Retail and Billing Representative
Kerae Medical, Inc.
Walnut Creek & Hercules, California.
Full-time position.
Wednesday, Thursday, Friday, 10am to 6:30pm. Saturday and Sunday, 10am to 5pm.
$22-25/hour.
About the Role:
Kerae Medical, Inc. is seeking a forward-thinking Retail and Billing representative who combines strong visual design skills with hands-on AI expertise. This role is ideal for someone who understands the billing and accounting side of a business.
You will play a key role in transforming billing processes into seamless, customer-focused experiences by ensuring accurate invoicing, timely payment processing, and efficient resolution of billing inquiries that strengthen client trust and support the company's financial operations.
Key Responsibilities:
- Process daily financial transactions, including accounts payable, accounts receivable, and general ledger entries.
- Prepare and issue customer invoices while ensuring billing accuracy and timely payment processing.
- Reconcile bank statements, credit card transactions, and retail sales reports.
- Monitor cash flow, process deposits, and maintain accurate financial records.
- Assist with month-end and year-end closing activities, financial reporting, and audits.
- Investigate and resolve billing discrepancies, payment issues, and customer account inquiries.
- Maintain compliance with company policies, accounting standards, and financial regulations.
- Collaborate with internal departments to improve billing, accounting, and reporting processes.
- Process refunds, exchanges, and payment adjustments in accordance with company policies.
- Track inventory, reconcile stock variances, and support inventory management initiatives.
- Operate and troubleshoot point-of-sale (POS) systems while ensuring accurate transaction processing.
- Provide exceptional customer service by addressing retail inquiries and resolving concerns professionally.
- Prepare sales, inventory, and financial reports to support business decision-making.
- Support budgeting, forecasting, and financial analysis as needed.
- Maintain confidentiality of financial and customer information while ensuring data accuracy.
Required Qualifications:
- High school diploma or equivalent required; Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
- Minimum of 1–2 years of experience in accounting, bookkeeping, retail operations, or a related role.
- Basic knowledge of accounting principles, accounts payable/receivable, and financial recordkeeping.
- Experience using accounting software (e.g., QuickBooks, Sage, or similar ERP systems) and Microsoft Office, particularly Excel.
- Familiarity with point-of-sale (POS) systems and cash handling procedures.
- Strong mathematical, analytical, and problem-solving skills with exceptional attention to detail.
- Excellent verbal and written communication skills with a customer-focused approach.
- Ability to prioritize multiple tasks, meet deadlines, and work efficiently in a fast-paced environment.
- High level of integrity, professionalism, and discretion when handling confidential financial information.
- Ability to work independently as well as collaboratively within a team.
Work Environment & Logistics:
- Must commute to Walnut Creek and Hercules, CA. Wednesday, Thursday, Friday, 10am to 6:30pm. Saturday and Sunday, 10am to 5pm
- On-site position.
Why Join Kerae Medical?
- Work at the intersection of healthcare, e-commerce, and AI innovation.
- Direct impact on brand growth and digital performance.
- Opportunity to experiment with cutting-edge creative tools and workflows.
Benefit:
Vacation, Sick time, and Health Insurance Benefit.