Billing - AR Specialist

The Billing Specialist is responsible for managing the end-to-end invoicing process, ensuring accuracy, compliance, and timely billing across various transaction types including projects, recurring services, and product orders. This role plays a critical part in supporting revenue recognition, maintaining financial accuracy, and delivering a professional billing experience to clients. The ideal candidate is detail-oriented, comfortable with ERP/CRM systems, and capable of interpreting contracts in a fast-paced environment.

Responsibilities

• Manage invoicing processes, ensuring all billable items are accurately identified, validated, and processed on time.
• Generate invoices for projects, recurring agreements, product orders, and service engagements.
• Perform pre-invoice audits to ensure billing accuracy, contract alignment, and compliance with internal standards.
• Validate billing data against source documents such as purchase orders, service tickets, and agreements.
• Apply correct sales tax and post invoices to the general ledger with accurate financial coding.
• Handle client billing inquiries, resolve discrepancies, and coordinate with internal teams (sales, projects, collections).
• Support revenue recognition processes including deferred revenue and milestone-based billing (preferred).

Requirements

• 3-5 years of experience in billing, invoicing, accounts receivable, or financial operations.
• Ability to interpret contracts, purchase orders, and financial documents accurately.
• Experience with ConnectWise is a must
• Strong proficiency in Microsoft Excel and Office tools.
• Experience with ERP/CRM systems (e.g., Microsoft Dynamics GP/365 preferred).
• Strong attention to detail, analytical thinking, and time management skills.
• Excellent written and verbal communication skills for client interaction.
• Ability to work in a fast-paced, deadline-driven environment with multiple priorities.