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Billing Specialist
5 days ago
SUMMARY
Havtech is looking to add a Billing Specialist to our growing accounting department. In this position, the Billing Specialist is responsible for processing invoices and credits to customer accounts, while ensuring the accuracy and timeliness of the billing process.
The ideal candidate for this position will be a collaborative professional with strong organizational skills and attention to detail.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES include the following. Other functions may be assigned:
- Process daily invoices and credits to customers, utilizing our accounting software, based on information provided by the sales department(s).
- Review orders to ensure that all necessary documents are attached, per the company contract administration policy, prior to processing any invoices.
- Research commission payments from manufacturers to identify applicable jobs and coordinate with cash application specialist to ensure application of payments to correct jobs.
- Process credit card payments and authorizations as needed.
- Distribute invoices and credits to customers via email, using Liaison software.
- Review and assess taxability of items sold and review tax-exempt certificates from customers for validity.
- Work with Credit team on internal questions regarding payment terms and contract administration.
- Communicate effectively with internal customers (i.e. sales teams, AR/Credit team, etc.) by telephone and/or email to resolve any possible concerns and find a solution that is beneficial to all parties.
- Perform root cause analysis of issues and develop countermeasures to avoid future occurrences.
- Identify and implement improvements in order to increase the efficiency of the billing process.
- Ensure all daily, weekly, and monthly deadlines are met in the billing process.
- Perform special projects and other duties, as assigned, to support the Accounting Department.
REPORTS TO
AP/Billing Manager
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities.
QUALIFICATIONS
- Associates degree in Accounting, Finance or Business, or 1-3 years of relevant and transferable experience required.
- Utilize good judgement, critical thinking, and problem-solving skills to follow through on assigned duties.
- Demonstrate accountability and proactively manage workload to meet deadlines in a dynamic work environment.
- The ability to complete a task while demonstrating a thorough concern for all the areas involved, no matter how small.
- Desire to be a part of and support a proven accounting team while having the ability to work independently to deliver exceptional customer service.
- Excellent written and verbal communication and collaboration skills are required.
- Proficient in MS Office, intermediate proficiency in Excel. MS Dynamics GP experience is a plus.
- Working knowledge of sales tax and related best practices.
- Ability to learn new software and systems quickly.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.
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.
DECLARATION
Human Resources retains the sole right and discretion to make changes to this job description. Any employee making changes unauthorized by Human Resources or the President will be subject to disciplinary action up to and including termination.
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