Accounts Receivable Clerk (Credit & Billing)

Collectors • Santa Ana, CA

38d • $20 - $26 • Onsite

About The Position

We’re looking for an Accounts Receivable Clerk (Credit & Billing) to join our team to play a crucial role in the financial operations of our organization by ensuring accurate and timely credit memos, billing and invoicing processes. This role involves collaborating with various departments to gather information, generate invoices, and manage billing and credit records. The AR Clerk is responsible for maintaining meticulous attention to detail, adhering to credit and billing procedures, as well as providing excellent customer service to clients. You’ll report directly to the Controller and work out of our Santa Ana, CA office.

Requirements

• High school diploma or equivalent; additional education in Accounting or Finance is a plus
• Proven experience as a billing clerk or similar role, demonstrating proficiency in billing processes
• Strong numerical and data entry skills with high attention to detail
• Familiarity with accounting software (Dynamics Nav and Netsuite) along with Google Suite, Microsoft Suite particularly Excel
• Excellent communication skills, both written and verbal, for effective interaction with clients and colleagues
• Ability to handle confidential information with discretion and maintain professionalism
• Strong organizational and time-management skills to handle multiple tasks and meet deadlines
• Problem-solving skills to resolve billing discrepancies and issues
• Knowledge of relevant legal and regulatory requirements for billing

Responsibilities

• Invoice and Credit Memo Generation: Create and generate accurate invoices and credit memos based on services rendered, products sold, or contractual agreements
• Verify billing information, such as quantities, rates, and discounts, to ensure accuracy
• Collaborate with relevant departments to gather necessary information for invoicing
• Data Entry and Record Keeping: Enter billing data into the accounting system accurately and promptly
• Maintain organized and up-to-date billing records for easy retrieval and auditing
• Monitor and track outstanding invoices, ensuring timely follow-up and resolution
• Billing Documentation: Prepare supporting documentation, such as contracts, purchase orders, and delivery receipts, to accompany invoices
• Attach any relevant backup information to invoices as required by clients or internal policies
• Customer Communication: Respond to billing inquiries from clients and internal stakeholders professionally and promptly
• Provide exceptional customer service by addressing any billing discrepancies or concerns
• Reports and Analysis: Generate regular reports on billing activity, outstanding balances, and payment trends
• Collaborate with the finance team to analyze data and identify areas for process improvement
• Compliance and Regulations: Ensure compliance with financial regulations and company policies in all billing and credit activities
• Stay updated on relevant industry regulations and standards affecting billing and credit procedures
• Collaborate with departments such as sales, customer service, and operations to resolve credit and billing-related issues
• Assist with month-end and year-end closing procedures as needed

Benefits

• Health Insurance: All full-time employees are eligible to enroll in Medical, Dental, and Vision
• Additional Benefits: Full-time employees are eligible for fertility, commuter, and educational assistance benefits
• 401(K) Matching Plan: We are proud to offer a competitive 401k matching plan to our employees to support their future financial goals
• Vacation: All full-time employees are eligible for paid vacation
• Holiday Pay: All regular, full-time employees are eligible for ten company paid holidays
• Employee Discounts: Employees receive discounts on select grading services for approved submissions
• Flexible Hours: Many of our teams offer flexible schedules with varying shifts and will work with you to accommodate your needs
• Fun Working Environment: Our team members are invited to participate in celebrations, holiday events, and team building activities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees