About the Role
Seeking a highly organized, detail-oriented Billing & Operations analyst toamong other, smaller administrative tasksprocess daily load sheets, enter operational data into MS Excel and create/send invoices to customers via QuickBooks Online (and, where applicable, charge [secured/encrypted] credit cards stored on file). This role is essential to operational accuracy, cash flow, and customer satisfaction.
Daily Responsibilities
- Retrieve each truck driver's daily load sheets from a MS Outlook inbox
- Check-off the daily received sheet (which highlights any missing load sheets)
- Save & organize the files (load sheets, pictures, etc.) into the MS OneDrive folders
- Enter the data from the daily load sheets into our MS Excel Tracker docs
- Update the inventory stats in the MS Excel Trackers
- Update driver utilization stats in the MS Excel Trackers
- Use the Tracker data to create accurate invoices in QuickBooks Online
- Create/set up new customer accounts in QuickBooks Online, as needed
- Send invoices with standard phrasing (using the Canned Billing Phrases doc)
- Charge [secured, encrypted] credit cards to process a payment, where applicable
- Log issues/items where you need clarifications/answers in order to move forward
- Review the issues log for our internal teams clarifications/answers back to you
Weekly Responsibilities
- Comb through Trackers to look for any missing data or missed billings
- Close-out (green check) all inbox items (the LS@ inbox & the Billing@ inbox)
- Close-out any open issues in the issues log for closure
- Populate data into a few MS Excel reports to be reviewed by the internal team
Monthly Responsibilities
- Carefully review all load sheets and billing entries (again, looking for missed items)
- Organize OneDrive folders for upcoming weeks/months
- Comb-thru Trackers & inboxes (looking for any missed/open-items still outstanding)
Requirements
Access to:
- Microsoft Outlook
- Microsoft OneDrive
- Microsoft Excel
- QuickBooks Online
- Strong Excel/Google Sheets capability
- Excellent written communication
- High attention to detail
- Reliable internet
- Ability to follow structured workflows independently
Preferred
- Strong/organized user of MS Outlook, OneDrive, Excel (other web-based tools (i.e. Google Sheets, etc.) is a plus).
- Data entry & customer invoicing experience (a plus)
- Customer service mindset (a plus)
Benefits
Benefits
- SALARY - Php 22,000 PER MONTH
- TYPE OF WORK - PART TIME (REMOTE), Hours: Part-time, approx. 2-4 hours/day, Monday-Friday (15-20 hours a week)
- WORK SCHEDULE - PHILIPPINE TIME ZONE
