Billing Associate at Way Forward Consulting

One Pennsylvania Plaza, 26th Floor, New York, NY, USA-Hybrid - 3 days in office
New-12 months + extension upon review based on performance

The Opportunity

Joining the Revenue Operations team, the Revenue Billing Associate will report directly to the Revenue Billing Manager and will help to support all revenue related activities, with an emphasis on invoicing. The primary focus of this role will be revenue recognition, monthly invoice generation and aiding the billing process for Ads revenue sources in North America. This person will ensure the accuracy of revenue billed to customers by using and analyzing first-party and third-party data sources. They will work closely with Sales, Business Operations, Client Success and Collections teams to ensure full end-to-end financial support. This position is located in NYC with a 3-day a week in office requirement.

We are looking for a confident and independent individual with expertise in billing and revenue recognition processes within the Ad Tech space, who is able to deliver timely and accurate results. This person understands the importance of delivering excellent processes, rigor and assisting in the acceleration of our revenue growth. If you are interested in joining a team working to build a unique, world-class advertising organization with a relentless focus on customer experience, you've come to the right place.
Responsibilities

• Create, maintain and help manage billing files for Direct IO, Self-Service, Mobile and Indirect/Programmatic revenue sources for North America business
a) Manage, format and input first-party and third-party data sources to generate base criteria for multiple billing files
b) Perform analysis checks for delivery accuracy, including, but not limited to data discrepancy verification, tracking/implementing of billing notes, adjustments to revenue, analyzing under/over delivery, deferred revenue and Broadcast vs Calendar billings
c) Partner internally with Client Success and Business Operations and externally with Clients to resolve data issues, billing questions and obtain missing data; as needed may be required to pull third-party data directly from sources
d) Assist Business Affairs with campaign tracking/accuracy by comparing campaign set ups in Operative One/SF with signed contracts/IOs
e) Track critical campaign information in order to add that information to invoices per Client requirements


• Generate invoices and help with external and internal reconciliation processes related to AR cycle
a) With aid of Revenue Billing Manager, responsible for creation for 400+ invoices monthly using OMS system and internally managed files
b) Partner with Clients and Client Success in performing campaign result reconciliation, followed by timely submissions of invoice to the Accounts Receivable team for distribution to Client
c) Partner with Client Success and Sales to resolve client questions and invoice discrepancies, which may include invoice revisions, to ensure timely invoice approval and payment
d) Perform debit/credit memos via internal system as needed
e) Work with revenue manager to reconcile and check individual invoices to ensure all necessary information is included and formatting is appropriate

• Provide support to Collections team in managing organizational KPIs and new customer set up/management
a) Address incoming client’s inquiries on outstanding invoices or billing details
b) Partner with Client Success, Sales and Finance lead to obtain necessary documentation to set up new customers

• Ad Hoc revenue support
a) Work with Revenue Billing Manager at month end close to reconcile and upload revenue information to NERP system to accurately classify revenue by product for HQ finance team
b) Help maintain monthly revenue tracking files that support quarterly commissions, monthly invoice reconciliation and reporting to internal teams
c) Pull reports from Operative One/OMS and Salesforce system to support Sales with revenue reporting

• Account Payable support
a) Support AP financial approval (PUMI) and invoice payment processing for 3rd party vendors services used by Ad Sales
b) Support Samsung AP team in providing adequate guide in employee expense processing procedure and guide within My Finance / GTNE.
c) Support intra-company settlement process by collaborating with NASB Finance by managing AP Financial approval (PUMI) and invoice payment processing.

Qualification & Experience
• 2-5 years of experience in billing and revenue management
• Media industry experience preferred, but not a requirement
• Experience with DSP/SSP/third-party ad server platforms is a plus
• Knowledge of financial and OMS systems such as Operative One/AOS, SAP and Salesforce are a plus
• Strong analytical skills; ability to analyze raw data, draw conclusions, and develop actionable recommendations
• Possess problem solving and process management skills
• High level of proficiency with MS Excel (pivot tables, vlookups, complex functions) and able to interpret and present data in an actionable way
• Skilled at project tracking and execution
• Strong ability to multi-task in a fast-paced team environment
• Strong ability to be responsible, accountable and results-driven
• Bachelor’s degree in area of Accounting, Business and/or Finance a plus
• Strong attention to detail with ability to self-review work and identify issues