Billing Specialist

Position Overview:

The Accounts Payable Accounts Receivable Specialist will assist in client invoicing including but not limited to client set-up, client account maintenance, client reporting requests and collections. Other responsibilities will include account reconciliation, commissions, and rebate assistance.

This role is full time and offers a hybrid schedule, requiring two days in office and three days to be worked from home. Our office is located in Washington, Indiana, about an hour north of Evansville, Indiana. Schedule flexibility may be available depending on distance from the office and time zone.

Role and Responsibilities:

Client Invoicing

• Setup and maintain client accounts
• Prepare weekly and monthly invoices, detailed reports, and correspondence
• Update and maintain detailed work instructions on the invoicing process
• Maintain accurate client contacts
• Work with Client Success Team for all client onboarding activities
• Perform quality audits of client data

Client Reporting

• Provide clients, TPAs, and brokers with requested reporting on a weekly or monthly basis
• Provide adhoc reports or supporting backup reports, as requested

Client Collections

• Payment application and reconciliation
• Coordinates collections of past due accounts
• Provide A/R reporting to brokers and management as needed
• Collaborate with outside clients and internal finance team to maintain accurate accounts receivable

Account Reconciliation

• Monthly account reconciliation and analysis, including bank reconciliations for all cash accounts

Quarterly Client Rebates

• Calculate quarterly rebates
• Prepare backup, communication, and payments for client distribution

Cash Management

• Maintain monthly cash flow analysis and share with executive team monthly
• Update and determine monthly cash flow buckets
• ACH for vendor and client payments

Requirements:

• Associate's degree in Business or Accounting preferred. Relevant experience in client billing or bookkeeping also considered.
• Strong Microsoft Excel skills required, 2 to 3 years relevant experience
• Experience with Collections, Accounts Receivable, & Accounts Payable preferred
• QuickBooks knowledge is preferred.
• Exceptional problem solving, analytical thinking, and attention to detail
• Ability to multi-task and prioritize in an ever-changing environment
• Ability to work in an open team environment and be a team player with all levels of staff and management is required