Description

A company in Santa Clarita is looking for a Billing Specialist, your primary responsibilities will revolve around issuing invoices and credit memos, generating monthly statements, and maintaining accurate customer records. This role involves active participation in special projects and ongoing process development initiatives.

Key Responsibilities

Billing Operations:

Audit and reconcile data to ensure invoice accuracy.

Generate invoices in QuickBooks using reconciled data from Excel-based billing worksheets.

Assist with client invoice reviews and conduct periodic audits as needed.

Validate that billing templates align with client-specific requirements, ensuring consistent invoicing practices.

Customer Account Management:

Maintain up-to-date contact records in the customer master file.

Create and issue customer deposit invoices as needed and identify deposit trends.

Client Relations:

Work with Client Services teams to review disputes and resolve billing inquiries.

Respond promptly to customer questions and follow up with appropriate communication regarding billing and payments.

Collaboration:

Share insights with management by reviewing and discussing invoices.

Contribute ideas towards improving and streamlining workflows across the department.

Special Assignments: Support additional tasks and projects as determined by management.

Requirements

Requirements:

High school diploma required; AA/BA/BS in Accounting or Finance preferred.

Minimum of 4+ years’ experience in billing or accounting roles.

Expertise in handling and analyzing large data sets.

Advanced Excel skills (skills assessment required).

Proficiency in QuickBooks or equivalent accounting systems.

Detail-oriented mindset, with the ability to multitask in a fast-paced environment.

Proven organizational and problem-solving capabilities.

Excellent written and verbal communication skills.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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