements for key business terms to validate billing or payment history and identify adjustments.

  • Serve as a SME and lead point of contact for internal partners regarding their respective revenue streams

  • Be a team player and cross-train as back-up for others in AR and Device Protection teams. 

  • Support Device Protection initiatives and projects.

  • Drive process improvements.

  • Operating to maximize cash flow and minimize debt by improving and optimizing processes to drive operational excellence.

  • Create and maintain process documentation

  • Other Duties/Projects as assigned by business management as needed.
     

If you are who we are looking for, you will have the following education, skills and/or experience.

  • BS/BA in Business, Accounting, Computer Science, or related field.

  • 3+ years of work experience in similar analytics roles or specific telecommunications, fintech or insurance company experience.

  • Advanced computer skills (MS Office, Access, Excel)

  • Exceptional SQL proficiency

  • Proficient with database design and data analysis

  • Experience with Great Plains or similar ERP system, and data warehouse environments

  • Excellent verbal and written communication skills including the ability to flex communication style and to communicate effectively at all organizational levels.

  • Ability to build lasting and effective working relationships with both internal and external partners.

  • Strong organizational and time management skills; effectively balance multiple priorities and meet deadlines.
     

Preferred:

  • 2+ years of work experience in accounts receivable.

  • Advanced analytical skills – trending.

  • Experience working directly with global multi-site company


Our global headquarters in Southlake TX is easily accessible to both Dallas and Fort Worth and we are 5 minutes from Southlake Town Square. We offer competitive compensation, market leading benefits and many fantastic onsite amenities through our real estate partner, VariSpace. VariSpace is designed to elevate the way businesses approach the office. Our innovative workspace brings a first-class employee experience with covered parking, spacious break areas, raffles/games, onsite gym, cafeteria and state of the art facilities.

Top Skills

SQL
The Company
HQ: Southlake, TX
5,000 Employees
On-site Workplace
Year Founded: 2021

What We Do

When your tech goes wrong, Likewize makes it right. Likewize offers the most comprehensive protection against any technology disruption. Whether a device is lost, stolen, damaged, malfunctioning, in need of an upgrade or the user does not know how to do something, Likewize provides the solution. Trusted by the world’s largest brands, telcos, and banks, looking after approximately a billion of our customers’ customers. We operate in over 30 countries, resolving 250 million problems each year across insurance, warranty, repairs, trade-ins, recycling and premium tech support.

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