Billing and Accounts Receivable Analyst
Valpak
full-time
Posted on:
Location: Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Prepare and execute invoicing company wide, including prebilling & rebills.
- Maintain and complete special-handling billing requests per client schedule.
- Manage billing inboxes.
- Investigate escalated billing inquiries and inaccuracies and take 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 or required.
- Support and comply with internal and external audits and safety/security policies.
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.
- Supervisory Responsibility: None.