Billing & Accounts Receivable Analyst at PitchBook

New York, New York, United States

PitchBook Logo
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Technology, Data AnalyticsIndustries

Requirements

  • 2+ years of previous successful experience in an Accounts Receivable role
  • Strong organizational skills with excellent attention to detail
  • Excellent communication skills, both written and verbal
  • Ability to work independently, under tight deadlines at times, and in an ever-changing/dynamic environment
  • Proficiency with Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

Responsibilities

  • Review contracts for revenue and billing compliance
  • Create invoice and revenue schedules for signed contracts
  • Collaborate with sales to address billing and customer set-up inquiries
  • Complete contract and billing updates and changes
  • Respond to customer and employee inquiries regarding billing and collections
  • Communicate remittance information to outsourced cash application team
  • Contact clients and resolve past-due invoices
  • Submit invoices in client AP portals
  • Support customer phone inquiries
  • Compile documentation for third party collection submissions
  • Ensure billing and collection notes are up to date and complete
  • Ensure clean master data through collaboration with corporate teams
  • Assist with month-end closing duties
  • Support the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested

Skills

Key technologies and capabilities for this role

Accounts ReceivableBillingInvoicingCollectionsRevenue RecognitionContract ReviewSalesforceCustomer ServiceCash ApplicationFinancial Compliance

Questions & Answers

Common questions about this position

What experience is required for the Billing & Accounts Receivable Analyst role?

Candidates need 2+ years of previous successful experience in an Accounts Receivable role.

What key skills are needed for this position?

The role requires strong organizational skills with excellent attention to detail, excellent communication skills both written and verbal, ability to work independently under tight deadlines in a dynamic environment, and proficiency with Microsoft Office suite including Outlook, Word, and Excel.

What is the company culture like at PitchBook?

PitchBook has a deeply collaborative culture that thrives on excitement, energy, and fun, with extensive learning programs, mentorship opportunities fostering curiosity, and a willingness to take risks, fail fast, and pursue excellence.

What are the main responsibilities of the Billing & Accounts Receivable Analyst?

Responsibilities include reviewing contracts for compliance, creating invoice and revenue schedules, collaborating with sales on billing inquiries, responding to customer inquiries, contacting clients for past-due invoices, and assisting with month-end closing duties.

What makes a strong candidate for this role at PitchBook?

A strong candidate has a good attitude, is willing to roll up their sleeves to get things done, and aligns with the company's values by role modeling desired behaviors.

PitchBook

Provider of private market data insights

About PitchBook

PitchBook provides detailed information and insights on private market data, focusing on venture capital, private equity, and mergers and acquisitions (M&A). Its main product is the PitchBook Platform, which consists of various software applications that allow users to access a vast database of information about companies, deals, investors, and funds. This platform is subscription-based, meaning clients pay for different levels of access based on their needs. PitchBook stands out from competitors by offering comprehensive data that is essential for investment professionals, business executives, and advisors, particularly in Europe and North America. The company's goal is to empower its clients to make informed investment decisions and stay updated on market trends.

Seattle, WashingtonHeadquarters
2007Year Founded
$13.4MTotal Funding
ACQUISITIONCompany Stage
Quantitative Finance, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Flexible work program
Generous PTO
Paid sick days
Company-wide days off
Learning & development opportunities
401k & company matching
Medical, dental and vision insurance
HSA+FSA Accounts
Paid parental leave
Transportation stipend
Team building & company-wide events

Risks

Leadership transition risk as founder John Gabbert steps down from CEO role.
Increased competition from platforms like Intapp's DealCloud challenges PitchBook's market position.
Potential over-reliance on the North American market exposes PitchBook to regional downturns.

Differentiation

PitchBook offers comprehensive data on venture capital, private equity, and M&A.
The PitchBook Platform provides award-winning software applications for unparalleled data insights.
PitchBook serves a diverse clientele, including investment professionals and business executives.

Upsides

Increased demand for ESG data presents a new expansion opportunity for PitchBook.
The rise of SPACs creates a market for SPAC-related insights on PitchBook's platform.
Growing interest in secondary market transactions could expand PitchBook's database offerings.

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