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Billing & Operations Analyst
1 month ago
Billing Operations AnalystWe are seeking a highly organized, detail-oriented Billing & Operations analyst to -- among other, smaller administrative tasks -- process daily load sheets, enter operational data into MS Excel and create/send invoices to customers via QuickBooks Online (and, where applicable, charge [secured/encrypted] credit cards stored on-file). This role is essential to operational accuracy, cash flow, and customer satisfaction.Daily ResponsibilitiesRetrieve each truck driver's daily load sheets from a MS Outlook inboxCheck-off the daily "received" sheet (which highlights any missing load sheets)Save & organize the files (load sheets, pictures, etc.) into the MS OneDrive foldersEnter the data from the daily load sheets into our MS Excel "Tracker" docsUpdate the inventory stats in the MS Excel "Trackers"Update driver utilization stats in the MS Excel "Trackers"Use the Tracker data to create accurate invoices in QuickBooks OnlineCreate/setup new customer accounts in QuickBooks Online, as neededSend invoices with standard phrasing (using the "Canned Billing Phrases" doc)Charge [secured, encrypted] credit cards to process a payment, where applicableLog issues/items where you need clarifications/answers in order to move forwardReview the issues log for our internal teams' clarifications/answers back to youWeekly ResponsibilitiesComb through Trackers to look for any missing data or missed billingsClose-out ("green check") all inbox items (the LS@ inbox & the Billing@ inbox)Close-out any open issues in the issues log for closurePopulate data into a few MS Excel reports to be reviewed by the internal teamMonthly ResponsibilitiesCarefully review all load sheets and billing entries (again, looking for missed items)Organize OneDrive folders for upcoming weeks/monthsComb-thru Trackers & inboxes (looking for any missed/open-items still outstanding)
