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Billing Clerk/Specialist
2 weeks ago
Essential Job Functions:
- Organizes all job related documentation for billing analysis.
- Responsible for notifying the Account Manager Director of all paperwork discrepancies related to invoicing the job and linked specifically to the Account Management department.
- Analyzes Monarch System Job report and billing worksheets generated in Electronic Prepress (EPP) for chargeable items to be included on final invoices.
- Compares invoices from outside vendors for reasonableness and accuracy based on quoted figures or current price lists and makes determination as to how these charges will be recovered through the billing process or absorbed in the cost of the job.
- Creates invoices and credit memos using Monarch invoicing system.
- Makes determination of sales tax status of each invoice and bills accordingly.
- Assists Production and Estimating departments queries relating to billing status of individual jobs.
- Ensures customer invoices that come off the computer are correct before mailing.
- Updates the sales discount list, records sales, recording the mark up and costs related to each job via a common spreadsheet.
- Works with sales personnel on any billing problems that may arise.
- Utilizing the daily credit list, assigns priority to the preparation of invoices of all jobs marked COD or Urgent Billing so that accurate collection can be made at the time of delivery.
- Assists customers with their questions relating to billing.
- Works on periodic special projects or studies as assigned by supervisor.
- Performs other duties as requested.
Requirements
Desired Competencies/Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- General knowledge and understanding of company billing and manufacturing policy and procedure. Knowledge of sales tax applications.
- Ability to work with other people.
- Honest and forthright person with the ability to communicate clearly with fellow employees and customers.
- Ability to handle confidential information with discretion.
- Must act and perform duties without supervision. Must be a self-starter.
- Must have good attention to detail.
Education and/or Experience: High school diploma with some formal accounting experience or formal accounting training. Knowledge of the technicalities of the printing process essential. Degree in Accounting or Printing Management plus technical experience within the printing industry preferable
Language Skills: Must be able to read, write and understand English. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions.
Computer Skills: Office Position Computer (PC) and software skills required.
Physical Demands: The physical demands are typical for an office setting. Must be able to lift up to 20 pounds.
