Billing Specialist Ii - Phoenix, United States - Opentech Alliance Inc
Description
Key Responsibilities:
- Create and issue complete and accurate invoices to customers in a timely manner.
- Utilize NetSuite and VersaPay for tracking and data entry of product data, orders, and customer information.
- Perform reconciliations of customer accounts and correct any discrepancies and misapplied payments.
- Issue refunds and credits to customers, and other adjustments as needed.
- Maintain customer database in NetSuite, VersaPay, and the CRM (Microsoft D365), ensuring accurate and uptodate information.
- Review terminations and changes of ownership to ensure accurate billing and timely collections of trade receivables.
- Assist with customerrelated tasks/projects as assigned by the supervisor.
- Adhere to high data entry accuracy standards and demonstrate excellent customer service skills.
Additional Responsibilities - The Billing Specialist and Accounts Receivable roles are closely connected and have some overlapping responsibilities. These tasks below are the primary responsibility of the Accounts Receivable Analyst role but will require collaboration between the two roles to accomplish goals.
- Assist customers with managing autopayments.
- Analyze overdue customer balances using the accounts receivable aging detail, summaries, NetSuite, and VersaPay.
- Diagnose and document cause for past due balances and any issues to form a plan for timely collection.
- Meet periodically with the receivables/collections team and Accounting Manager to discuss aged balances.
Qualifications:
- Some college or bachelor's degree in accounting preferred.
- 35 years of relevant experience in accounting or a related field.
- Ability to work with NetSuite, VersaPay, and learn new programs.
- Ability to understand the principles and procedures of bookkeeping and recordkeeping.
- Accuracy, attention to detail, and analytical skills in accounting.
- Knowledge of businesslevel English, both verbal and written.
- Ability to foster and maintain business and client relationships.
- Proficiency in computer skills and Microsoft Office, especially Excel functionality and formulas.
Personal Attributes:
- Strong attention to detail and accuracy.
- Excellent organizational and time management skills.
- Effective communication and interpersonal skills.
- Ability to work both independently and collaboratively within a team.
- Commitment to maintaining a high level of confidentiality and integrity.
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