General Summary

The Billing & Accounts Receivable Specialist is responsible for ensuring the timely and accurate billing of warehouse customers, processing customer payments, maintaining accounts receivable records, and supporting the Company's cash flow through effective management of customer accounts. This position serves as a key liaison between Accounting, Customer Service, and Operations to ensure billing accuracy, prompt collections, and exceptional customer service.

Essential Duties and Responsibilities

Complete weekly warehouse billing utilizing the Warehouse Management System.
Verify billing accuracy by reviewing warehouse transactions, customer agreements, and applicable rates.
Investigate and promptly resolve billing discrepancies with Operations and Customer Service before invoices are finalized.
Ensure invoices are completed accurately and delivered within established billing deadlines.
Prepare weekly customer bill-back invoices for pass-through expenses.
Process customer claims, invoice adjustments, and credit memos with appropriate supporting documentation.
Record daily bank deposits and cash receipts and accurately apply customer payments to open invoices.
Maintain customer account balances and reconcile payment discrepancies.
Monitor and maintain the Accounts Receivable Aging and assist with collection efforts as needed.
Prepare and distribute weekly customer statements.
Prepare weekly billing and monthly Deferred Revenue reports.
Produce customer activity reports and departmental KPI metrics.
Set up and maintain new customer accounts, billing terms, pricing, and master data in company systems.
Recommend process improvements to enhance billing accuracy, efficiency, and customer service.
Participate in testing and implementation of billing or warehouse system enhancements.
Maintain compliance with Company accounting policies and internal controls.
Perform other accounting, administrative, and office duties as assigned.

EDUCATION and/or EXPERIENCE

High school diploma or GED required.
Minimum of 3–5 years of progressively responsible experience in billing, accounts receivable, cash application, or customer account management.
Experience in warehousing, logistics, transportation, or distribution preferred.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES

Intermediate Microsoft Excel skills, including formulas, sorting/filtering, and pivot tables.
Working knowledge of Korber (Accellos) Warehouse Management System or similar warehouse management software.
Strong attention to detail and accuracy.
Excellent organizational and time management skills.
Strong analytical and problem-solving abilities.
Ability to prioritize multiple deadlines in a fast-paced environment.
Excellent written and verbal communication skills.
Ability to work independently and collaboratively with cross-functional teams.
Strong customer service orientation and professionalism.
Ability to maintain confidentiality of financial information.

PHYSICAL REQUIREMENTS

Prolonged periods of sitting at a desk and working on a computer.
Ability to work in a constant state of alertness and safe manner.
Occasionally lift up to 20 pounds.

Monday - Thursday 7am to 6pm

Learn more about this Employer on their Career Site

Billing & AR Specialist