Job Overview: The Billing Specialist is a vital part of the overall process of the accounting team. The ideal candidate will possess accounting knowledge and will have very strong customer service skills along with excellent computer skills, inquisitive, detail oriented, collaborative, a problem solver with critical thinking skills and be a positive teammate. Responsibilities:
Set up new customer accounts in the accounting and CRM systems
Create and update recurring billing contracts in the accounting system
Ad Hoc Billing and Contractual Billing to customers
Set up and maintain billing orders and update CRM/Data tracking system in conjunction with accounting system
Complete data entry tasks for various accounting processes as required
Handle a variety of general accounting responsibilities including timely invoicing of fees per contract terms and reporting revenue per GAAP/company policies
Provide professional interaction and responses to all levels of customers and employees
Assist Billing Analysts and Sr Billing Analysts with the monthly close process
Follow up with customers and vendors as needed via e-mail and phone
Assist with providing supporting documentation for the annual financial statement audit
Contribute ideas for improving the efficiency of accounting processes
Be flexible and willing to allocate additional time during peak times (month end, audits etc.)
Skills and Qualifications needed for the Billing Specialist position:
Associates or Bachelor's degree in accounting, or related experience
NetSuite, Salesforce and Excel experience preferred
2+ years of accounting experience showing progression of accounting responsibilities
Critical and 'outside the box' thinking skills
Attention to detail is a must along with excellent organizational skills
Comfortable asking questions; including the desire to understand and ask "why?
Excellent customer service skills both written and verbal
Self-starter who is willing to accept responsibility and ownership for their function on the team
Must have excellent interpersonal, communication, and customer service skills with the proven ability to resolve challenging issues in a timely manner
Must have a great attitude and be willing to learn, increasingly strive to improve
Must be a quick learner, self-directed, motivated, and have strong dedication and commitment level to the tasks at hand
Ability to prioritize multiple tasks and workload effectively and utilize excellent time management skills
Equivalent combination of education and experience will be considered
MUST HAVE:
Associates or Bachelor's degree in accounting, or related experience
Experience in NetSuite, Salesforce and Excel.
Accounting and contract billing experience is a must.
2+ years of accounting experience showing progression of accounting responsibilities
Equivalent combination of education and experience will be considered.