Billing Specialist - HYBRID in Raleigh, NC Our client is seeking a Billing Specialist to play a critical role in managing daily, monthly, and ad-hoc billing and accounting tasks for our clients. This position requires a high level of accuracy, strong communication skills, and a proactive approach to problem-solving. The ideal candidate will have experience in billing, financial reconciliation, accounts receivable, and customer service, with the ability to work in a fast-paced environment and handle multiple responsibilities. Daily:
Apply Bank Activity for All Bank Accounts:
Reconcile cash-in transactions and ADP deposits.
Apply all TD-related bank activity to the system.
Review Every Sales Order:
Ensure all sales orders are BD-approved and/or procurement-approved.
Cross-check new BD-approved sales orders against contracts for consistency.
Verify pricing, class assignments, shipping method, and tax applicability for accuracy.
Process and bill each sales order.
Client Requests:
Address client inquiries and disputes in a timely and professional manner.
Cash Checks:
Apply and process checks received at HQ.
Monthly:
Monthly Managed Account Billing:
Extract data from Beacon for account billing.
Communicate with clients to collect volume information.
Create invoices and ensure they are sent to clients promptly.
Review and manage new accounts for billing accuracy.
Stratus LIS Billing:
Receive and review LIS report to identify clients requiring billing.
Process billing for clients without a LIS sales order in the system.
Bank Account Reconciliation:
Review and reconcile bank accounts.
Flag and resolve any discrepancies identified during the reconciliation process.
Balance Sheet Reconciliation:
Review assigned balance sheet accounts each month.
Make necessary adjustments to ensure account accuracy.
Ad-Hoc:
Client Statements:
Generate and issue client statements as needed.
Account Reconciliations:
Perform reconciliations for specific accounts as requested.
Issuing Credits:
Research and evaluate credit requests to determine if they are valid, issuing credits when applicable.
Team Support:
Provide support and answer questions for various teams as needed.
Qualifications:
Associate's or Bachelor's degree in Accounting, Finance, or related field preferred.
3+ years of proven experience in billing, accounts receivable, or accounting (preferably in a fast-paced environment).
Strong knowledge of accounting software and MS Excel.
Excellent attention to detail and problem-solving skills.
Ability to work independently and prioritize tasks effectively.
Strong communication skills and the ability to interact professionally with clients and team members.
Motivated and detail-oriented individual with a passion for finance and billing.