Billing and Collections Coordinator
2 weeks ago
The Billing and Collections Coordinator will support the Finance Director in generating invoices for clients. This role involves addressing inquiries related to billing and investigating any billing discrepancies. The position requires managing client accounts in accordance with contractual agreements.
Key Responsibilities
- Generate monthly and yearly invoices for clients based on established agreements.
- Prepare transaction-based invoices and collection statements as per vendor invoices.
- Assist in the preparation of monthly closing journal entries and balance sheet reconciliations.
- Create invoices for clients based on finalized sales orders and contracts.
- Compile weekly accounts receivable reports with pertinent information.
- Update or draft customer agreements for executed sales orders and recurring fees.
- Issue miscellaneous invoices for clients as required.
- While sales tax calculations and submissions are outsourced, assist with monthly reconciliations and ensure proper setup of new states with the sales tax vendor.
- Review monthly commission calculations for the sales team.
- Prepare customer credit memos in line with company policy.
- Compile monthly, quarterly, and annual consolidated financial statements.
- Support the annual audit by preparing designated reports or providing documentation as requested by the Finance Director.
- Occasionally handle customer inquiries regarding invoices.
- Receive training on additional responsibilities within the finance department.
Qualifications
- Minimum of two years of relevant experience or training is required.
- Prior experience in accounting is preferred.
- An Associate's degree is required; a Bachelor's degree is preferred.
- Strong attention to detail is essential.
- Proficiency in Excel is necessary.
- Ability to work effectively in a collaborative team environment.
Preferred Skills
- Familiarity with QuickBooks is advantageous.
- Experience with ticketing software is a plus.
Benefits Offered
- 401(k) plan
- 401(k) matching
- Dental coverage
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision coverage
- Remote work options
- Annual salary range of $50,500 to $60,650
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