Job Description
Billing Specialist - HYBRID in Raleigh, NC
Our client is seeking a Billing Specialist to play a critical role in managing daily, monthly, and ad-hoc billing and accounting tasks for our clients. This position requires a high level of accuracy, strong communication skills, and a proactive approach to problem-solving. The ideal candidate will have experience in billing, financial reconciliation, accounts receivable, and customer service, with the ability to work in a fast-paced environment and handle multiple responsibilities.
Daily:
- Apply Bank Activity for All Bank Accounts:
- Reconcile cash-in transactions and ADP deposits.
- Apply all TD-related bank activity to the system.
- Review Every Sales Order:
- Ensure all sales orders are BD-approved and/or procurement-approved.
- Cross-check new BD-approved sales orders against contracts for consistency.
- Verify pricing, class assignments, shipping method, and tax applicability for accuracy.
- Process and bill each sales order.
- Client Requests:
- Address client inquiries and disputes in a timely and professional manner.
- Cash Checks:
- Apply and process checks received at HQ.
Monthly:
- Monthly Managed Account Billing:
- Extract data from Beacon for account billing.
- Communicate with clients to collect volume information.
- Create invoices and ensure they are sent to clients promptly.
- Review and manage new accounts for billing accuracy.
- Stratus LIS Billing:
- Receive and review LIS report to identify clients requiring billing.
- Process billing for clients without a LIS sales order in the system.
- Bank Account Reconciliation:
- Review and reconcile bank accounts.
- Flag and resolve any discrepancies identified during the reconciliation process.
- Balance Sheet Reconciliation:
- Review assigned balance sheet accounts each month.
- Make necessary adjustments to ensure account accuracy.
Ad-Hoc:
- Client Statements:
- Generate and issue client statements as needed.
- Account Reconciliations:
- Perform reconciliations for specific accounts as requested.
- Issuing Credits:
- Research and evaluate credit requests to determine if they are valid, issuing credits when applicable.
- Team Support:
- Provide support and answer questions for various teams as needed.
Qualifications:
- Associate's or Bachelor's degree in Accounting, Finance, or related field preferred.
- 3+ years of proven experience in billing, accounts receivable, or accounting (preferably in a fast-paced environment).
- Strong knowledge of accounting software and MS Excel.
- Excellent attention to detail and problem-solving skills.
- Ability to work independently and prioritize tasks effectively.
- Strong communication skills and the ability to interact professionally with clients and team members.
- Motivated and detail-oriented individual with a passion for finance and billing.
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