Senior Billing Analyst

About the Department

Position Duties

• Examples of Essential Functions: Lead end-to-end billing, reimbursement, and revenue-recognition processes for local, regional, state, federal, and other externally funded programs. Serve as the principal technical resource for complex billing matters including cost eligibility, indirect-cost application, reimbursement methodologies, and resolution of disputed or rejected claims. Establish, maintain, and automate billing controls, workflows, desk procedures, reconciliation standards, and quality-assurance processes to reduce risk and strengthen audit readiness. Analyzes, reviews, and interprets funding agreements, program guidelines, and regulatory requirements to determine billing implications and translate requirements into operational procedures. Serves as a Liaison with project managers, budget staff, procurement personnel, and external agencies to resolve billing discrepancies and ensure reimbursement activity aligns with approved budgets and agreements. Examples of Essential Duties: Lead process-improvement, system-implementation, or billing-automation initiatives Research, interpret, and communicate applicable accounting, funding-agency, and regulatory requirements affecting billing and reimbursement activity. Serve as the escalation point for complex billing inquiries from internal departments, funding agencies, auditors, consultants, and external partners Review general ledger account analyses, reconciliations, journal entries, and supporting schedules to ensure completeness and accuracy. Develop recurring management reports, including billing status reports, cash-flow forecasts, receivable-aging reports, reimbursement projections, and exception reports. Provide technical guidance to cross-functional leadership, consultants, billing, accounting, project, or administrative teams. Perform all job duties and responsibilities in a safe manner to protect one’s self, fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures in an effort to reduce or eliminate accidents. Performs other duties as assigned
• Lead end-to-end billing, reimbursement, and revenue-recognition processes for local, regional, state, federal, and other externally funded programs.
• Serve as the principal technical resource for complex billing matters including cost eligibility, indirect-cost application, reimbursement methodologies, and resolution of disputed or rejected claims.
• Establish, maintain, and automate billing controls, workflows, desk procedures, reconciliation standards, and quality-assurance processes to reduce risk and strengthen audit readiness.
• Analyzes, reviews, and interprets funding agreements, program guidelines, and regulatory requirements to determine billing implications and translate requirements into operational procedures.
• Serves as a Liaison with project managers, budget staff, procurement personnel, and external agencies to resolve billing discrepancies and ensure reimbursement activity aligns with approved budgets and agreements.
• Lead process-improvement, system-implementation, or billing-automation initiatives
• Research, interpret, and communicate applicable accounting, funding-agency, and regulatory requirements affecting billing and reimbursement activity.
• Serve as the escalation point for complex billing inquiries from internal departments, funding agencies, auditors, consultants, and external partners
• Review general ledger account analyses, reconciliations, journal entries, and supporting schedules to ensure completeness and accuracy.
• Develop recurring management reports, including billing status reports, cash-flow forecasts, receivable-aging reports, reimbursement projections, and exception reports.
• Provide technical guidance to cross-functional leadership, consultants, billing, accounting, project, or administrative teams.
• Perform all job duties and responsibilities in a safe manner to protect one’s self, fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures in an effort to reduce or eliminate accidents.
• Performs other duties as assigned

Minimum Qualifications

• Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to: Bachelor’s Degree in accounting, finance, or related field. Three (3) years of full-time, progressively responsible professional accounting experience. Preferred Qualifications: Certified Public Accountant (CPA) license in California. Professional experience with governmental, public-sector, transportation, infrastructure, or grant-funded financial accounting operations. Strong knowledge of revenue recognition, accounts receivable, grant reimbursement, project accounting, cost allocation, and financial reconciliations. Professional working experience with ERP databases, Billing modules, Customer modules, Accounts Receivable Modules, Accounts Payable modules, and General Ledger. Proficiency with Microsoft Office, PowerBi, and other data visualization software. Effective oral and written communication skills.
• Bachelor’s Degree in accounting, finance, or related field.
• Three (3) years of full-time, progressively responsible professional accounting experience.
• Certified Public Accountant (CPA) license in California.
• Professional experience with governmental, public-sector, transportation, infrastructure, or grant-funded financial accounting operations.
• Strong knowledge of revenue recognition, accounts receivable, grant reimbursement, project accounting, cost allocation, and financial reconciliations.
• Professional working experience with ERP databases, Billing modules, Customer modules, Accounts Receivable Modules, Accounts Payable modules, and General Ledger.
• Proficiency with Microsoft Office, PowerBi, and other data visualization software.
• Effective oral and written communication skills.

