Billing Specialist

Overview

A financial technology organization is seeking a detail-oriented Billing Specialist to join their Finance Team. This role supports the monthly billing and accounts receivable processes, ensuring accurate revenue recognition, customer account balances, and billing records.

The ideal candidate is highly organized, adaptable, and able to work independently in a fast-paced environment. They should take ownership of responsibilities, consistently meet deadlines, and maintain a high level of accuracy and attention to detail.

Responsibilities

• Assist with the monthly billing process to ensure invoices are accurate and completed on schedule
• Generate and distribute monthly invoices to customers
• Post revenue accurately within accounting and billing systems
• Post payments received to appropriate customer accounts
• Reconcile customer accounts and research payment discrepancies, deficits, and unapplied balances
• Monitor outstanding invoices and follow up professionally with customers regarding unpaid balances
• Update, review, and verify customer billing rates within proprietary billing systems
• Respond to customer billing inquiries and assist with resolving account discrepancies
• Maintain accurate and organized billing records and supporting documentation
• Assist with special projects and perform other duties as assigned by management

Qualifications

• 1 to 2 years of experience in billing, accounts receivable, bookkeeping, or related accounting functions
• Associate degree in Accounting, Finance, Business Administration, or related field preferred
• Equivalent combinations of relevant education, credentials, coursework, and practical experience will be considered
• Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, INDEX/MATCH, and SUMIFS
• Proficiency in QuickBooks Online
• Experience with SAP Ariba is a plus
• Previous experience with proprietary billing or accounting systems preferred
• Strong attention to detail and numerical accuracy
• Strong organizational and time-management skills
• Ability to manage multiple responsibilities and consistently meet deadlines
• Ability to work independently with minimal supervision
• Resourceful, proactive, and comfortable taking initiative
• Ability to adapt to changing priorities in a fast-paced environment
• Professional written and verbal communication skills

Location

Not specified

Compensation & Benefits

Not specified