Finance Billing Coordinator

The billing coordinator is a customer-facing position under the control of the accounting department manager.

This role will assist the accounting department with all contracting and billing processes, ensure accurate and timely invoicing, and maintain records of financial transactions.

The role includes communication with clients, reconciliation of accounts, and coordination with internal teams to produce accurate service invoices and address all billing discrepancies proactively.

The ideal candidate must be detail-oriented and organized, with strong computer and typing skills and able to handle multiple tasks simultaneously in a fast-paced environment.

Billing and Invoicing:

• Prepare and issue accurate invoices to clients by contractual terms and company policies.
• Review and validate billing data to ensure accuracy and completeness.
• Process adjustments, credits, or refunds as necessary.

• Reconcile client accounts and resolve discrepancies in billing records.
• Collaborate with the accounting team to ensure alignment between billing and financial records.

• Serve as the primary contact for billing inquiries, providing prompt and professional responses.
• Follow up on overdue accounts and assist with collection efforts, including sending reminders and negotiating payment terms.

Compliance and Reporting:

• Ensure all billing practices comply with company policies and applicable regulations.
• Generate and analyze billing reports to identify trends, inconsistencies, or areas for improvement.
• Prepare and present monthly billing summaries to management.

• Identify and implement process improvements to streamline billing operations and enhance efficiency.
• Assist in the development and maintenance of billing policies and procedures.

• Work closely with sales, operations, and customer service teams to address billing-related issues.
• Participate in meetings to discuss client accounts and project billing updates.

• Associate or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 2–4 years of experience in billing, accounts receivable, or a similar accounting role.

• Proficiency in accounting software (QuickBooks, NetSuite, SAP) and Microsoft Office Suite, especially Excel.
• Strong understanding of billing and invoicing processes, as well as accounts reconciliation.
• Excellent organizational and time-management skills with the ability to prioritize tasks effectively.
• Strong analytical skills and attention to detail.
• Effective communication and customer service skills, both verbal and written.
• Ability to work independently and collaboratively in a team environment.

• Experience in healthcare, technology, or manufacturing.
• Familiarity with PSA and ERP systems and automated billing platforms.
• Knowledge of regulatory requirements related to billing and financial reporting.
• Experinces in the Autotask PSA a PLUS