Financial Billing Operations Specialist
hace 2 semanas
The Financial Billing Operations Specialist will play a critical role in ensuring the efficient and accurate billing process at Solera. This position is responsible for managing complex billing situations, providing leadership and guidance to junior billing staff, and maintaining financial accuracy and customer satisfaction through precise invoicing procedures.
About the Role
Billing Process Management:
- Generate invoices for products or services provided to customers,
- Generate and review complex invoices accurately and in a timely manner,
- Ensure that invoices are accurate, complete, and compliant with company policies and relevant regulations,
- Include and verify all necessary information on invoices, such as itemized charges, pricing, discounts, taxes, and payment terms,
- Process special billing requests and adjustments,
- Address billing discrepancies and resolve billing-related issues,
- Update customer account information as needed.
Customer Communication
- Address customer inquiries and concerns related to their bills,
- Provide excellent customer service while explaining billing discrepancies and resolving disputes,
- Establish and maintain strong relationships with key customers or clients.
Documentation/Reporting
- Analyze billing data to identify trends, potential issues, and areas for improvement,
- Prepare reports on billing activities as necessary,
- Present findings to management for decision-making.
Reconciliation
- Meticulously reconcile invoices and billing records to ensure accuracy and consistency,
- Investigate and resolve discrepancies and billing disputes as they arise.
Compliance
- Stay informed about relevant laws, best practices, and regulations related to billing and taxation,
- Ensure that billing practices comply with local, state, and federal tax laws,
- Implement internal controls to maintain data security and confidentiality.
Quality Assurance
- Conduct quality checks on billing documents to ensure accuracy and compliance with company policies and legal regulations,
- Implement and improve billing procedures to minimize errors and enhance efficiency,
- Collaborate with other departments to gather accurate billing data.
Team Collaboration
- Work closely with other departments, such as sales, customer service, and finance, to gather accurate billing information and resolve issues,
- May be asked to provide guidance and training to junior billing staff,
- May be asked to oversee and mentor less experienced billing specialists.
Requirements
To excel in this role, an individual must possess the following qualifications:
- Bachelor's degree in finance, accounting, business, or a related field (or equivalent work experience),
- Minimum of 2 years of experience in accounts receivable teams, preferably in a level 1 billing specialist role,
- Familiarity with basic accounting principles,
- Strong knowledge of billing software, accounting systems, and Microsoft Office tools,
- Knowledge of relevant laws and regulations regarding billing and taxation,
- Experience with collections software or enterprise resource planning (ERP) systems is a plus,
- Excellent attention to detail, accuracy, and organizational skills,
- Strong communication and interpersonal skills, especially when dealing with customers,
- Ability to handle confidential information with integrity,
- Analytical thinking for identifying trends and process improvements,
- Ability to work well under pressure and meet deadlines,
- Willingness to learn and follow established procedures,
- Ability to work collaboratively as part of a team,
- Excellent communication and interpersonal skills,
- Able to communicate clearly and effectively, verbally, in writing, and by electronic communications with both internal and external clients,
- Excellent customer service skills,
- Ability to mentor and coach,
- Multi-lingual is preferred.
Estimated Salary Range: $60,000 - $80,000 per year.
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