[Hiring] Invoice Specialist REMOTE

­­­Position: Invoice Specialist

Date posted: 2024-11-26

Industry: other

Employment type: Full Time

Experience: 2 year                       

Qualification: Bachelor’s Degree holder

Location: United States, REMOTE

Company: Vertech

Description:

Invoice Specialist required

United States

About the job

Are you detail-oriented, organized, and love keeping things running smoothly? As our Invoice Specialist, you’ll be the go-to person for managing the entire accounts receivable cycle— from sending out invoices to applying payments and handling collections. You’ll team up with Project Managers, Project Coordinators, our awesome customers, and the finance squad to tackle payment issues and make sure accounts are always in tip-top shape. If you thrive in a fast-paced environment and love problem-solving, this is the role for you! Let’s keep those invoices moving and payments flowing!

The Invoice Specialist will be responsible for the full accounts receivable billing cycle, including invoicing, payment application, and collections. They will work closely with Project Managers, Project Coordinators, our customers, and the finance department to resolve payment issues and ensure that accounts are up to date.

Primary Duties and Responsibilities

Invoice Preparation: Prepare customer invoices with any required supporting documentation. Send invoices to clients via e-mail or upload to online portal

Customer Relationships: Serve as the primary point of contact for customers regarding billing questions, payment issues, and invoice inquiries. Resolve issues promptly and professionally, ensuring positive customer relationships.

Cash Management: Update and maintain weekly cash forecast. Reconcile bank statements monthly.

Data Entry: Accurately enter invoice data into the company’s financial systems, maintaining up-to-date records of customer payments, outstanding balances, and adjustments, and resolve any discrepancies.

Secondary Duties and Responsibilities

• Credit Management: Assist in managing customer credit limits and reviewing creditworthiness. Flag high-risk accounts and work with the collections team to ensure appropriate action is taken.
• Reporting: Generate and submit regular reports on accounts receivable status, including outstanding invoices, aging reports, and collections efforts, to senior management. Ensure compliance and maintain controls under GAAP standards.
• Process Improvements: Identify opportunities for improving the invoicing and collections process to enhance efficiency and reduce the time taken to collect payments. Participate in company-wide process documentation and improvement efforts
• Misc: Assist with any additional accounting department needs.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the primary duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties. The work is primarily sedentary. Typically the employee may sit comfortably to do the work. Occasional light lifting of up to 20 pounds is required. The work requires sight, hearing, speaking, and typing capability.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the primary duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties.

This job is performed remotely or in a climate controlled, indoor environments sitting at a desk.

Education And Experience

Bachelor’s degree in accounting or finance or an associate’s degree with 2+ years of experience in accounts receivable, invoice management, or similar roles.

Skills and Abilities

• Strong communication skills, both written and verbal.
• Strong interpersonal skills for interacting on multiple levels with co-workers, clients and vendors.
• Problem-solving skills for resolving billing and payment issues.
• Excellent attention to detail, accuracy, and organizational skills.
• Strong knowledge of accounts receivable processes, billing, collections, and GAAP accounting principles.
• Proficient in Microsoft Office programs including but not limited to: Word, Excel, PowerPoint, and Outlook
• NetSuite Experience a Huge Plus, But Not Required
• Fluent in written and spoken English