Billing Specialist

Responsibilities

• Assist with the monthly billing process to ensure invoices are accurate and completed on schedule
• Generate and distribute monthly invoices to customers
• Post revenue accurately within the company's accounting and billing systems
• Post payments received to the appropriate customer accounts
• Reconcile customer accounts and research payment discrepancies, deficits, and unapplied balances
• Monitor outstanding invoices and follow up professionally with customers regarding unpaid balances
• Update, review, and verify customer billing rates within the company's proprietary billing system
• Respond to customer billing inquiries and assist with resolving account discrepancies
• Maintain accurate and organized billing records and supporting documentation
• Assist with special projects and perform other duties as assigned by the manager

Requirements

• 1-2 years of experience in billing, accounts receivable, bookkeeping, or related accounting function
• Advanced proficiency in Microsoft Excel (PivotTables, XLOOKUP/VLOOKUP, INDEX/MATCH, SUMIFS)
• Proficiency in QuickBooks Online
• Strong attention to detail and numerical accuracy
• Strong organizational and time-management skills
• Ability to work independently with minimal supervision
• Professional written and verbal communication skills

Preferred Qualifications

• Associate degree in Accounting, Finance, Business Administration, or a related field
• Experience with SAP Ariba
• Previous experience working with proprietary billing or accounting systems

About the Company

Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology company dedicated to transforming the wealth management industry through innovative technology and exceptional client service.