Prepare and execute invoicing company wide, including prebilling & rebills
Maintain and complete special-handling billing requests per client schedule
Manage billing inboxes
Investigates escalated billing inquiries and inaccuracies and takes appropriate action to resolve
Audit & resolution of transactional data to maintain integrity within the AR ledger with a focus on certificate sales
Preparation of ad hoc reports for teams, preparation of KPI reporting for department, dashboard development
Provide support to market analyst team, working assigned accounts and follow up as needed. Contribute to account reconciliations.
Research & post credit requests
Manage paper invoicing requests
Assist with training as assigned, including onboarding for new employees.
Assist in related work, additional duties, or projects as needed.
Employees are responsible for supporting and complying with internal and external audits, to include providing information, performing assigned tasks to ensure compliance, and preparing and maintaining evidence that key duties identified as internal controls have been performed.
All employees are responsible for supporting and complying with safety and security policies to promote a healthy working environment.
Requirements
Prior knowledge of Salesforce CRM & CPQ preferred. Skilled in Microsoft Office Applications, with a focus on Excel.
Basic to advanced math skills
College experience preferred, with a focus on accounting, business administration, or finance. Commensurate hands on work experience considered.
Strong attention to detail with the responsibility for the quality and content of financial data.
Ability to set priorities; well-organized and inquisitive nature to support sound decision making.
Excellent communication and relationship building skills with an ability to negotiate and work with a variety of internal and external stakeholders.
Ability to wear many hats in a fast-paced environment
Ability to maintain confidentiality
Professional written and verbal communications skills.
Ability to work independently and within a team atmosphere