Description

Hart Agency is seeking a detail-oriented and analytical Billing & Financial Operations Analyst to support the company’s financial operations, with a primary focus on billing, invoice preparation, and financial schedule management. This role will work closely with the finance team and operational departments to ensure that client invoices are accurate, supported with proper documentation, and delivered in a timely manner. The position requires strong Excel proficiency, attention to detail, and the ability to organize supporting financial information such as receipts, activation reports, and manager summaries. The ideal candidate is highly organized, comfortable working with financial data, and eager to contribute to improving processes and financial controls.

Prepare and issue client invoices in accordance with company billing schedules and client agreements.

Compile and organize supporting documentation for invoices including receipts, event manager reports, state liquor authority reports, activation summaries, and purchase documentation.

Review billing information to ensure accuracy and completeness before sending to clients.

Track invoice status and maintain organized records of billing documentation. Support the resolution of client billing inquiries.

Maintain financial schedules and billing trackers using Microsoft Excel.

Perform data entry, reconciliations, and cross-checking of billing data.

Assist with updating financial schedules and operational tracking reports.

Organize data in structured Excel workbooks to support finance and operational teams.

Assist with preparing supporting schedules for internal reporting and analysis.

Requirements

Operational & Process Support

Maintain organized digital records of financial documentation within SharePoint or internal file systems.

Assist with collecting and organizing receipts and documentation for billable and non-billable expenses.

Support internal financial processes including documentation management and record keeping.

Identify opportunities to improve workflow efficiency and data organization.

Collaboration

Work closely with the finance team, operations team, and field staff to ensure billing information is complete and accurate.

Support cross-functional teams by providing financial documentation when required.

Assist in maintaining clear communication between departments regarding billing requirements.

Qualifications – Experience

1–3 years of experience in billing, accounting, finance operations, or administrative finance support preferred.

Experience working with invoice preparation and supporting financial documentation is a plus.

Technical Skills

Strong proficiency in Microsoft Excel (including formulas, lookups, and data organization).

Experience organizing financial information across multiple spreadsheets.

Familiarity with accounting or invoicing systems is a plus.

Experience working with SharePoint, Google Drive, or document management systems preferred.

Core Competencies

Strong attention to detail

Excellent organizational skills

Ability to manage multiple tasks and deadlines

Strong analytical thinking

Clear written and verbal communication skills

A proactive and solutions-oriented mindset

Ability to work independently and within a team

Personal Attributes

Team player with a collaborative mindset

Willingness to learn and develop new skills

Strong work ethic and reliability

Ability to adapt in a fast-paced environment

Commitment to maintaining accuracy and financial integrity

Compensation

Hourly Rate: $25 per hour