Billing Specialist
Summit Fund Services LLC
contract
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $15 - $21 per hour
Job Level
JuniorMid-Level
Tech Stack
ERP
About the role
- Track client invoicing preferences and build streamlined processes for the receipt, processing, and communication of invoicing information.
- Work with accounting team to route invoicing requests, provide relevant information, and clarify request follow-ups.
- Communicate request status, provide relevant information, and answer questions for internal and external requestors.
- Monitor multiple billing inboxes, responding to clients in a timely manner
- Enter relevant billing information and documentation into AdBook (revenue tracking system), NetSuite (ERP), and other program tracking platforms.
- Assist in the setup, maintenance, and information transfer to and from various invoicing portals, like Ariba, Coupa, etc.
- Work with internal and external stakeholders to complete, review, and approve billing documents and vendor forms.
- Providing W9s and other vendor requested data
- Maintain a repository of tools, resources, and templates that allow for an accurate and prompt billing and finance workflow on a daily, weekly and monthly basis.
- Work with accounting team to establish timelines for monthly close process milestones.
- Create Adbook reports to be used by and to gather delivery feedback from various internal teams.
- Fill out billing information for all active programs within a given month.
- Reconcile Adbook data for select programs/clients to ensure billable totals and delivered totals are correct.
Requirements
- Bachelor’s degree in a related field with minimum 1-2 years work or internship experience
- Strong organizational habits, attention to detail, clear communication, eagerness to learn, and a strong work ethic
- An engaged learner, critical thinker and acute listener
- Microsoft Excel proficiency, Netsuite experience required.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
invoicing processesbilling documentationdata reconciliationreport creationrevenue trackingvendor forms processinginformation transferattention to detailorganizational skillsMicrosoft Excel
Soft skills
clear communicationeagerness to learnstrong work ethiccritical thinkingacute listeningorganizational habits