Accounts Receivable Invoice Specialist II - HEARTLAND BUSINESS SYSTEMS LLC : Job Details

DescriptionPosition Summary:The Accounts Receivable (AR) Invoice Specialist II is responsible for completing more complex invoices and credit memos by compiling data, computing fees/charges/costs, and calculating rates. This individual will accurately post data, assist with monthly reporting, and keep other relevant records. This individual will also need to operate effectively and efficiently while working with all teams within Heartland. The AR Invoice Specialist II will serve as a key resource for team members by providing assistance with day-to-day inquiries and resolving any issues that may arise.Roles and Responsibilities/ Essential Functions: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 processes and gain efficiencies.Contact Solutions Consultants, Inside Sales Representatives, and customers to obtain or relay account information.Review sales orders 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 the 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.RequirementsCompetencies:Accountability: Willingness to accept responsibility.Accuracy: Work is correct and error-free within company policies and guidelines.Coaching and Development: Ability to provide guidance and feedback to help others strengthen specific knowledge/skill areas.Communication: Exceptional written, oral, interpersonal, and presentation skills.Detail Oriented: Attention to all aspects of a situation or task.Deductive Reasoning: Ability to apply principles of logical or scientific thinking to a wide range of problems.Ethical: Guided by the company's accepted principles of moral conduct.Reliability: Dependable and trustworthy.Team Builder: Ensures team members are invested in activities and decisions.Required Experience:4+ years in Accounting, Finance, or related field.Preferred Experience:5-7 years in Accounting, Finance, or related field.Experience in developing variable financial models.2-5 years of ConnectWise Billing Experience.Required Skills, Education and/or Certifications:Associate's Degree in Accounting or related field or equivalent experience.Proficient Microsoft Suite Skills.Preferred Skills, Education and/or Certifications:Bachelor's Degree in Finance or Accounting.Experience with Finance or Accounting ERP system reporting and setup.Equal Opportunity Employer - Including Disabled and Veterans#HBS#J-18808-Ljbffr