Shield
Shield
Shield प्रबंधित सेवा प्रदाताओं (MSP) के लिए तकनीक-सक्षम साझेदार और निवेशक है, जो धैर्यपूर्ण पूंजी, परिचालन सहयोग और व्यावहारिक AI इंजीनियरिंग के माध्यम से उन्हें विकास में सहायता प्रदान करता है। इसकी टीम फॉरवर्ड-डिप्लॉयड इंजीनियरिंग, मानव संसाधन, वित्त, भर्ती और प्रतिभा-विकास सहयोग के साथ-साथ विलय और अधिग्रहण पर रणनीतिक मार्गदर्शन देकर साझेदार व्यवसायों के साथ मिलकर काम करती है। Shield का दृष्टिकोण स्थानीय नेतृत्व और कंपनी संस्कृति को बनाए रखते हुए दीर्घकालिक विकास में सहायता करने के लिए बनाया गया है, जिसमें व्यावहारिक, AI-प्रथम समाधानों को लागू करने पर ध्यान दिया जाता है।

Billing and Accounts Receivable Analyst - Tampa, FL Hybrid

Manage billing and accounts receivable across Shield’s portfolio companies, covering invoicing, collections, reconciliations, and financial data quality. Use NetSuite, PSA platforms, automation, and AI-enabled process improvements to strengthen and scale billing operations.

विवरण

  • Oversee billing for multiple Shield portfolio companies, including managed services, projects, hardware, and other client invoices
  • Verify billing data for completeness, accuracy, contract compliance, and on-time invoice issuance
  • Track receivables aging, follow up on overdue balances, resolve discrepancies, and support collection efforts
  • Coordinate with portfolio-company teams to collect billing inputs, clarify account information, and issue accurate invoices promptly
  • Clean, reconcile, and enhance historical billing data in PSA and related systems
  • Keep NetSuite customer records accurate and up to date
  • Establish, document, and roll out consistent billing and accounts receivable practices across portfolio companies
  • Find ways to apply AI, automation, and other technology to limit manual work, improve data quality, and expand operational capacity
  • Work with Accounting to ensure billing activity receives the proper accounting treatment
  • Contribute to cross-functional initiatives as business priorities evolve
  • Maintain billing documentation and reporting while communicating with internal stakeholders and portfolio-company teams

आवश्यकताएँ

  • At least three years of experience in billing, accounts receivable, collections, accounting operations, or a related finance function
  • Background handling high-volume invoicing and investigating billing discrepancies
  • Working knowledge of receivables aging, collection follow-up, and payment reconciliation
  • Experience using a PSA, ERP, accounting, or billing system
  • Experience with MSP platforms such as ConnectWise, Autotask, or HaloPSA is strongly preferred
  • Advanced proficiency with Excel or Google Sheets and confidence working with detailed financial information
  • Interest in applying AI and automation tools to streamline processes and reduce manual work
  • Highly organized, detail-oriented, dependable, and capable of solving problems effectively
  • Professional communication skills and the ability to collaborate across multiple teams and businesses
  • Experience in an MSP, multi-entity, private-equity-backed, or rapidly growing organization is advantageous

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