Billing Associate I

Compiles data and prepares invoices, bills of lading and credit memos for billing. Compiles amounts due from records such as purchase orders, sales tickets and charge slips.

GENERAL DUTIES & RESPONSIBILITIES:

  • Processes all billing transactions.
  • Receives and prepares billing files from a variety of sources to invoice from or upload into billing systems.
  • Prints and reads computer files or gathers records and reports to compile needed data.
  • Enters/uploads information into billing system or computes amounts due.
  • Prepares invoices, listing products and/or services sold and amounts due.
  • Prepares/processes credit memorandums to indicate returned or incorrectly billed merchandise or services.
  • Prepares/processes credit forms for clients or finance companies.
  • Posts transactions to accounting records such as worksheet, ledger or computer files.
  • Analyzes posted data to determine if billed dollars are comparable in month over month comparison process.
  • Develops/maintains process documentation for each assigned task.
  • Assists in special projects.
  • Reports process flow issues to Billing Supervisor.
  • Interfaces with internal customer service on customer inquiries.
  • Performs other related duties as assigned.

EDUCATIONAL REQUIREMENTS:

  • A high school diploma or GED is required for this role.

GENERAL KNOWLEDGE, SKILLS & ABILITIES:

  • Knowledge of billing principles, practices and processes.
  • Knowledge of business and accounting principles and practices.
  • Proficient in the use of basic office equipment and tools as well as applications specific to financials and billing systems/processes.
  • Skill in data entry.
  • Works well in an environment with firm deadlines; results oriented.
  • Ability to multi-task and adjust schedules to meet deadlines.
  • Ability to work in an organized manner.
  • Ability to maintain confidentiality.
  • Ability to communicate effectively verbally and in writing.
  • Team skills, including the ability to establish and maintain effective working relationships.

POSITION REQUIREMENT:

  • If working with federal government contract clients, an employee is required to receive federal government clearance for handling sensitive information. Employee is also required to receive annual security awareness training.

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