Billing Analyst

Role Overview

• Extract monthly billing data from the Zum portal for all assigned accounts on Day 1 of each billing cycle, in accordance with the established billing calendar
• Conduct a structured validation of portal data against Operations adjustment submissions for each account — identify, document, and escalate discrepancies prior to initiating any invoice build
• Apply account-specific contract rules to validated billing data, including contracted rate structures, budget code assignments, campus-level invoice allocations, and any special handling requirements defined in the account billing brief
• Prepare invoices in NetSuite for each assigned account using fully validated billing data, ensuring all line items, amounts, and billing entities are accurate prior to submission for approval
• Submit completed invoices to the Manager and operations stakeholders for review and formal approval — no invoice may be issued without documented approval on file
• Issue approved invoices to the designated district accounts payable contacts via NetSuite on or before Day 8 of each monthly billing cycle
• Provide billing data, supporting documentation, and account context to the Sr. Manager in support of dispute investigations as required
• Maintain organized, complete billing records for all assigned accounts, including issued invoices, source data, ops adjustment submissions, and any documentation related to billing exceptions or adjustments
• Identify and escalate recurring data quality issues or systemic patterns in Operations adjustment submissions to the leadership for upstream process review

Requirements

• 3+ years of experience in dispatch, school operations, transportation coordination, or a billing support role within a transportation or logistics environment — operational experience is the most important qualification for this position
• The ability to interpret route and ridership data with a critical eye — a working instinct for what accurate, complete transportation data should look like and the judgment to identify when something requires further investigation before an invoice is built
• Exceptional attention to detail and organizational discipline — the ability to manage a multi-account billing portfolio across concurrent monthly cycles without allowing deadlines or open items to be missed
• Proficiency in spreadsheet applications and data management tools — including data extraction, lookup functions, and the preparation of structured billing templates from raw operational data
• Foundational familiarity with an ERP or billing platform (NetSuite, QuickBooks, or equivalent) — specific NetSuite training will be provided; comfort with structured data entry and system navigation is required
• Clear, professional written communication — the ability to document billing discrepancies, adjustment rationale, and account notes accurately and concisely
• A strong sense of personal accountability and deadline orientation — the monthly billing cycle operates on fixed dates and the team and its district clients depend on consistent, on-time execution.

Tech Stack

• ERP

Benefits

• Medical
• Dental
• Vision
• 401(k)
• Holidays
• Wellness
• Vacation
• more