Billing Analyst II

PCS Retirement

Billing Analyst II at PCS Retirement, LLC handling data analysis, quality control, and billing reporting functions. Ensuring accurate invoicing for retirement services in a team-oriented environment.

Posted 6/2/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $35,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Conducts advanced data analysis, data validation, and reporting
Ensures integrity of data flowing into the billing systems is accurate and complete
Identifies, develops, documents, and implements process improvements within existing billing platforms and processes
Assists in automating billing production files
Participates in internal/external audit testing
Runs reports through internal accounting system, Intacct, for analysis on accounts receivable
Enters/uploads information into the billing system and calculates amounts due
Prepares invoices, listing services provided and amounts due
Prepares/processes credit memorandums on invoice to correct line items
Posts transactions to accounting records such as worksheet, ledger or computer files
Provides customer service to internal and external customers and may work closely with third party partners.
Performs ad-hoc analysis and reporting for client specific inquiries

Requirements

What you’ll need

Bachelors degree preferred
3-5 years of billing/financial operations experience in retirement industry
Advanced knowledge of Microsoft Excel, Access and Outlook
Advance knowledge of billing principles, practices, and processes
Advanced knowledge of business and accounting principles and practices
Proficiency in using financial systems and data entry
Advanced skillet in the use of computers and PC software packages
Proven ability to meet deadlines
Self-starter, highly self-motivated with an ability to work independently with minimal instruction
Ability to multi-task and adjust schedules to meet deadlines
Ability to prioritize work and execute tasks while under pressure
Ability to maintain confidentiality of sensitive client data
Ability to communicate efficiently and effectively, both verbally and in writing
Must be a team player and willing to establish and maintain effective working relationships with employees, clients, and the public.

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisdata validationbilling principlesaccounting principlesfinancial systemsdata entryprocess improvementsreportinginvoice preparationcredit memorandums

Soft Skills

customer serviceself-motivatedmulti-taskingprioritizationconfidentialitycommunicationteam playerdeadline managementindependenceadaptability

Certifications

Bachelor's degree