Billing and Invoicing Analyst
CSC•Sacramento, CA
•Remote
About The Position
The Billing and Invoicing Specialist is responsible for managing financial transactions from Sales Order to Invoice and Customer payment. This role involves efficient order fulfillment, handling customer inquiries, applying payments, and maintaining client financial information. The specialist will also act as a point of contact for billing-related queries, prepare financial presentations, draft customer contracts, and continuously seek process improvements.
Requirements
- Associates degree and/or 5+ years in a finance role
- Able to work in a fast-paced and dynamic environment
- Self-motivated, can work well both independently and in a team
- Focus on client service and delivery
- Strong attention to detail
- Excellent written and oral communication skills
- Strong interpersonal skills
- Ability to work under pressure and meet tight deadlines
- Strong knowledge of Microsoft Word, Excel, and Outlook
Nice To Haves
- Experience in ORACLE NetSuite
- Experience in Avalara software
Responsibilities
- Monitor sales order requests including validation of contractual product, pricing, cycle, and payment terms.
- Apply customer special handling and purchase order information.
- Review current year renewal orders to prior year.
- Manage and respond to incoming customer inquiries.
- Submit invoices to customer online billing system.
- Apply customer payments.
- Enter and update client information with accuracy and efficiency.
- Create special tax rules in the sales tax system as needed.
- Maintain and clear client financial billing information in the corporate system, including purchase orders, special handling, online billing information, documented management approvals, and special tax rules.
- Act as a central point of contact for billing-related queries, including investigating issues and preparing client-specific summaries and reports.
- Complete and document collection activities in a clear and compliant manner.
- Prepare monthly accounts receivable presentations.
- Draft customer contracts and amendments.
- Update system with contract information.
- Reference process documentation with continuous updates.
- Continuously seek process improvements.
Benefits
- Compensation decisions are dependent upon a number of factors including job location and the knowledge and experience of each individual.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
