Invoice Preparation and Processing Generate accurate and timely invoices based on contracts, purchase orders, or service agreements. Ensure that all billable items (products, services, hours) are captured correctly. Revenue Recognition Align billing with revenue recognition policies. Work closely with finance teams to ensure revenue is recorded in the appropriate accounting period. Customer Account Management Maintain updated customer billing information. Respond to client inquiries about invoices and resolve billing discrepancies. Accounts Receivable Support Assist in tracking outstanding invoices and aging reports. Collaborate with collections teams to follow up on unpaid bills. Contract and Pricing Review Review client contracts to ensure accurate billing terms and rates. Verify discounts, taxes, and special pricing rules are applied correctly. Reconciliation and Reporting Reconcile billed revenue with the general ledger. Prepare regular billing reports and support audits with documentation. System and Process Management Use accounting or ERP systems (Excel Knowledge). Help implement improvements in billing workflows and automation. Compliance and Controls Ensure adherence to internal controls and external regulatory requirements. Maintain records in accordance with company policies and audit standards. Skills Required Strong understanding of accounting principles Proficiency in Excel and billing/accounting software Attention to detail and high level of accuracy Analytical and problem-solving skills Good communication and organizational skills Typical Employers Service-based companies SaaS or tech companies with subscription models Manufacturing and logistics firms Healthcare and insurance providers Public accounting or shared services centers Job Type: Full-time Schedule: Day shift Work Location: In person Expected Start Date: 07/07/2025
As an Invoice Preparation and Processing specialist, you will be responsible for generating accurate and timely invoices based on contracts, purchase orders, or service agreements. Your role will involve ensuring that all billable items such as products, services, and hours are captured correctly to facilitate smooth billing processes. In addition to invoice generation, you will be tasked with aligning billing activities with revenue recognition policies. Collaboration with finance teams will be essential to ensure that revenue is recorded accurately in the appropriate accounting period. Customer account management will be a key aspect of your role, requiring you to maintain updated customer billing information and address client inquiries regarding invoices. Resolving billing discrepancies and providing support for accounts receivable functions will also be part of your responsibilities. You will play a crucial role in reviewing client contracts to verify accurate billing terms and rates. This includes ensuring that discounts, taxes, and special pricing rules are applied correctly to maintain transparency and compliance. Reconciliation and reporting tasks will involve reconciling billed revenue with the general ledger, preparing billing reports, and supporting audits with relevant documentation. Your proficiency in accounting or ERP systems, including Excel knowledge, will be leveraged to manage billing workflows efficiently. Compliance with internal controls and external regulatory requirements will be a priority in this role. You will be expected to maintain records in accordance with company policies and audit standards to uphold financial integrity. The ideal candidate for this role will possess a strong understanding of accounting principles, proficiency in Excel and billing/accounting software, attention to detail, and a high level of accuracy. Analytical and problem-solving skills, along with good communication and organizational abilities, are essential for success in this position. Employers seeking candidates with these skills typically include service-based companies, SaaS or tech companies with subscription models, manufacturing and logistics firms, healthcare and insurance providers, as well as public accounting or shared services centers. This is a full-time position with a day shift schedule and an in-person work location. The expected start date for this role is 07/07/2025.,