Billing and Operations Clerk
2 weeks ago
Overview
The Entry-Level Operations & Billing Administrative Assistant supports the operations and finance teams by preparing customer reports, auditing rates for accuracy, and ensuring timely and correct billing. This role is ideal for someone detail-oriented, analytical, and ready to learn the financial and operational side of the business.
Responsibilities
Financial & Customer Reporting
- Prepare and update routine customer reports related to operations, billing, and service activity.
- Pull data from internal systems and verify accuracy before distributing reports to internal teams or customers.
- Assist in maintaining reporting templates, dashboards, and databases.
Rate Auditing & Billing Accuracy
- Review customer rate tables, contracts, and billing rules to verify they are applied correctly.
- Audit billing data for discrepancies, errors, or missing information.
- Investigate billing issues and work with operations, accounting, or customer service teams to resolve them.
- Track recurring billing adjustments and ensure corrections are documented.
Operational Support
- Assist operations with gathering data needed for performance analysis or cost reviews.
- Maintain organized records of customer rates, billing histories, and audit results.
- Support internal teams with administrative tasks related to billing cycles and customer accounts.
Administrative Tasks
- Perform data entry, file management, and document preparation.
- Help respond to internal inquiries related to billing or reporting.
- Maintain accurate and timely updates to spreadsheets, logs, and tracking tools.
Qualifications
- High school diploma or equivalent; associate degree or some college preferred.
- Strong attention to detail and comfort working with numbers.
- Basic proficiency in Excel (sorting, filtering, formulas) and other office tools.
- Good communication skills and ability to follow detailed processes.
- Strong organizational skills and ability to handle repetitive tasks accurately.
Preferred
- Experience in billing, data entry, customer reporting, or administrative operations (internship or entry-level experience is fine).
- Familiarity with ERP or billing systems (not required but a plus).
- Comfort working with financial data and customer accounts.
Key Competencies
- Accuracy & attention to detail
- Analytical mindset
- Time management
- Professional communication
- Customer-focused support
- Reliability and accountability
- Ability to learn financial and operational systems
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