Job Details

To perform many accounting, customer service and organizational tasks to promote the financial health of the organization. These duties and responsibilities include but are not subject to:

• Prior experience as billing specialist required
• Experience in Quickbooks billing and running financial reports
• Searching each financial statement for any payment inconsistencies or errors
• Collaborating with customers, third party institutions and other team members to resolve billing inconsistencies and errors
• Creating invoices and billing materials to be sent directly to a customer
• Verify hours or work performed and process billing for work performed
• Contacting customers and tracking account balances
• Performing receivables tasks as necessary
• Keep an accurate record of client accounts and outstanding balances
• Send invoices and account updates to clients electronically and on paper
• Update our system with payment information and other financial data
• Notify clients of upcoming or missed payment deadlines
• Address our clients' billing questions and issues
• Prepare reports and review billing activity for accuracy
• Uphold our strict client confidentiality policies
• Other duties as assigned