Senior Billing Specialist, Accounts Receivable

Responsibilities:

• Customer Portal processing (E-business Submissions) - Maintain invoice submission via various external customer portals; ensure pertinent information is detailed on invoices (accurate purchase order numbers, ensure order number aligns with PO, confirm deliverables)
• Perform bi-weekly reconciliation for E-business suite customers; Identify variances between A/R aging reports and Portal update reports.
• Review and interface fully executed contracts received via Salesforce into Intacct (sync contracts from sales teams, log exception contracts in billing data base for special handling, troubleshoot sync errors, update bill-to parties for overseas clients, parent companies or agencies and work with sales support team on late submissions)
• Maintain daily review of various Salesforce exception reports: Process change orders for amended contracts, perform preliminary review of purchase orders ensuring documentation aligns with company guidelines and adhere to SOX compliance, review kick-out reports containing un-synced contracts.
• Review daily intake of customer request via SFDC Case Management system; communicate with clients to resolve billing discrepancies to avoid collection issues, categorize incoming cases; perform timely interdepartmental reassignments while focusing on resolving and prioritizing critical cases (working with managers on departmental initiatives, caseloads and process)
• Create customer credits and prorations based on non-deliverables or order entry errors; working closely with the Customer Support team and Sales team.
• Perform general Billing Department functions - Create Proforma invoices when required, create billing reconciliation statements for clients, updated contact information for accounts (address, name and emails), answer customer inquiries on general customer service line, distribute W-9 and like documents, , processing sales tax certificates and update customers exemption status, provide legacy documents (contracts, SOW’s ect) to assist in selling initiatives

Qualifications:

• 5+ years of accounting experience 
• A bachelor’s degree in accounting or equivalent experience is required
• 1+ year of experience working in Salesforce and Intacct or similar software
• Ability to function as a self-starter, work independently and with a large team, and meet strict deadlines; detail & results oriented is a must
• Proficiency in Microsoft applications (Word, Excel) and Google (worksheets, documents) 
• Strong written and verbal communication skills
• Awareness and a commitment to following process related to supporting client confidentiality and data protection
• Strong customer service skills and experience