TrueScripts Management Services

Client Reporting and Billing Specialist – Finance/Accounting

TrueScripts Management Services

full-time

Posted on:

Location Type: Hybrid

Location: Washington • Washington • United States

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About the role

  • Assist in client invoicing including but not limited to client set-up, client account maintenance, client reporting requests and collections.
  • Other responsibilities will include account reconciliation, commissions, and rebate assistance.
  • Setup and maintain client accounts
  • Prepare weekly and monthly invoices, detailed reports, and correspondence
  • Update and maintain detailed work instructions on the invoicing process
  • Maintain accurate client contacts
  • Work with Client Success Team for all client onboarding activities
  • Perform quality audits of client data
  • Provide clients, TPAs, and brokers with requested reporting on a weekly or monthly basis
  • Provide adhoc reports or supporting backup reports, as requested
  • Payment application and reconciliation
  • Coordinates collections of past due accounts
  • Provide A/R reporting to brokers and management as needed
  • Collaborate with outside clients and internal finance team to maintain accurate accounts receivable
  • Monthly account reconciliation and analysis, including bank reconciliations for all cash accounts
  • Calculate quarterly rebates
  • Prepare backup, communication, and payments for client distribution
  • Maintain monthly cash flow analysis and share with executive team monthly
  • Update and determine monthly cash flow buckets
  • ACH for vendor and client payments
  • Perform other duties as assigned

Requirements

  • A future team members' values need to align with TrueScripts' core values of Integrity, Respect, Innovation, and Service.
  • College associate's degree in Business or Accounting or related field or equivalent experience
  • Strong Microsoft Excel skills required
  • 2 to 3 years relevant experience
  • Client Billing or bookkeeping experience preferred
  • Experience with Collections, Accounts Receivable, & Accounts Payable preferred
  • QuickBooks knowledge helpful
  • Exceptional problem solving, analytical thinking, and attention to detail
  • Ability to multi-task and prioritize in an ever-changing environment
  • Ability to work in an open team environment and be a team player with all levels of staff and management is required
Benefits
  • A wide range of health insurance options including medical, dental and vision
  • A strong salary and bonus program
  • A robust 401k and company match
  • Truescripts is transitioning to an ESOP, a team member owned company! Each year team members are allocated shares of stock through our ESOP, a Qualified Retirement plan!
  • Employee Assistance Program
  • A wellness program including financial incentives, chiropractic and massage services, and fitness stipends
  • Dream Manager Program (yes, it’s a real thing!)
  • A cohesive, family-based culture
  • Charitable contributions and volunteer time
  • Lots of celebrations!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client invoicingaccount reconciliationcommissionsrebate assistancepayment applicationaccounts receivableaccounts payablecash flow analysisACH transactionsreporting
Soft Skills
problem solvinganalytical thinkingattention to detailmulti-taskingprioritizationteam playercommunication
Certifications
associate's degree in Businessassociate's degree in Accounting