The Billing Specialist is responsible for the end-to-end preparation, validation, and distribution of invoices, as well as supporting collections and reconciliation activities for client accounts. This role ensures billing accuracy, timely invoicing, and strong financial control while partnering closely with Client Management, Finance, and other internal stakeholders.
The position plays a key role in maintaining revenue integrity, improving billing efficiency, and supporting a smooth billing-to-collection cycle in a fast-paced shared services environment.
Key responsibilities include, but are not limited to:
Billing and Invoicing
- Own the preparation, validation, and issuance of client invoices in accordance with internal controls and client-specific billing agreements
- Ensure all invoices are accurate, complete, and distributed within agreed timelines
- Maintain consistency in billing processes and resolve invoice-related issues with internal teams and clients
Accounts Receivable and Collections
- Support accounts receivable activities including payment tracking, aging review, and collections follow-ups
- Conduct timely follow-ups on outstanding balances and coordinate dispute resolution when needed
- Escalate overdue accounts and high-risk receivables in accordance with defined processes
Reconciliation and Financial Reporting
- Perform billing and account reconciliations to ensure accuracy between billing systems, financial records, and client data
- Generate and maintain financial and reconciliation reports for internal review and audits
- Investigate and resolve discrepancies in billing and payment records
Data Management and Reporting
- Analyze billing and financial data using Excel to identify trends, errors, and opportunities for process improvement
- Maintain, enhance, and standardize billing templates and reporting tools to improve efficiency and accuracy
- Ensure accuracy and integrity of billing and reporting data across systems
Cross-Functional Collaboration
- Work closely with Client Management, Project Managers, Finance, and other stakeholders to resolve billing and AR-related issues
- Support internal and external audits by providing required billing documentation and reports
- Communicate billing and collections updates clearly to stakeholders and clients
Process Improvement
- Document billing and AR processes and ensure alignment with operational standards
- Identify process gaps and recommend improvements to enhance accuracy, efficiency, and scalability
- Support implementation of standardized billing practices across teams
Requirements:
- At least 2 years of experience in Billing or Accounts Receivable
- Experience in Shared Services or finance/accounting operations environments is preferred
- Good Excel and reconciliation skills
- Experience with QuickBooks or similar accounting systems is preferred
- Strong analytical and problem-solving skills; able to manage multiple deadlines
- Strong attention to detail and communication skills
Nice-to-have:
- CPA certification
- Experience with Microsoft Dynamics 365 (D365) or similar ERP systems
- Experience in collections within a shared services or global finance environment
