Billing & Revenue Integrity Strategy & Specialist Services

What does a Billing & Revenue Integrity Specialist do?

A Billing & Revenue Integrity Specialist ensures accurate and compliant billing processes across all transactions. They review invoices, validate charges, and identify discrepancies to prevent revenue loss. These professionals work closely with finance and operations teams to streamline billing workflows and uphold regulatory standards. By maintaining accuracy and transparency, they help optimize revenue, strengthen client trust, and support the company’s financial health.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Review and validate billing data for accuracy and compliance.
    • Identify and resolve discrepancies to prevent revenue loss.
    • Collaborate with finance and operations on billing improvements.
    • Generate and reconcile billing and revenue reports.
    • Ensure adherence to company policies and regulatory standards.

    Day-to-Day Duties

    • Review and process invoices and billing statements.
    • Verify pricing, discounts, and contract terms for accuracy.
    • Investigate and resolve billing discrepancies or disputes.
    • Monitor revenue reports and ensure proper documentation.
    • Coordinate with teams to maintain accurate and compliant billing records.

    SKILLS AND TOOLS

    Soft Skills

    • Attention to detail
    • Analytical thinking
    • Communication
    • Problem-solving
    • Integrity
    • Confidentiality
    • Collaboration
    • Adaptability

    Hard Skills

    • Billing systems and invoicing
    • Revenue analysis
    • Data accuracy and reconciliation
    • Compliance and reporting
    • Financial auditing
    • Contract review
    • Excel and financial software

    Tools

    Billing Systems: Zuora, Chargebee, or FreshBooks 70%
    Revenue Management Tools: NetSuite Revenue Management, Sage Intacct, or SAP BRIM 20%
    Data & Reporting Tools: Microsoft Excel, Power BI, or Tableau 10%

    Education

    Common Educational Backgrounds and Career Paths:

    • Accounting
    • Finance
    • Business Administration
    • Economics
    • Revenue Management
    • Data Analytics
    • Auditing
    • Financial Operations

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    Financial Modeling Test

    Valuation models

    8/10

    For financial analysts, M&A consultants, and valuation specialists.

    Valuation Principles Test

    Knowledge of valuation methods

    9/10

    For corporate finance, investment banking, and strategic advisory roles.

    Advanced Excel

    Proficiency in financial models

    8/10

    For candidates handling complex data-driven financial assessments.