Billing Specialist managing end - to - end billing processes and client account balances at Transtar Insurance Brokers. Ensuring accurate invoicing and timely payment posting in a supportive environment.
About the role
- Invoicing & Billing Specialist responsible for managing invoicing and accounts receivable accuracy. Requires experience with NetSuite and finance team collaboration.
Responsibilities
- As an Invoicing & Billing Specialist - Accounts Receivable, candidate will be responsible for managing the invoicing process, ensuring accuracy and timeliness.
- Candidate will handle invoicing, accurately maintaining journal entries, keeping track of deferred and accrued revenue, customer inquiries, reconcile receivables, and maintain financial records.
- Candidate will do the periodic audits on deferred and accrued revenue and collaborate with the business as and when required.
- Invoice Generation and Processing: Prepare, issue, and process high-volume, accurate invoices to customers using the NetSuite platform.
- Accounts Receivable Management: Monitor and track incoming payments, apply cash receipts correctly, and support collection activities for overdue accounts.
- Discrepancy Resolution: Research, analyze, and resolve complex billing discrepancies and disputes by collaborating closely with internal teams (Business Units, Sales, Project Management, Customer Service) and external clients.
- Journal Entries: Generate and post accurate journal entries to the general ledger in accordance with company policy.
- System and Data Integrity: Maintain accurate customer billing records, ensure data integrity within NetSuite, and support process improvements within the billing system.
- Supporting Preparation of Financial Statements: Assist in preparing, reviewing, and analyzing financial reports, ensuring accuracy for related operational activities.
- Reporting and Analysis: Generate regular financial reports on billing activities, account status, and A/R metrics for management review, utilizing NetSuite's reporting and analytics tools.
- Month-End Close Assistance: Assist in month-end, quarter-end and year-end closing activities, including account reconciliations to the General Ledger (GL).
- Compliance: Ensure all billing practices comply with internal controls, contractual agreements, and relevant financial regulations.
- Communications: To be able to communicate effectively with Sales Representatives, Project Managers, Business Unit leadership and US Finance team to carry out smooth functioning of invoicing/billing.
Requirements
- Proven experience in billing, invoicing, accounts receivable, or a related finance role.
- Strong proficiency in an ERP system; hands-on experience with NetSuite is a MUST have.
- Excellent attention to detail and a high level of numerical accuracy.
- Strong knowledge of basic accounting principles and billing cycles.
- Proficiency in Microsoft Office Suite, particularly strong Excel skills (formulas, pivot tables).
- Exceptional communication and problem-solving skills to interact with customers and cross-functional teams professionally.
- Ability to manage multiple tasks, prioritize effectively, and meet strict deadlines in a fast-paced environment.
- Ability to work independently and collaboratively within a team.
Job title
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