Billing Research Specialist

Routeware, Inc.

109d

About The Position

The primary function of this role will be to serve as the primary point of contact for all incoming billing disputes or discrepancies. This position requires developing an understanding of Routeware’s contract and billing process, conducting regular research, and timely resolution of customer billing disputes. The role involves identifying any related discrepancies in Sage Intacct & Salesforce and working cross-functionally as needed to resolve these issues. Additionally, the position includes assisting with documenting updates to the Company’s order-to-cash processes to help streamline the billing and accounts receivable function, providing support for daily invoicing functions, and daily support of finance-related Zendesk inquiries. The candidate will also input data into the company’s accounting system, verify accuracy, compile and analyze financial information, assist in the monthly close of the company’s financial statements, and provide supporting documentation for tax advisors and external audits. The role may also involve providing accounting support for mergers and acquisitions and assisting in special projects as needed.

Requirements

• Thorough knowledge of GAAP accounting processes and procedures.
• Prior experience in a SaaS billing environment.
• Experience working with Salesforce & CPQ.
• Handles confidential and sensitive information with discretion.
• Demonstrates excellent written and verbal communication skills.
• Well-organized, self-directed team player.
• Identifies and resolves problems in a timely manner.
• Adapts to changes in the work environment.
• Continuous process improvement mindset.
• Prioritizes and plans work activities efficiently.

Nice To Haves

• Advanced Microsoft Excel user.
• Strong experience with daily Accounts Receivable functions.
• Experience with Salesforce and CPQ.
• Experience with Sage Intacct and Tesorio software.
• SaaS/Software industry experience.
• Experience in multiple currency transactions and inter-company transactions.
• Experience with sales tax calculations and filing in multiple jurisdictions.

Responsibilities

• Develop an understanding of Routeware’s contract and billing process.
• Serve as primary point of contact for all incoming billing disputes or discrepancies.
• Conduct regular research and timely resolution of customer billing disputes.
• Identify related Sage Intacct & Salesforce discrepancies and work cross-functionally to resolve.
• Assist with documenting updates to the Company’s order-to-cash processes.
• Provide support for daily invoicing functions.
• Support finance-related Zendesk inquiries.
• Input data into the company’s accounting system and verify accuracy.
• Compile and analyze financial information to prepare and post general ledger entries.
• Reconcile accounts and maintain proper internal controls.
• Assist in the monthly close of the company’s financial statements.
• Assist in the creation of the monthly close report provided to Management.
• Assist in financial analysis and department reporting.
• Prepare standard and specialized financial reports in accordance with GAAP.
• Provide supporting documentation for the company’s tax advisors and external audits.
• Provide accounting support for mergers and acquisitions.
• Work with other departments to ensure compliance with accounting policies and procedures.
• Assist in special projects as needed.

Benefits

• Comprehensive benefits (medical with HSA option, vision, dental, and life insurance)
• Paid parental leave
• Medical and Dependent FSA
• 401K match
• Unlimited PTO
• Ten company holidays
• 1 Volunteer day
• Summer Fridays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees