About the role

Client Reporting and Billing Specialist at TrueScripts managing client invoicing and reporting requests. Supporting account reconciliation and collaborating with the finance team in an office/hybrid environment.

Responsibilities

Assist in client invoicing including but not limited to client set-up, client account maintenance, client reporting requests and collections.
Other responsibilities will include account reconciliation, commissions, and rebate assistance.
Setup and maintain client accounts
Prepare weekly and monthly invoices, detailed reports, and correspondence
Update and maintain detailed work instructions on the invoicing process
Maintain accurate client contacts
Work with Client Success Team for all client onboarding activities
Perform quality audits of client data
Provide clients, TPAs, and brokers with requested reporting on a weekly or monthly basis
Provide adhoc reports or supporting backup reports, as requested
Payment application and reconciliation
Coordinates collections of past due accounts
Provide A/R reporting to brokers and management as needed
Collaborate with outside clients and internal finance team to maintain accurate accounts receivable
Monthly account reconciliation and analysis, including bank reconciliations for all cash accounts
Calculate quarterly rebates
Prepare backup, communication, and payments for client distribution
Maintain monthly cash flow analysis and share with executive team monthly
Update and determine monthly cash flow buckets
ACH for vendor and client payments
Perform other duties as assigned

A future team members' values need to align with TrueScripts' core values of Integrity, Respect, Innovation, and Service.
College associate's degree in Business or Accounting or related field or equivalent experience
Strong Microsoft Excel skills required
2 to 3 years relevant experience
Client Billing or bookkeeping experience preferred
Experience with Collections, Accounts Receivable, & Accounts Payable preferred
QuickBooks knowledge helpful
Exceptional problem solving, analytical thinking, and attention to detail
Ability to multi-task and prioritize in an ever-changing environment
Ability to work in an open team environment and be a team player with all levels of staff and management is required

A wide range of health insurance options including medical, dental and vision
A strong salary and bonus program
A robust 401k and company match
Truescripts is transitioning to an ESOP, a team member owned company! Each year team members are allocated shares of stock through our ESOP, a Qualified Retirement plan!
Employee Assistance Program
A wellness program including financial incentives, chiropractic and massage services, and fitness stipends
Dream Manager Program (yes, it’s a real thing!)
A cohesive, family-based culture
Charitable contributions and volunteer time
Lots of celebrations!