Prompt Therapy Solutions Inc · 1 day ago

Invoice Analyst

United States

Full-time

Remote

Entry Level

$55K/yr - $65K/yr

2+ years exp

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Responsibilities

Prepare and issue accurate invoices to customers in a timely manner.

Verify invoice details and ensure compliance with company policies and customer agreements.

Monitor and follow up on outstanding invoices to ensure prompt payment.

Manage accounts receivable processes, including recording and reconciling incoming payments.

Monitor accounts to identify overdue balances and initiate collection efforts.

Maintain accurate and up-to-date records of all accounts receivable transactions.

Support the onboarding process for new customers by validating proper information collected on customer agreements.

Set up new customer accounts in the accounting software, ensuring accuracy and completeness.

Communicate with customers to address any questions or concerns during the setup process.

Provide exceptional customer support by addressing inquiries related to invoices, payments, and account balances.

Collaborate with other departments to resolve customer issues and ensure satisfaction.

Maintain a positive and professional relationship with customers at all times.

Provide administrative support to the Customer Finance Lead in various tasks and ad-hoc projects.

Assist in the escalation of enterprise clients.

Qualification

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Invoicing experienceAccounts Receivable experienceQuickBooksMicrosoft ExcelGoogle SuiteStakeholder collaboration

Required

Bachelor's degree in Business, Economics, or a related field, or equivalent experience

2+ year of experience in an invoicing/ accounts receivable role

Working understanding of QuickBooks

Proficiency in Microsoft Excel and Google Suite

Strong analytical, attention to detail, written communication and organizational skills

Developed oral communication and interpersonal skills, with the ability to build rapport and collaborate effectively with stakeholders at all levels including Senior Management

Ability to thrive in a fast-paced, results-oriented environment and adapt to changing priorities and deadlines