Billing Operations - Creative Financial Staffing

Billing Operations Role

Billing Operations

• CFS New York is working with a well-established professional services firm with a presence nationwide
• They are seeking a Billing Operations Specialist to join their growing team
• This role will be located on Long Island (Massapequa), is in office full time
• Some perks include offering free weekly lunch, company happy hours and other events throughout the year

Role Responsibilities

• Complete billing and invoicing for the operations department
• Communicate with clients regarding any discrepancies/resolve client questions
• Process monthly, recurring, and one-time invoices
• Manage 3rd party billing systems
• On-boarding new clients into accounting system
• Maintain up-to-date billing system for residential and commercial clients
• Carry out billing, collection, and reporting activities according to specific deadlines and allocate payments to customer accounts
• Monitor customer account details for non-payments, delayed payments and other irregularities
• Reconciliation of accounts for multiple locations
• Maintain accounts receivable customer files
• Follow established procedures for processing receipts, cash, checks and credit card payments
• Prepare daily bank deposits
• Process adjustments on invoices

Preferred Qualifications

• Experienced in working with a high billing volume
• 4-6 years of experience
• Associates/bachelor’s degree in accounting
• Strong excel skills (formulas, v lookups, pivot tables)