Heartland Business Systems, Inc. · 4 months ago
Accounts Receivable Invoice Specialist II
Little Chute, WI Office
Full-time
Onsite
Mid Level
4+ years expHeartland Business Systems, Inc. is seeking an Accounts Receivable Invoice Specialist II responsible for handling complex invoices and credit memos. The role involves accurate data posting, monthly reporting, and supporting team members with inquiries and issues.
Information Technology & Services
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
Required
4+ years in Accounting, Finance, or related field
Associates Degree in Accounting or related field or equivalent experience
Proficient Microsoft Suite Skills
Preferred
5-7 years in Accounting, Finance, or related field
Experience in developing variable financial models
2-5 years of ConnectWise Billing Experience
Bachelor's Degree in Finance or Accounting
Experience with Finance or Accounting ERP system reporting and set up
Company
Heartland Business Systems, Inc.
Heartland is a boutique software and IT consulting company specializing in the rapid design and implementation of business solutions for small to mid-market businesses.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase