Invoice Specialist
About The Position
EDM International is looking for an Invoice Specialist to support our billing and accounts receivable functions. In this role, you'll prepare and process client invoices, work with Project Managers to resolve billing questions, track invoice activity, assist with accounts receivable follow-up and collections, and help ensure our financial records are accurate and up to date. You'll also support invoicing for EDM's Products Business Sector, coordinating financial information between Zoho and Deltek Vantagepoint and helping ensure revenue and related charges are properly recorded. This is a great opportunity for someone who enjoys working with numbers, solving discrepancies, staying organized, and working with people across an organization.
Requirements
- High school diploma or equivalent.
- Proficiency with Microsoft Excel, including spreadsheets used for reconciliation, tracking, and data validation.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and deadlines.
- Strong written and verbal communication skills.
- Ability to identify discrepancies, research issues, and follow them through to resolution.
Nice To Haves
- Associate degree in Accounting, Finance, Business Administration, or a related field.
- Previous experience with invoicing, billing, accounts receivable, collections, bookkeeping, project accounting, or related administrative work.
- Experience with Deltek Vantagepoint or another accounting/ERP system.
- Experience with Zoho or similar invoicing or order-management software.
Responsibilities
- Prepare, review, process, and distribute accurate and timely client invoices.
- Coordinate with Project Managers and other team members to obtain billing information, supporting documentation, and approvals.
- Monitor invoice status and accounts receivable and help identify outstanding or overdue invoices.
- Support accounts receivable and collection efforts through professional client communication and timely follow-up on outstanding balances.
- Research and resolve billing discrepancies, corrections, adjustments, and revised invoices.
- Maintain accurate and organized invoice records and supporting documentation.
- Coordinate with our Products Team to process invoicing and accurately transfer financial information between Zoho and Deltek Vantagepoint.
- Reconcile Products-related revenue and charges, including sales tax, discounts, shipping, warranty, service charges, royalties, and commissions.
- Support month-end invoicing, accounts receivable, and revenue reconciliation activities.
- Provide backup support for front desk and general administrative functions as needed, including answering phones, greeting and assisting visitors, and helping with routine office needs.
- Cross-train to provide backup support for other accounting and administrative functions as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
