Billing Specialist

About This Role

Manage billing operations and ensure accuracy of financial transactions, working with D365 F&O systems for project-related financial processes.

Responsibilities

• Set up projects in compliance with financial and contractual requirements, ensuring all necessary documentation is maintained
• Verify the accuracy of transactions such as timesheets, expense reports, and journal entries within the system
• Code project-related expenses accurately
• Monitor project budgets, communicate key milestones to project managers, and coordinate change orders as required
• Initiate and manage the invoicing process in alignment with company policies, escalating issues when needed
• Adjust transactions based on project manager directives to maintain financial accuracy
• Prepare and deliver precise invoices and supplemental documentation to clients in a timely manner
• Track accounts receivable and collaborate with internal teams to secure timely payments, escalating collection efforts when necessary
• Support the credit and collections team by resolving unapplied payments and assisting with financial reconciliations
• Coordinate with finance teams to ensure proper project closure and generate reports on operational metrics as requested

Requirements

• Minimum of 2 years of experience in billing or related financial roles
• Proficiency in D365 F&O systems
• Familiarity with computerized billing processes
• Strong skills in managing billing functions, including collection and statement preparation
• Ability to accurately code expenses and handle complex financial transactions
• Experience in monitoring budgets and coordinating adjustments or change orders
• Excellent organizational and communication skills
• Detail-oriented mindset with a focus on delivering accurate invoices and resolving discrepancies
• Capability to produce operational and financial reports using relevant systems

Qualifications

• Minimum of 2 years of experience in billing or related financial roles

Skills

* Required skills

Benefits