Finance Billing Specialist

Job Description

Responsibilities: Review and verify billing data to ensure completeness and accuracy before invoicing. Update/correct Workday data as needed. Create accurate customer invoices in a timely manner based on client delivery team instructions. Finalize and distribute approved customer invoices. Internal Stakeholder Support, which involves closely working with the client delivery team to ensure accurate and timely billing for customer projects. Support client delivery team by doing research for client billing-related inquiries. Partner with the delivery team to provide timely resolution of client billing concerns. Maintain positive internal relationships through effective communication and meeting commitments. Review and understand key billing-related reports, both in Workday and Power BI. Prepare and deliver regular billing reports to internal customers. Resolve Workday billing-related issues documented as tickets in the firms internal ticketing system and collaborating with Internal Teams: Collaborate with the Customer Onboarding team to address customer set up issues in Workday. Work effectively with other Billing team members to cross-train on select tasks and provide needed coverage during team member absences. Requirements: Bachelor's degree in a relevant field (e.g. Accounting, Finance or Business) or 3-5 years of experience as a Billing Specialist. Experience in a professional services industry and Workday billing experience strongly preferred. Ability to work independently and under pressure in an accurate manner. Must possess problem solving and analytical skills to apply knowledge to practical situations and the ability to foresee problems and provide effective solutions. Excellent customer service skills with the ability to clearly communicate (both in writing and verbally) and work effectively with all levels of management and staff. Strong work ethic, attention to detail and respect for confidentiality. Excellent follow through and the ability to effectively prioritize work. Skills in MS Office, including Word, Excel, and Outlook Ability to work overtime as needed.