What are the responsibilities and job description for the Billing Specialist position at PD Instore?
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MISSION
PD Instore is a future-forward creator of brand solutions that enlightens, inspires, and transforms the consumer’s experience.
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ABOUT PD
Founded in 1938, PD is a world-renowned design-to-build partner that crafts custom, future-forward brand solutions for some of the largest brands in retail. |
Summary
The Billing Specialist is responsible for preparing and issuing accurate customer invoices, maintaining billing records, processing payments, and ensuring timely resolution of billing discrepancies. This role works closely with Sales, Project Management, Customer Service, and Finance to support accurate revenue recognition and customer satisfaction.
Essential Duties/Responsibilities
- Generate and distribute customer invoices accurately and on time.
- Review customer orders, contracts, and supporting documentation to ensure billing accuracy.
- Process customer payments and apply cash receipts.
- Monitor outstanding balances and assist with collection efforts.
- Respond to customer billing inquiries and resolve discrepancies.
- Maintain customer account information and billing records.
- Process credit memos, debit memos, and customer refunds as needed.
- Reconcile billing transactions and assist with month-end reporting.
- Generate billing reports and assist with accounts receivable analysis.
- Collaborate with internal departments to resolve invoicing issues and ensure customer requirements are met.
- Performs other duties as assigned
- Fosters a culture that values family, innovation, collaboration and empowerment
- Follows all safety and workplace policies
Competencies and Skills
- Accuracy and attention to detail
- Time management and organization
- Customer service orientation
- Financial analysis
- Problem solving
- Collaboration and communication
- Confidentiality and professionalism
- Strong Excel and Microsoft Office skills.
- Excellent attention to detail and problem-solving abilities.
- Strong customer service and communication skills.
- Ability to demonstrate and apply our workplace values
- Flexibility to travel between multiple PD locations
- Demonstrated commitment to valuing diversity and contributing to an inclusive working environment
Education/Certification
- Associate degree in Accounting, Finance, Business, or related field preferred.
Experience
- 2 years of billing, invoicing, accounts receivable, or accounting experience.
- Experience with ERP systems, preferably Dynamics 365.
Preferred
- Experience implementing or optimizing Microsoft Dynamics 365 or other enterprise ERP platforms.
- Experience supporting manufacturing, retail display, distribution, or custom production environments.
- Project Management Professional (PMP), CAPM, Agile, Lean, or equivalent certification.
- Experience with business intelligence, reporting, and process automation tools.
Physical Requirements and Working Conditions
- Walking, sitting, bending, twisting, reaching, pushing, pulling and lifting may be required throughout the workday.
Benefits and perks we offer to full-time, regular employees
- Health, Dental and Vision Insurance
- 4% 401k Match with 5% Employee Contribution
- Paid Time Off
- Parental Leave
- 8 Paid Holidays
- Flex Time
- STD, LTD and Group Life Insurance
- FSA and HSA Options
- Voluntary
- Life Insurance
- Critical Illness Insurance
- Accident Insurance
- Legal and Identity Theft Plans
- Employee Assistance Program
- Employee Referral Program
- Tuition Reimbursement
- Career Advancement
- Professional Development Opportunities
- Employee Recognition
- English as a Second Language Education
- Online Training Opportunities
Salary : $26 - $30