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Billing Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Valencia

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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
  • Advanced Excel skills (skills assessment required)
  • Proficiency in QuickBooks or equivalent accounting systems
  • Detail-oriented mindset, with the ability to multitask in a fast-paced environment
  • Proven organizational and problem-solving capabilities
  • Excellent written and verbal communication skills
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 26, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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