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A company in Santa Clarita is looking for a Billing Specialist, your primary responsibilities will revolve around issuing invoices and credit memos, generating monthly statements, and maintaining accurate customer records. This role involves active participation in special projects and ongoing process development initiatives.
Job Responsibility:
Audit and reconcile data to ensure invoice accuracy
Generate invoices in QuickBooks using reconciled data from Excel-based billing worksheets
Assist with client invoice reviews and conduct periodic audits as needed
Validate that billing templates align with client-specific requirements, ensuring consistent invoicing practices
Maintain up-to-date contact records in the customer master file
Create and issue customer deposit invoices as needed and identify deposit trends
Work with Client Services teams to review disputes and resolve billing inquiries
Respond promptly to customer questions and follow up with appropriate communication regarding billing and payments
Share insights with management by reviewing and discussing invoices
Contribute ideas towards improving and streamlining workflows across the department
Support additional tasks and projects as determined by management
Requirements:
High school diploma required
AA/BA/BS in Accounting or Finance preferred
Minimum of 4+ years’ experience in billing or accounting roles
Expertise in handling and analyzing large data sets
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