As a Delivery Manager in the Defence team, you will lead high-impact AI transformation projects, ensuring successful delivery and strategic alignment with client needs.
Billing and Collections Lead
📜 Description
- Partner directly with the Senior Manager of Revenue Operations to build, test, and refine spreadsheet-based models that support AR aging, invoice accuracy, and collections tracking
- Own the ongoing maintenance of these models once built, ensuring they remain accurate and reliable as business needs evolve
- Use complex formulas, pivot tables, and Google Apps Script automation to streamline data processing and reduce manual work
- Investigate discrepancies between invoiced amounts and underlying contract/pricing data, applying a detail-oriented, investigative approach to root-cause each issue
- Communicate and collaborate directly with Location Managers and internal stakeholders to resolve billing discrepancies, gathering the context needed to correct and reconcile invoices
- Contribute to collections efforts throughout the AR lifecycle by proactively flagging at-risk accounts and supporting outreach in parallel with ongoing discrepancy resolution
🛠️ Requirements
- 5+ years of experience in financial/business operations analysis, revenue operations, billing operations, or a related analytical role
- Bachelor's degree in Business, Finance, Accounting, or a related field preferred
- Advanced spreadsheet skills required — complex formulas, nested functions, and pivot tables in Excel and/or Google Sheets
- Strong foundational understanding of financial and accounting concepts, particularly as they relate to invoicing, billing, and accounts receivable
- Exceptional attention to detail and a genuine curiosity for finding and resolving discrepancies in data
- Strong written and verbal communication skills
✨ Benefits
- Medical
- Dental
- Vision
- 401(k)
- Holidays
- Wellness
- Vacation
Full job description
About Zūm:
Who You Are:
The role will report into our Revenue Operations team. This detail-oriented and highly analytical professional will build and maintain the spreadsheet-based models that power our accounts receivable and invoicing accuracy process. The Senior Business Operations Analyst will work hands-on in the data — using complex spreadsheet formulas, pivot tables, and automation tools to identify invoice discrepancies, reconcile billing errors, and ensure accurate, timely collections. While the core focus is on the accuracy and integrity of the underlying data, this role does involve some customer-facing interaction — including light, indirect negotiation to resolve billing discrepancies — along with regular exposure to Location Managers and leadership as part of partnering cross-functionally to resolve issues at the source.
This hybrid position is based in the corporate office in Redwood Shores, CA and requires 3 in-office days per week (Monday, Tuesday, Thursday). Only local candidates will be considered.
What You'll Do:
What You Bring To Zūm:
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