About the Position

Billing Operations Analyst (Maternity Cover)

Location

Lisbon, Portugal

Employment Type

Full-time

Department

Finance

About Pleo

Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’.

The word ‘Pleo’ actually means ‘more than you’d expect’, and living by that mantra has been the secret to our success over the last 10 years.

Now, we’re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can’t say we’ve got this whole thing figured out. And frankly, that’s half the fun! What we can say is that we’re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together.

About the Role

We're looking for a high-performing and dynamic Billing Operations Analyst to join our Finance Team at Pleo. This role is a unique opportunity to actively support the business to reach new milestones having in mind people growth and great teamwork. If you enjoy working at the intersection of Billing, Accounting, and Automation – and want to help drive the future direction of Pleo – we’d love to hear from you.

Responsibilities

As a Billing Operations Analyst, you will:

Review, approve & process credit note requests
Review contracts & account setup accuracy when the need arises
Answer internal billing questions in a timely & professional manner, including escalations
Guide GTM & other teams on billing best practices
Reissue invoices
Create & maintain Standard Operating Procedures (SOPs)
Process refunds
Drive internal projects from concept to completion
Complete Month-End Close activities as required

Requirements

You’ll thrive in this role if you:

Have 1+ year experience in a Finance/Accounting/Operations related field, with basic knowledge on Internal Accounting Standards (IFRS)
Have advanced Excel skills including formulas, Sage, and analyzing data via pivot tables - SQL knowledge is a nice to have
Can work independently to drive workload and identify areas of opportunity
Have experience troubleshooting and/or answering complex customer queries in a timely and professional manner
Have previous experience with Billing systems and ERP systems (nice to have)
Are proactive and curious in your way of working

Who You’ll Be Working With and Reporting To

You’ll report to our Senior Billing & Revenue Manager and work closely with teams in Finance, Sales, and Engineering. Our team of 3 is highly collaborative and dedicated to providing great support and improvement initiatives across the organization.

How You’ll Develop in This Role

In your first 6 months at Pleo, you’ll:

Become a full-fledged SME on all things Billing
Become an active contributor in any projects you are part of to ensure your expertise allows the teams to achieve objectives
Identify or deliver a process improvement project
Be independent on daily activities once requiring support from team members for more complex projects

We’re committed to helping you develop your career, whether that means taking on bigger projects, stepping into leadership, or acquiring new skills in multiple areas such as Finance, Automation, and multiple system usage.

We Offer

Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us for your workdays - enjoy catered meals or receive a lunch allowance based on your local office
Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan, or Médis
We offer 25 days of holiday + your public holidays
Option to purchase 5 additional days of holiday through a salary sacrifice
We use MyndUp to give our employees access to free mental health and well-being support with great success so far
Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work

About Your Application

English first. Since it's our company language, please submit your application in English. You’ll be using it a lot if you join us.
A fair look for everyone. Our talent team reads every single application to ensure the process is fair. To keep things running smoothly, we only accept applications through our system-our support team can’t pass on calls or emails.
Diversity drives us. We can only reach our goals if our team reflects the world around us. That starts with you hitting apply, even if you don't tick every single box. We encourage people from all backgrounds and experiences to join us.
Interview at your best. We want you to feel comfortable throughout the process. If you have any accessibility requirements or need a specific format, email [email protected]. We’ll design a process that works for you.
Your data is safe. When you apply, we process your personal data as a data processor. For more information on how Pleo processes personal data, read our Privacy Policy here.
Applying for multiple roles? Nothing is stopping you, and we assess every role independently. However, we do look for alignment, so make sure you can explain why your interest and experience are right for each specific role.
Reapplying. If you’re applying for the same role again, please wait six months from your last decision before hitting submit.

Billing Operations Analyst (Maternity Cover)

Job description