Benefits

• Below is a summary of the comprehensive benefits provided to District full-time employees: Health and Welfare Benefits: Healthcare Benefits –District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program. The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees. Free Dental and Vision Benefits provided – Employer Covers Premiums Free Employee Assistance Benefit – Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year. Flexible Spending Accounts – Pre-tax dollars to pay for qualified Health or Dependent Care expenses. Retirement Medical Benefits: Long Term Disability Insurance – After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District. Health and Wellness – Gyms located at most work locations and discounted Weight Watcher Membership Option. Holidays and Paid Time Off: Paid Time Off – Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.25 hours). As you move up in years of service credit, the rate of the amount of PTO accrued will also increase. Paid Holidays – The District provides seven paid holidays throughout the year – New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays – District employees can earn up to five (5) floating holidays. Financial Planning Benefits: Pension Benefits through CalPERS –You must have a minimum of 5 years of service to be eligible for this pension. CalPERS PEPRA vs. Classic – All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6% Deferred Compensation Options – Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee – max $200,000 Optional Life Insurance – Employees may purchase additional life insurance for themselves and their eligible family members. Growth and Education Benefits: Professional Development – Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program – A maximum of $5,250 per year for courses related to your job or career goals with the District. Computer Loan Program – Interest-free two-year loan with a maximum amount of $2,000. Other Amazing Benefits: Credit Union – Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union. Employee Clean Commute (ECC) – Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits – Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees. For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions.
• Below is a summary of the comprehensive benefits provided to District full-time employees: Health and Welfare Benefits:
• Healthcare Benefits –District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program. The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees. Free Dental and Vision Benefits provided – Employer Covers Premiums Free Employee Assistance Benefit – Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year.
• Free Dental and Vision Benefits provided – Employer Covers Premiums Free Employee Assistance Benefit – Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year.
• Free Employee Assistance Benefit – Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year.
• Flexible Spending Accounts – Pre-tax dollars to pay for qualified Health or Dependent Care expenses.
• Retirement Medical Benefits:
• Long Term Disability Insurance – After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District. Health and Wellness – Gyms located at most work locations and discounted Weight Watcher Membership Option.
• Health and Wellness – Gyms located at most work locations and discounted Weight Watcher Membership Option.
• Holidays and Paid Time Off:
• Paid Time Off – Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.25 hours). As you move up in years of service credit, the rate of the amount of PTO accrued will also increase. Paid Holidays – The District provides seven paid holidays throughout the year – New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays – District employees can earn up to five (5) floating holidays.
• Paid Holidays – The District provides seven paid holidays throughout the year – New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays – District employees can earn up to five (5) floating holidays.
• Floating Holidays – District employees can earn up to five (5) floating holidays.
• Financial Planning Benefits:
• Pension Benefits through CalPERS –You must have a minimum of 5 years of service to be eligible for this pension.
• CalPERS PEPRA vs. Classic – All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6% Deferred Compensation Options – Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee – max $200,000 Optional Life Insurance – Employees may purchase additional life insurance for themselves and their eligible family members.
• Deferred Compensation Options – Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee – max $200,000 Optional Life Insurance – Employees may purchase additional life insurance for themselves and their eligible family members.
• Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee – max $200,000 Optional Life Insurance – Employees may purchase additional life insurance for themselves and their eligible family members.
• Optional Life Insurance – Employees may purchase additional life insurance for themselves and their eligible family members.
• Growth and Education Benefits:
• Professional Development – Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program – A maximum of $5,250 per year for courses related to your job or career goals with the District. Computer Loan Program – Interest-free two-year loan with a maximum amount of $2,000.
• Computer Loan Program – Interest-free two-year loan with a maximum amount of $2,000.
• Other Amazing Benefits:
• Credit Union – Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union. Employee Clean Commute (ECC) – Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits – Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees.
• Employee Clean Commute (ECC) – Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits – Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees.
• Commuter Benefits – Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees.
• For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions.

Supplemental Questions