Billing Specialist

Meriton•Irving, TX

22h•Hybrid

About The Position

The Billing Specialist is responsible for ensuring timely, accurate, and compliant billing of parts, services, and equipment. This role supports operational teams by generating invoices, resolving billing discrepancies, and maintaining adherence to established SLAs and compliance controls. The ideal candidate is detail-oriented, deadline-driven, and proactive in identifying process improvements to drive efficiency and accuracy within the billing cycle.

Requirements

Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and integrity in all interactions.
Excellent communication and interpersonal skills with the ability to build strong relationships across all levels of the organization.
Strong verbal and written communication skills
Ability to effectively communicate and present information one-on-one and in group situations, and outside of the company.
Ability to work in a fast-paced environment
Strong attention to detail
Must be a self-starter, independent, and strong organization skills, with the ability to manage multiple priorities and deadlines at any given time
Associate’s degree preferred.
Minimum of 2+ years of billing or accounting experience
Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word

Nice To Haves

Experience in Microsoft Dynamics 365 F&O and CRM is preferred
Familiarity in Avalara (tax compliance and calculations) is a plus.
Familiarity with ticketing systems (ServiceNow, Zendesk, Microsoft ticketing).
Understanding of lien filing and waiver processes (conditional & unconditional).

Responsibilities

Billing Operations Post billing across different functions among the business that includes parts, service, and equipment.
Generate invoices based on completed service or parts tickets.
Apply correct tax rates using Avalara integration.
Address and resolve billing exceptions or missing data.
Rebill or correct invoices as needed.
Communicate regularly with project managers and service teams to ensure completeness.
Discrepancy Resolution and Reporting Run and validate weekly billing reports to ensure accuracy.
Monitor and manage the billing backlog and aged receivables due to billing issues resolving discrepancies in a timely manner.
Month-End and Audit Support Assist with month-end close processes, including billing accruals and reconciliations.
Validate and reconcile deferred revenue entries.
Reconcile billed revenue with the general ledger and support posted invoice validation.
Support internal/external audit requests (SOX or financial audits).
Maintain detailed audit trails and proper segregation of duties in compliance with SOX.
Process Improvement and System Support Participate in process enhancement and automation efforts.
Assist with onboarding new operating companies or team members.
Investigate and resolve escalated disputes or exceptions.
Compliance and Documentation Maintain accuracy and security of customer and financial data.
Upload supporting documentation to billing management systems.
Engage in required training refreshers to maintain compliance and system proficiency.
Other Duties Regular, consistent and necessary to meet the needs of the business Performs other duties and responsibilities as assigned
Must conduct self in an ethical, legal, and responsible manner at all times
Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct