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Heartland Business Systems · 2 hours ago

Accounts Receivable Invoice Specialist II

Little Chute, WI

Full-time

Onsite

Mid, Senior Level

4+ years exp

Heartland Business Systems is seeking an Accounts Receivable Invoice Specialist II responsible for managing complex invoices and credit memos. This role involves data compilation, monthly reporting, and collaboration with various teams to ensure accuracy and efficiency in invoicing processes.

ConsultingInformation ServicesInformation TechnologyLegalSoftware

Hiring Manager

Sarah Campillo CASR, CSMR, CDR, PRC, SourceCon Academy Cert

Responsibilities

Accurately create basic to complex Accounts Receivable invoices /credit memos

Complete invoicing for more complex or detailed accounts or service offerings

Responsible for project invoicing and analysis

Maintain specialized system knowledge to effectively invoice unique offerings, M&A, and new service offerings

Provide timely, insightful, actionable, and accurate analysis and recommendations to improve process and gain efficiencies

Contact Solutions Consultants, Inside Sales Representatives, and customers to obtain or relay account information

Review sales order for customer financial accuracy before orders can be placed

Keep records of invoices and support documents

Verify accuracy of billing data and report errors

Review documents such as purchase orders, sales orders, expense reports and/or statements of work to compute fees and charges due

Generate weekly, monthly or on request reports for sales and clients

Assist Treasury Team with compiling accurate ACH information

Work closely with collections team by contacting customers and providing proper information to obtain customer payment

Gather information/documentation for audits

Complete tasks within the specified timeframe accurately and professionally while working independently and/or as a team

Perform other duties, as assigned

Qualification

Accounts Receivable invoicingFinancial analysisConnectWise BillingAccounting ERP systemsMicrosoft SuiteTeam BuildingDeductive ReasoningCoachingDevelopmentEthicalCommunicationDetail OrientedReliability