Financial & Billing Analyst

Position Summary
The Financial & Billing Analyst supports DataSpring’s monthly customer billing cycle end to end, transforming raw usage and transactional data into invoice-ready outputs. The role sits in Finance and works daily with Billing Operations, Accounting, and the department heads. Beyond executing the billing calendar, the analyst builds and maintains the SQL/Python queries, Databricks workflows, validation controls, and Power BI dashboards that keep billing accurate, auditable, and repeatable, and contributes to month-end journal entries, recurring revenue reporting, the annual audit, and the budget and forecast process. It is a hands-on role for a detail-oriented analyst with strong SQL and advanced Excel skills, and a working knowledge of billing and revenue recognition.

The Financial & Billing Analyst is a full-time, remote, exempt position and reports to the Director, Financial Planning & Analysis

Specific Responsibilities

Billing Operations & Data Analytics:

• Assist in executing the monthly billing cycle across all products and solutions, ensuring timely processing, validation, and delivery of customer invoices and supporting reports.
• Support the preparation and distribution of customer invoices and supporting detail through the ERP and customer portals; confirm receipt and resolve delivery issues.
• Serve as a point of contact for customer invoice inquiries; research questions, prepare credit/rebill adjustments, and coordinate with Accounting on collections follow-up.
• Assist with all billing-related requests and operational tasks to maintain the accuracy and integrity of pricing tables, billing configurations, and customer account data.
• Support billing quality assurance activities, including audit reviews, data validation, reconciliation, and issue resolution to ensure accurate billing outcomes.
• Collaborate with internal teams to investigate billing discrepancies, implement corrections, and maintain accurate financial and operational records.
• Maintain billing process documentation, controls, and the billing calendar.
• Use database queries and analytical tools to perform ad hoc analysis, investigate and resolve billing discrepancies, support customer invoice disputes and audit requests, analyze revenue and product usage, and produce operational and financial reports.
• Write and maintain SQL/Python queries, views, and Databricks notebooks to analyze product usage, transactions, customer data, and monthly billing volumes by product and customer.
• Build and schedule Databricks SQL/Python workflows that transform raw usage and transactional data into invoice-ready billing outputs aligned with the monthly billing calendar.
• Develop automated data-quality and billing validation controls, including duplicate detection, missing-account checks, period-over-period variance analysis, contract and pricing validation, and exception reporting.
• Maintain billing reference and mapping data, including pricing tiers, product codes, customer hierarchies, contract effective dates, and other inputs used in billing calculations.
• Develop and maintain billing dashboards and operational reporting in Databricks and Power BI to support billing execution, reconciliation, forecasting, and revenue analysis.
• Document SQL logic, billing calculations, data definitions, dependencies, controls, and operational runbooks to ensure processes are repeatable, supportable, and audit-ready.
• Identify and implement data, automation, reporting, and process improvements across billing, budgeting, reconciliation, and financial close activities.

Month-End Close & Reporting:

• Reconcile billed revenue to the ERP (Dynamics GP) and to Salesforce contract data each month; investigate and clear variances before close.
• Prepare revenue, deferred revenue, and accrual journal entries and supporting schedules for Accounting review.
• Prepare recurring month-end reports in accordance with the close calendar.
• Support the annual financial audit with billing and revenue schedules and sample documentation.
• Support the annual budget and forecast process.

Skills

• SQL & Data Analytics: Proficiency with SQL, including joins, CTEs, aggregations, and window functions; experience analyzing and validating large datasets.
• Data Platforms & Reporting: Experience with Databricks or comparable cloud data platforms and reporting tools such as Power BI.
• Advanced Excel: Proficiency with pivot tables, XLOOKUP/INDEX-MATCH, SUMIFS, Power Query, and data reconciliation.
• Billing & Accounting: Working knowledge of billing processes, revenue recognition, accruals, deferred/unbilled revenue, and month-end close.
• Data Quality & Controls: Strong analytical and QA mindset with experience identifying discrepancies and building validation controls.
• Documentation & Process Improvement: Ability to document processes, data definitions, and controls while identifying opportunities for automation and efficiency.
• Professional Skills: Strong attention to detail, problem-solving, communication, collaboration, organization, and the ability to manage multiple priorities independently.
• Ability to handle sensitive customer and financial information with discretion.

Experience & Education

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 1–3 years of experience in billing operations, financial analysis, accounting, or a related function.
• Experience supporting monthly billing and invoicing cycles, reconciliations, and customer invoice inquiries.
• Experience using SQL, advanced Excel, and data platforms to independently analyze and validate billing data.
• Experience with financial and business systems; Microsoft Dynamics GP/Business Central, Salesforce, and Adaptive Insights preferred.
• Strong attention to detail with demonstrated ability to meet recurring billing and month-end close deadlines.
• Strong communication skills with the ability to explain billing and financial variances to non-finance stakeholders.
• Ability to appropriately handle confidential customer and financial information.
• Healthcare or health IT experience, including familiarity with health plans, providers, or payer-provider data, preferred.

Who We Are

DataSpring is the trusted data connector at the core of healthcare. For more than 25 years, we have powered the industry with the largest and most complete healthcare data foundation in the U.S., including more than 4.8 million provider data records sourced directly from providers and member data representing 75% of covered lives supplied by health plans. By improving how essential information flows across the system, DataSpring helps healthcare operate more efficiently, accurately, and with greater confidence.

What You Get

At DataSpring, you will do meaningful work at the intersection of healthcare, data, and technology, helping solve complex problems that make the healthcare system work better. You will collaborate with experienced professionals who care deeply about accuracy, trust, and meaningful impact in a fully remote environment.

DataSpring offers competitive compensation and a comprehensive benefits package for full-time employees, including medical, dental, and vision coverage, a 401(k) with company contributions and matching, paid parental leave, tuition assistance, and generous paid time off. We are committed to investing in our people and supporting professional growth over time.

Equal Opportunity Employer

DataSpring is proud to be an equal opportunity employer and is committed to fostering a workplace where all individuals are valued, respected, and empowered.

Employment decisions at DataSpring are made without regard to race, color, religion, sex, national origin or ancestry, age, marital status, disability, protected veteran status, personal appearance, sexual orientation, gender identity or expression, familial status, family responsibilities, matriculation, political affiliation, genetic information, source of income or any other characteristic protected by law. DataSpring does not tolerate unlawful discrimination or harassment of any kind.

Applicants have rights under the Family and Medical Leave Act (FMLA), Equal Employment Opportunity (EEO), and the Employee Polygraph Protection Act (EPPA). If you need a reasonable accommodation to apply for a posted position, please contact the DataSpring People & Culture team at [email protected] or 202-517-0436.