Billing & Accounts Receivable Analyst

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.