Billing Analyst

RIA in a Box Careers

RIA in a Box is currently looking for a stellar Billing Analyst to join our growing Finance team. The right candidate for this role is someone who wants to own the full billing functions including invoicing, collections, analysis, as well as other related operational and accounting activities. This is a highly visible role that requires partnering closely with our Legal, Sales, Implementations and Renewals teams and is a great opportunity to gain experience working at a SaaS company backed by a top-tier private equity firm.

You can learn more about our team and company culture here:

What You'll Do

  • Analyze client contracts and order forms in partnership with our Legal, Sales, and Renewals teams to confirm accuracy of pricing,
    user counts and billing terms
  • Issue customer invoicing in a timely manner
  • Handle the collection of all open customer balances, including the management of automated dunning process
  • Accurately track and apply customer remittances
  • Monitor the billing email inbox and respond to customer inquiries and requests as appropriate
  • Coordinate with internal stakeholders to resolve customer disputes
  • Escalate collection issues that may require special attention, support, or present credit risk/loss to management
  • Develop and maintain customer relationships to help facilitate the collections process
  • Manage detailed deferred revenue schedules and reconciliation
  • Report on accounts receivable and collections KPIs to management as needed
  • Identify, develop & implement process improvements to support accurate and efficient billings and account management
  • Support the Accounting Manager in the accounting close and cash flow forecasting processes
  • Assist on other financial / operations tasks when required

What We're Looking For

  • Bachelor’s degree in Accounting or a finance-related field preferred
  • Proven experience in a similar accounting or operational finance role preferred
  • Experience and/or familiarity with SaaS and/or subscription billing strongly preferred
  • Experience with ERP systems like Intacct and/or NetSuite preferred but not required
  • Experience with Salesforce preferred but not required
  • Working knowledge of Microsoft Office, including intermediate to advanced Excel skills
  • Excellent verbal and written communication and interpersonal skills
  • Attention to detail / Accuracy when multi-tasking
  • Problem solving and critical thinking skills
  • Self-motivated, detail oriented and highly organized
  • Willingness to establish and maintain effective professional working relationships with colleagues and customers
  • Ability to work independently and as part of a team remotely and/or interface with remote colleagues


  • Competitive base salary + performance based bonus
  • Unlimited PTO
  • Exceptional medical, dental, and 401k plan benefits
  • Directly contributing to the growth and success of a rapidly growing business

Think you're a good fit? Apply below!

RIA in a Box® is a fast-growing, entrepreneurial financial services and technology firm, providing the leading number of registrations and ongoing compliance services to RIAs throughout the United States. Our mission is to provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice.
 RIA in a Box is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.