MindSource | Billing Analyst | santa ana, ca

1 month ago


santa ana, United States MindSource Full time

Job Title: Inbound Billing and Settlement Staff

Contract Duration: 1 Year

Location: Santa Ana, CA 92707

Work Hours: 8:30 AM - 5:30 PM


Responsibilities

  • Settlement Management: Handle settlement activities related to the freight forwarding business, ensuring accuracy and timeliness.
  • Customer & Carrier Relations: Build and maintain strong relationships with customers and carriers through effective and continuous communication.
  • Reporting: Prepare regular settlement status reports for management, customers, carriers, and headquarters.
  • Process Improvement: Develop and implement automated processes to streamline settlement operations and reduce manual work.
  • Billing: Accurately process customer billing in line with deadlines and company policies for each division.
  • Billing Corrections: Manage and analyze billing correction forms using Access databases.
  • Documentation Review: Review essential freight documentation to validate invoiced charges and support payment requirements.
  • Financial Impact: Utilize accounting knowledge to understand and address how billing functions impact profit and loss (P&L).
  • Auditing: Audit carrier freight bills, interpret tariffs and contracts, and resolve discrepancies.
  • Technology Utilization: Work with internal systems and tools to perform daily functions efficiently.
  • Error Resolution: Investigate and resolve potential errors and duplicate carrier billings.
  • Ad-Hoc Reporting: Provide custom reports as requested by stakeholders.
  • General Duties: Perform other job-related tasks as assigned.

Requirements/Qualifications

  • Experience:Background in Accounts Receivable (AR) & Accounts Payable (AP), invoicing, customer service, or transportation/logistics.
  • Education:Bachelor s Degree required.
  • Skills:Strong decision-making abilities to quickly assess and resolve problems.
  • Effective written and verbal communication skills to engage with various organizational levels.
  • Proficiency in Microsoft Outlook, PowerPoint, and Word.
  • Advanced Excel skills, including VLOOKUPs and pivot tables.
  • Availability:Willingness to work overtime as needed.



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