Lead Analyst - Accounts Receivable & Billing

Build the future, spark innovation and align your career with purpose.

McKinstry is innovating the waste and climate harm out of the built environment and creating lasting impact. Together, we're building a thriving planet.

Buildings are a leading contributor to the climate crisis, generating nearly 40% of total global energy-related carbon emissions. We're making a lasting impact on our industry and within our communities by addressing the climate, affordability and equity crises through:

• renewables and energy services

• engineering and design

• construction and facility services

To get where we're going, we need big thinkers, problem solvers and collaborative mindsets. Does that sound like you?

The Opportunity with McKinstry

We are currently seeking a Lead Accounts Receivable & Billing Analyst to join our growing Finance and Accounting team in Seattle, WA. The Lead Accounts Receivable (AR) & Billing Analyst serves as the analytical and operational lead within the Billing and AR functions. This role is responsible for developing data-driven insights, ensuring data integrity, optimizing processes, resolving escalated issues, and supporting leadership with advanced reporting and analysis. While the position is primarily analytical, it also includes production responsibilities related to processing high-complexity billing to ensure accuracy and support continuity of operations. The Lead Analyst collaborates cross-functionally, supports system and workflow improvements, and provides expertise to strengthen cash flow and overall AR performance. Additional responsibilities may include:

Strategic Accounts Receivable or Billing Oversight:

• Lead end-to-end oversight of complex accounts, including billing execution, cash application, and collection activities, ensuring accuracy, compliance, and alignment with contractual and financial requirements.

• Serve as the primary escalation point for high-value, cross-functional, or technically complex accounts.

• Partner closely with Project Management, Operations, and Finance to proactively identify risks, interpret contract terms, and ensure timely and accurate invoicing and revenue realization.

• Review, validate, and approve complex transactions, adjustments and account activity; ensure accounting entries align with GAAP and internal policies.

• Provide leadership, technical guidance, and quality assurance support to AR or Billing Specialists promoting consistency and best practices.

• Act as a key liaison between AR operations and senior leadership communicating performance metrics, emerging challenges, root causes and recommend solutions.

• Validate accuracy and completeness of complex invoices and account reconciliations to ensure compliance with contract terms and company policies.

• Lead proactive resolution of account discrepancies, reconcile customer accounts, investigate unapplied and misapplied payments, and drive timely resolution.

• Provide hands-on support during peak workloads, system implementations, process changes or when advances expertise is required.

Financial Reporting and Analytics:

• Prepare and interpret AR and billing performance reports, including cash forecasting, aging analysis, and trend identification.

• Develop and monitor KPIs (e.g., Days Sales Outstanding (DSO), AR turnover, billing error rates, payor trends) and provide actionable insights to leadership.

• Support month-end and quarter-end close activities by reconciling accounts and validating AR balances.

• Partner with Finance to analyze customer credit exposure and support risk mitigation strategies.

• Present data-driven insights and recommendations that support financial planning and leadership decision-making.

Process and Systems Leadership:

• Maintain data integrity across ERP and reporting systems, ensuring accuracy in coding, documentation, and financial records.

• Evaluate existing workflows and identify opportunities for automation, efficiency improvements, and error reduction.

• Support system upgrades, process redesign efforts, and development of new reporting capabilities.

• Serve as the primary escalation point for high-value, cross-functional, or technically complex accounts.

What You Need to Succeed at McKinstry

• Bachelor's degree in accounting, Finance, Business Administration, Data Analytics related field or relevant work experience required.

• Minimum of 5+ years of progressive experience relevant to billing and collections, with at least 2 years of supervisory preferred.

• Strong understanding of billing, accounts receivable, adjustments, and financial reporting.

• Advanced analytical skills with the ability to interpret complex data, identify trends, and deliver actionable insights.

• Proven ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment.

• High proficiency in Excel (pivot tables, lookups, modeling, data cleansing) and experience with ERP systems (e.g., Vista, SAP, Oracle, NetSuite, D365).

• Strong analytical, problem-solving, and decision-making skills, with the ability to drive data-driven insights and actions.

• Highly adaptable, flexible, and resilient, with the ability to thrive in a fast-paced and changing environment.

• Strong mentoring and coaching abilities; effective communication and teamwork skills

PeopleFirst Benefits

When it comes to the basics, we have you covered:

• Competitive pay
• 401(k) with employer match and profit-sharing plan
• Paid time off and holidays
• Comprehensive medical, prescription, dental, and vision with low or zero deductible options and low out of pocket maximums

People come first at McKinstry, and we go beyond the basic benefits with:

• Family formation benefits, including adoption and IVF assistance
• Up to 16 weeks paid parental leave
• Transgender inclusive benefits
• Commuter benefits
• Pet insurance
• "Building Good" paid community service time
• Learning and advancement opportunities via McKinstry University
• McKinstry Moves onsite gyms or reimbursement for remote workers

See benefit plan documents for complete details.

If you're driven by our vision to build a thriving planet together, McKinstry is the place to build your career.

The pay range for this position is $64,890 - $105,900 per year; however, base pay offered may vary depending on job-related knowledge, skills, and experience. A bonus may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position offered. Base pay information is based on market location.

The McKinstry group of companies are equal opportunity employers. We are committed to providing equal employment opportunities to all employees and qualified applicants without regard to sex, gender identity, sexual orientation, age, race, color, creed, marital status, national origin, disability, veteran status, genetic information or any other basis protected by law. This policy applies to all terms and conditions of employment including, but not limited to employment, advancement, assignment, and training. This commitment to Equal Employment Opportunity is made equally as a social responsibility and as an economic and business necessity.

McKinstry is a drug-free workplace. Employment iscontingent upon successfully passing a pre-employment drug and alcohol test, complying with the requirements of the Immigration Reform and Control Act and a Confidentiality Agreement, in addition to successful outcomes of background and reference checks.

Applicants for this role will only be considered if they possess current US Work Authorization, and do not require employer-sponsored VISA support to begin or remain in this role.

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