Billing & Accounts Receivable Analyst

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

About the Role

At PitchBook, employees are our customers, and customers are king! The Finance team handles everything "money" at PitchBook including accounting, quote-to-cash, payroll, compliance, and budgeting for our fast-paced and growing company. The team supports the growth of PitchBook by providing actionable insights on the company's financial health, all while working with a fun, energetic team!

The Billing & Collections Analyst is involved in all areas of the accounts receivable process. This ranges from assisting the sales teams with billing questions, invoicing clients, and reaching out to clients with past due invoices.

Primary Job 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
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Skills and Qualifications

• 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 deadline at times, and in an ever changing/dynamic environment
• Proficiency with MS Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily
• Accounting Degree is a plus
• Functional knowledge of Revenue 606
• Experience with Salesforce and Oracle
• High curiosity and a growth mindset

Benefits + Compensation at PitchBook

Physical Health

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance

Emotional Health

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days

Social Health

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

Financial Health

• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

• Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• This position is non-exempt and paid a salary of $60,000-$70,000
• Target annual bonus percentage: 5%

Working Conditions

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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