XenTegra · 1 day ago
Finance and Billing Admin
Huntersville, NC
Full-time
Hybrid
New Grad, Entry LevelXenTegra is an influential partner in technology solutions, redefining the role of value-added resellers. They are seeking a motivated and detail-oriented Finance and Billing Admin to support their finance operations, focusing on billing administration, data entry, and ensuring financial data integrity.
ConsultingInformation TechnologySmall and Medium BusinessesTechnical Support
Responsibilities
Perform Accounts Receivable (AR) collections, including follow-up on outstanding balances and customer communications
Process daily cash deposits and accurately record payments
Monitor and manage unbilled jobs, ensuring timely and accurate invoicing
Manage the Accounts Payable (AP) inbox, routing invoices and responding to vendor inquiries
Execute Monthly Recurring Revenue (MRR) billing for LLC entities
Receive and apply customer payments and deposits in Sage and Salesforce, including ACH transactions
Serve as the primary point of contact for the business office phone line, directing inquiries appropriately
Process customer refunds accurately and in accordance with company policies
Support sales order processing in Salesforce and vendor systems, ensuring data accuracy and completeness
Assist with customer onboarding and account setup, including W-9 collection, ACH setup, and e-billing registrations
Conduct Sage pending invoice audits, reviewing items remaining at 85% and escalating discrepancies as needed
Maintain and update the annuity worksheet, including current and future invoice dates
Ensure data integrity across financial systems and supporting documentation
Perform other accounting, billing, and administrative duties as assigned
Qualification
Required
Prior experience in an accounting clerk, billing clerk, accounts receivable/payable, or finance support role
Basic bookkeeping knowledge, including invoicing, cash application, and reconciliations
Experience working with accounting or ERP systems, and Salesforce or other CRMs
Experience processing customer payments, including ACH, checks, and electronic deposits
Exposure to accounts receivable collections and customer billing inquiries
Comfort handling vendor/customer communications
Strong data entry skills with a high level of accuracy and attention to detail
Ability to manage multiple tasks and deadlines in a fast-paced, transactional environment
Proficiency in Microsoft Excel, including basic formulas and spreadsheets
High level of organization, reliability, and follow-through
Willingness to learn new systems, processes, and financial procedures
Company
XenTegra
XenTegra specializes in integrated digital workspace consulting, managed services, hosting and education.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andy Whiteside
President and CEO
Recent News
The Business Journals
2023-12-22
2023-08-21
MarTech Series
2022-11-21
Company data provided by crunchbase