
Accurate Billing Professional
19 hours ago
The Invoice Management Specialist will play a pivotal role in ensuring accurate and timely invoicing, supporting month-end activities, and identifying opportunities to streamline processes.
- Collaborate with operational teams to prepare, validate, and analyze data for month-end settlement processing.
- Contribute to firmwide and departmental projects, including the implementation of automated billing systems.
- Elicit, capture, and document business requirements to enable manual tasks to be converted to automated processes by working closely with Project Management and Engineering teams.
The ideal candidate will possess strong analytical skills, attention to detail, and ability to work effectively in a fast-paced environment. Experience in financial fields and proficiency in Microsoft Excel, NetSuite accounting system, SQL, and data visualization tools is highly desirable.
Key Responsibilities:- Generate and review journal entries and monthly reconciliations for assigned general ledger accounts.
- Facilitate communication between operational teams and Client Service teams to resolve outstanding invoicing issues and ensure accuracy and timely payments.
- Assist with quarterly and annual audit requests as needed.
- Bachelor's degree in Business, Finance, or Accounting (or equivalent work experience) required.
- 2+ years of experience in invoice management or related field, preferably for a financial institution.
- Strong proficiency in Microsoft Office Suite, particularly Excel, and familiarity with query languages like SQL are advantageous.
This role interacts with multiple Apex teams, including Accounting, Treasury, Client Service, Operations, Compliance, and Technology.
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