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Financial Planning & Analysis

Beta Plus Technologies, Inc
Brookfield, WI
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Financial Analyst Job Description

The Financial Analyst will be an integral part of the Finance & Accounting team supporting the Financial Planning & Analysis (FP&A) / Product Finance Manager. This role will report directly to the FP&A / Product Finance Manager.


  • Support the execution of monthly customer billing, which includes a mix of subscription and variable volume-based billing, in an accurate and timely manner
  • Manage and update the customer list across systems, including onboarding new customers and supporting the management of customer credit
  • Accumulate source data from multiple sources to drive accurate billing
  • Review and analyze client contracts for proper billing; work with account management teams to ensure client billing is as expected
  • Manage the current billing system of record, with timely updates for new contracts and amendments
  • Manage and effectively communicate with customers on a regular basis
  • Address customer questions, including trouble-shooting and resolving customer invoice and related issues
  • Analyze collections, maintain customer records, and deliver accurate customer reports in a timely manner as required for internal stakeholders
  • Update accounts receivable records and reporting
  • Effectively partner and communicate across the Finance and Accounting function
  • Provide management reporting on customer billing and other customer details
  • Perform invoice analysis and variance research
  • Communicate with the internal team to verify accurate sales tax application
  • Assist with ad hoc billing, customer, A/R aging and other finance and accounting projects as needed


  • Minimum of 2 – 4 years of relevant accounting work experience
  • Bachelor’s degree in Accounting or related field
  • NetSuite and other customer billing system experience, preferred
  • Demonstrate strong analytical, organizational and project managements abilities
  • Proactive energetic approach and ability to challenge the status quo
  • Excellent oral and written communication skills
  • Team player with a proven track record of effective collaboration
  • A high level of interpersonal skills and an ability to function effectively in a fast-paced environment

Beta Plus Technologies, Inc


Brookfield, WI
53005 USA


Finance and Insurance

View all jobs at Beta Plus Technologies, Inc