Billing Analyst at MindSource in Santa Ana, California

Job Description:

• 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.

• 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.