Position Summary
The hours for this position are Monday through Friday 8am-5pm.
The Billing Associate plays a crucial role in our finance department, responsible for validating vendor invoices, reconciling purchase orders, generating customer invoices, and coordinating with internal departments to resolve discrepancies. The associate ensures compliance with company policies and supports financial integrity by maintaining detailed records and facilitating smooth billing operations. The Billing Associate ensures accuracy in financial transactions, maintains organized records, and communicates effectively with vendors regarding billing inquiries and discrepancies. The Billing Associate works closely with the Accounts Payable team and Customer Service, contributing to efficient financial operations and supporting the overall goals of the department.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties and Responsibilities
Accurately enter financial transactions into the accounting software to maintain precise records of billing details and accounts payable.
Review and verify invoices for appropriate documentation and approval prior to payment. Match invoices with purchase orders and ensure proper coding.
Process invoices for drop‑shipped sales, freight, and deferred sales.
Communicate with vendors regarding billing inquiries, discrepancies, and payment status.
Collaborate with other finance team members to support projects and initiatives.
Process billing adjustments and customer returns.
Assist with monthly accounts payable reconciliation tasks, including reconciling processed work by verifying entries and comparing system reports to balances.
Review open orders for goods shipped within the month.
Prepare and analyze accounts payable reports, including aging reports and month‑end closing summaries.
Carry out additional responsibilities as required to support team objectives and company goals.
Competencies
Adaptability : Adapts to change in the work environment. Manages competing demands, accepts criticism and feedback, and changes approach or method to best fit the situation.
Communications : Exhibits good listening and comprehension. Expresses ideas and thoughts in written and verbal form, keeps others adequately informed, and selects and uses appropriate communication methods.
Cooperation : Establishes and maintains effective relationships. Exhibits tact and consideration, displays positive outlook and a pleasant manner, helps and supports co‑workers, and works actively to resolve conflict.
Customer Service : Displays courtesy and sensitivity. Manages difficult or emotional customer situations, meets commitments, responds promptly to customer needs, and solicits customer feedback to improve service.
Dependability : Commits to doing the best job possible, follows instruction, keeps commitments, meets attendance and punctuality guidelines, responds to requests for service and assistance, and takes responsibility for own actions.
Problem Solving : Identifies problems in a timely manner, gathers and analyzes information skilfully, develops alternative solutions, resolves problems in early stages, and works well in group problem‑solving situations.
Qualifications
Education/Experience : One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.
Language Ability : Read and interpret documents such as safety manuals, operating and maintenance instructions, and procedure manuals. Write routine reports and correspondence. Speak effectively before groups of customers or employees.
Mathematical Ability : Add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals. Compute rates, ratios and percent and draw and interpret bar graphs.
Reasoning Ability : Apply common‑sense understanding to carry out instructions furnished in written, oral, or diagram form. Address problems involving several concrete variables in standardized situations.
Software Skills : Beginning knowledge of Microsoft Office.
Certificates and Licenses : None.
Work Environment
The work environment characteristics described here are representative of those employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office environment. The role routinely uses standard office equipment such as an assigned workstation, computer, and phone. May work remote 1 day a week as needed and approved by manager.
Physical Demands
Requires ordinary conversation, hearing, and visual acuity.
Bend, squat, kneel, twist and reach repetitively.
Sit, stand, walk for prolonged periods (2–6 hours per day), and move about the office and customer facilities as necessary.
Perform this job regularly requires use of hands to finger, handle, or feel objects, tools or controls.
Employee must occasionally lift and/or move up to 10 pounds.
The above job description is not intended to be an all‑inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their manager.
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