
Accounting and Billing Specialist
2 weeks ago
We are looking for a highly skilled and experienced Billing Specialist to join our dynamic Finance team. As a Project Accountant – Billing Specialist, you will play a key role in ensuring timely and accurate billing, project setup, and contract compliance across our projects.
Responsibilities- Reviews and approves customer account set-ups and assures that required billing details are on file.
- Reviews contracts, purchase orders, invoicing/billing terms and enters accurate billing details into the Management Information System (MIS).
- Prepares accurate and timely billings.
- Maintains open lines of communication via email and multiple messaging services with Project Accountant Team Lead and the Digital Innovation CSM/FSR team.
- Transfers misapplied expenses to correct accounts within the MIS.
- Assists Project Accountant TL and the Digital Innovation CSM/FSR team with the coordination and monitoring of billings and collections.
- Handles billing voids and write-offs with appropriate approvals as needed.
- Maintains customer account invoice and customer account contract files.
- Initiates customer account close out to ensure all data in the Management Information System (MIS) record is correct and complete.
- Reviews and monitors modifications of customer records within the CRM platform and ensures all required documentation is on file and matches billing records within the MIS.
- Accurately processes payments and provides follow-up with appropriate internal team.
- Assists Risk Management Team as needed in reviewing customer transaction history, communication history, and contracts.
- Monitors collection issues and assists ARM Team in maintaining monthly AR Ledger comments and makes direct customer contact when applicable.
- Follows-up with Project Accountant TL and the Digital Innovation CSM/FSR team if collection attempts are unsuccessful.
- Ensures the CSP process is being followed.
- Participates in company-wide initiatives as needed, to include quality assurance and continuous improvement initiatives.
- A BCom Accounting degree (or related) with 4 - 6 years of related experience.
- Ability to work flexible hours.
- Proficiency with Accounting Systems and various reports.
- Strong Microsoft Office suite skills and proficiency in Adobe products, database management software, and the Internet.
- Experience with tools like Dynamics 365, Salesforce, and Adobe for billing tasks is a plus.
- Excellent written and oral communication skills.
- Ability to maintain positive working relationships with others.
- Ability to work collaboratively and effectively with others.
- Demonstrate strong conflict resolution skills.
- Ability to prioritize tasks and manage time effectively.
- Ability to develop a work schedule, set goals, create/implement action plans, and monitor progress towards goals.
- Certified as a Great Place to Work.
- Robust set of unique benefits.
- Opportunities for career development and growth.
- Flexible vacation policy.
- Paid sick time and fitness reimbursement.
- Health, life, vision, and dental insurance.
- Employee assistance program and more.
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