Senior Billing Specialist

LPL Financial•Charlotte, NC

9d•Onsite

About The Position

The Senior Billing Specialist will support the creation of routine sponsor invoices and the tracking of receivables, addressing sponsor inquiries, application of cash receipts, revenue accruals, and account reconciliations. The Billing Team works daily with Sponsor Revenue team to ensure the timely resolution of all billing, cash, and reconciling items. The team is also focused on implementing process improvements to streamline and enhance efficiency. The ideal candidate will possess excellent communication and organizational skills and maintain the ability to remain detail-oriented while working in a fast-paced environment. The ability to adapt appropriately take initiative and assume responsibility is essential for success.

Requirements

1-2+ year of accounts receivable / billing experience
Bachelor’s degree in Accounting, Finance, Business, or equivalent work experience
Experience with Excel V-Lookup
Ability to work under pressure and meet tight deadlines
Ability to work independently and be detail oriented
Excellent problem-solving skills and ability to handle multiple tasks
Strong customer service and communication skills

Nice To Haves

Experience with Oracle R12

Responsibilities

Prepare and issue routine monthly, quarterly, and ad hoc billing
Communicate with sponsors on required data for billing, inquiries, cash receipts, etc.
Prepare standardized monthly reconciliations as part of the accounting close process
Complete daily cash application
Monthly review of aged receivables and distribution of collection notices
Prepare journal entries, flux analysis and other standard accounting functions
Provide timely support for other miscellaneous billing and cash application requests
Special projects and Ad Hoc requests assigned