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Invoicing Specialist

4 months ago

Indianapolis, United States PTS Diagnostics Full time
Job DescriptionJob Description

SUMMARY

This position performs the daily duties related to and including invoicing all customer orders from previous business day, filing electronic and/or hardcopy documentation, participate as resource for documentation/record during Financial Audits. Support Customer Service Department to champion order import error messages to reach timely resolution. This role will also perform periodic back-up support for online customer set-up, support including issue resolution.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

· Collect shipping information for each order shipped previous business date

· Review and update documentation with shipping charges and additional charges specific to the customer account provisions to be included on invoices

· Prepare and ensure every invoice is complete and accurate

· Send accurate invoices to customers according to their account provisions for all previous business day shipments daily

· File all documentation electronic and hardcopy for each order through shipment daily for all previous business day shipments

· Maintain organization of files

· Provide requested documentation during Financial Department Audits

· Triage all EDI order import errors daily

· Real-time escalation EDI import errors to the appropriate department for resolution and awareness as needed

· Timely and effective communication of EDI import errors status to the appropriate departments including Customer Service Department

· Back-up coverage for B2B Team by performing new customer set-up for online(B2B) ordering portal

· Back-up coverage for Lead B2B Team by triage customer online(B2B) ordering portal questions, access issues

· Suggest and execute on improvements in procedures and processes.

· Responsible for following and continuously improving the quality system and achieving quality objectives through daily actions.

· Special projects as assigned.

 

QUALIFICATIONS .

· Attention to detail required.

· Efficient filing, strong organizational skills.

· Quickly and correctly perform basic math functions.

· Strong written and verbal communication skills are needed with the ability to clearly present information and describe processes and issues.

· Strong interpersonal skills, including the ability to work with individuals of diverse backgrounds and technical abilities.

· Critical thinking skills.

· Ability to make sound decisions under pressure.

· Working knowledge of EDI.

· Business process knowledge.

· Knowledge of Financial regulations.

· Ability to utilize various software to perform work tasks.

· Experience participating in Financial Audits

· Able to work in a fast-paced, team environment.

· Works effectively with all levels of staff.

· Proficiency in MS Office: Power Point, Excel, Outlook

 

EDUCATION and/or EXPERIENCE

· High school degree or equivalent.

· Associate or Bachelors degree in Finance, Business preferred.

· Experience Billing/invoicing

· Minimum 1-2 years working in Finance role

· Minimum 1-2 years experience with handling EDI import errors

 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employee works in a typical office environment and uses typical office equipment such as telephone, computer, fax, and copy machine.

 

EQUAL OPPORTUNITY EMPLOYER: PTS Diagnostics is an Equal Opportunity and E-Verify employer. Employment decisions for all applicants and employees will be made without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, age, national origin, marital status, veteran status, disability, or other characteristics protected under local, state or federal law.

 

QUALITY COMMITMENT

This position requires compliance to applicable quality system and regulatory requirements. This individual adopts a “quality in everything we do” approach to all aspects of the execution of responsibilities of this position. Through vigilance, this individual remains alert to any potential compliance situations, and must report such observations to managers and the Head of Quality.

 

STATEMENT of OTHER DUTIES DISCLAIMER

This Job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.

 

 

EMPLOYEE SIGNATURE

By signing this document, I agree to the conditions of employment as described in job description. I fully understand and intend to comply with these provisions and understand that failure to do so may lead to disciplinary action and/or termination from the organization.

Company DescriptionPTS Diagnostics is an innovative point-of-care diagnostics solutions provider that partners with patients and healthcare professionals to provide the right information at the right time to make the right decisions. The company’s name represents the three pillars upon which it has built its long-term success: People, Technology and Service.Company DescriptionPTS Diagnostics is an innovative point-of-care diagnostics solutions provider that partners with patients and healthcare professionals to provide the right information at the right time to make the right decisions. The company’s name represents the three pillars upon which it has built its long-term success: People, Technology and Service.