Accounts Receivable Invoice Specialist II

HEARTLAND BUSINESS SYSTEMS LLC•Little Chute, WI

About The Position

The Accounts Receivable (AR) Invoice Specialist II is responsible for completing more complex invoices and credit memos by compiling data, computing fees/charges/costs, and calculating rates. This individual will accurately post data, assist with monthly reporting, and keeping other relevant records. This individual will also need to operate effectively and efficiently, while working with all teams within Heartland. The AR Invoice Specialist II will serve as a key resource for team members by providing assistance with day-to-day inquiries and resolving any issues that may arise.

Requirements

Accountability
Accuracy
Coaching and Development
Communication
Detail Oriented
Deductive Reasoning
Ethical
Reliability
Team Builder
4+ years in Accounting, Finance, or related field
Associates Degree in Accounting or related field or equivalent experience
Proficient Microsoft Suite Skills

Nice To Haves

5-7 years in Accounting, Finance, or related field
Experience in developing variable financial models
2-5 years of ConnectWise Billing Experience
Bachelor’s Degree in Finance or Accounting
Experience with Finance or Accounting ERP system reporting and set up

Responsibilities

Accurately create basic to complex Accounts Receivable invoices /credit memos.
Complete invoicing for more complex or detailed accounts or service offerings.
Responsible for project invoicing and analysis.
Maintain specialized system knowledge to effectively invoice unique offerings, M&A, and new service offerings.
Provide timely, insightful, actionable, and accurate analysis and recommendations to improve process and gain efficiencies.
Contact Solutions Consultants, Inside Sales Representatives, and customers to obtain or relay account information.
Review sales order for customer financial accuracy before orders can be placed.
Keep records of invoices and support documents.
Verify accuracy of billing data and report errors.
Review documents such as purchase orders, sales orders, expense reports and/or statements of work to compute fees and charges due.
Generate weekly, monthly or on request reports for sales and clients.
Assist Treasury Team with compiling accurate ACH information.
Work closely with collections team by contacting customers and providing proper information to obtain customer payment.
Gather information/documentation for audits.
Complete tasks within the specified timeframe accurately and professionally while working independently and/or as a team.
Perform other duties, as assigned.