Billing Specialist

Position Objective

Billing Specialist

Key Responsibilities

Customer Invoicing

• Generate accurate invoices based on approved timesheets via the Salesforce billing engine & ERP system
• Validate timesheet data and resolve discrepancies with internal teams.
• Apply correct billing rates, discounts, and tax rules per client contracts.
• Ensure contractual billing terms are reflected in all invoices.
• Distribute invoices through agreed channels (email, portal, etc.).

Contractor Self-Billing

• Create timely and accurate self-bills for contractors using approved timesheet data.
• Apply correct rates, deductions, and tax withholdings in line with agreements and regulations.
• Ensure proper distribution and record-keeping of self-bills.

Salesforce Billing Operations

• Serve as a super user of Salesforce for billing-related tasks.
• Operate the custom billing engine to process timesheets and generate billing documents.
• Escalate system issues and contribute to ongoing improvements and testing.

Data Reconciliation & Accuracy

• Reconcile external timesheet systems with Salesforce data.
• Conduct regular audits to ensure billing accuracy.
• Investigate and resolve discrepancies professionally and efficiently

Stakeholder Support

• Address billing queries from clients and contractors with clarity and professionalism.
• Support payment reconciliation and resolve application issues.
• Maintain high standards of customer service in all interactions.

Reporting & Analysis

• Produce billing reports (e.g., outstanding invoices, trends, payment summaries).
• Support month-end and year-end close activities.
• Contribute to documentation and process improvement initiatives.

Compliance & Best Practices

• Adhere to company policies, accounting standards, and regulatory requirements.
• Maintain confidentiality of financial and sensitive data

Qualifications & Experience

• Bachelors degree in finance, Accounting, Business Administration desirable
• At least 3 years experience working in similar billing or finance roles, ideally in workforce management, staffing, or human capital services sectors.
• Proven experience using Salesforce for billing operations. Certinia (formerly Financial Force) experience would be advantageous
• Familiarity with timesheet systems and contractor self-billing processes is highly desirable

Key Capabilities

• High attention to detail and accuracy:

  Maintains precision in processing and reviewing financial information, ensuring outputs are error-free and compliant with relevant requirements.

• Strong analytical and problem-solving skills:

  Interprets data to identify trends, discrepancies, and opportunities for process improvements.

• Excellent written and verbal communication skills:

  Communicates clearly and professionally with a variety of stakeholders, ensuring information is accurate, timely, and easy to understand.

• Proficiency in Microsoft Excel (intermediate to advanced):

  Utilises formulas, pivot tables, and data analysis tools to manage information, generate reports, and support decision-making.

• Ability to manage multiple priorities in a fast-paced environment:

  Organises and prioritises tasks effectively to meet deadlines while maintaining high-quality standards.

• Professional integrity and discretion:

  Handles sensitive information responsibly, maintaining confidentiality and adhering to organisational policies and ethical standards.

Behavioural Expectations

Global Core Values:

We are a Family:

We are Adaptable:

We are Honest:

We are Curious:

We are Passionate:

We are Accountable: