US Billing Associate

About Company:

Our client has been established in 2013, is one of the fastest growing and most dynamic companies in the financial reporting industry. They specialize in both transactional and regulatory SEC reporting, delivering exceptional services in their conversions, Inline XBRL tagging, typesetting, proxy design, news distribution, and shareholder communications.

Their mission is to ensure that their needs are met with precision, efficiency, and the highest standards.

An Ideal Candidate:

An ideal candidate should be Graduate in Commerce is mandatory. CA/CMA/CS Intermediate will be considered an added advantage. Should have prior experience in billing, accounts receivable, or a similar role in a financial setting, preferably in the US billing environment, is a plus. Should be proficient in Excel for financial data analysis and reporting. Must have experience with QuickBooks is highly preferred.

Key Competencies:

• Invoice Preparation: Create and issue invoices for clients based on the services they have utilized, ensuring all charges are accurate.
• Client Account Management: Maintain and update client records, tracking services provided and corresponding charges to client accounts.
• Discrepancy Resolution: Investigate and resolve any billing issues or discrepancies prior to submitting invoices for review.
• Financial Reporting: Prepare periodic financial reports in relation to accounts receivable.
• Customer Support: Partner with US-based team to address and resolve client billing inquiries, late payments, or other payment-related concerns by liaising with customers and relevant parties.
• Process Optimization: Identify and recommend opportunities to streamline the invoice generation workflow including through the use of software or automation.
• Financial Analysis: Conduct in-depth analysis of financial data to improve cash flow management and reduce outstanding balances.
• Error Prevention: Implement measures to reduce billing errors, discrepancies, and the risk of fraudulent activities.