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Title
Text copied to clipboard!Billing Clerk
Description
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We are looking for a detail-oriented and reliable Billing Clerk to join our finance team. The ideal candidate will be responsible for preparing invoices for clients, processing payments, and managing account balances. You will play a crucial role in ensuring the accuracy of financial records and enhancing our company's revenue cycle. Your duties will include verifying billing accounts with accounts receivable ledger to ensure that all payments are accounted for and properly posted. You will also be tasked with generating financial statements and reports detailing accounts receivable status. To excel in this role, you should have a keen eye for detail, excellent organizational skills, and the ability to work under tight deadlines. Familiarity with financial software and a strong understanding of billing processes and regulations are essential. This position requires someone who can communicate effectively with both the finance team and external clients to resolve billing issues and maintain a positive relationship.
Responsibilities
Text copied to clipboard!- Generate and send out invoices and credit memos.
- Follow up on, collect, and allocate payments.
- Carry out billing, collection, and reporting activities according to specific deadlines.
- Perform account reconciliations.
- Monitor customer account details for non-payments, delayed payments, and other irregularities.
- Research and resolve payment discrepancies.
- Generate age analysis.
- Review AR aging to ensure compliance.
- Maintain accounts receivable customer files and records.
- Follow established procedures for processing receipts, cash, etc.
- Process credit card payments.
- Prepare bank deposits.
- Investigate and resolve customer queries.
- Process adjustments.
- Develop a recovery system and initiate collection efforts.
- Communicate with customers via phone, email, mail, or personally.
- Assist with month-end closing.
- Gather data and prepare monthly metrics.
Requirements
Text copied to clipboard!- Proven working experience as a Billing Clerk or similar role.
- Good understanding of accounting and financial reporting principles and practices.
- Excellent knowledge of MS Office, databases, and accounting software.
- High degree of accuracy and attention to detail.
- BS degree in Finance, Accounting, or Business Administration.
- Strong time management and organizational skills.
- Ability to communicate effectively, both orally and in writing.
- Knowledge of business and accounting terms such as profit, ROI, assets, liabilities, etc.
- Ability to calculate, post, and manage accounting figures and financial records.
- Data entry skills along with a knack for numbers.
- Hands-on experience with spreadsheets and proprietary software.
- Proficiency in English and in MS Office.
- Customer service orientation and negotiation skills.
- High degree of accuracy and attention to detail.
- Ability to handle sensitive, confidential information.
Potential interview questions
Text copied to clipboard!- Can you describe your previous experience with financial software and how you utilized it in your past roles?
- How do you manage to stay organized and ensure accuracy when dealing with a high volume of invoices?
- Can you give an example of a complex billing issue you resolved and how you approached it?
- How do you handle tight deadlines, especially during month-end closing?
- What strategies do you use to manage and follow up on outstanding payments?
- How do you ensure compliance with financial policies and regulations in your work?
- Can you explain your process for reconciling accounts receivable discrepancies?
- How do you prioritize your tasks when you have multiple urgent deadlines?
- What do you think is the most challenging aspect of the billing process, and how do you address it?
- How do you maintain confidentiality and security when handling financial information?