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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing billing activities, including invoice preparation and agreement analysis, while utilizing advanced Excel skills for data analysis and financial reporting. Proficient in optimizing accounts receivable processes and ensuring compliance with tax regulations.
Highest-signal resume keywords
Advanced Excel SkillsAccounting ExperienceNetSuite ProficiencySalesforce ProficiencyFinancial Modeling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Billing ManagementInvoice PreparationAgreement AnalysisRevenue ManagementAccrualsFinancial ReportingProcess ImprovementData AnalysisTax RegulationsForecasting
Soft Skills
Organizational SkillsSelf-MotivationCommunication Skills
Tools & Technologies
Microsoft OfficeNetSuiteSalesforce
Industry Keywords
Accounts ReceivableBilling ScheduleFinancial AccuracyPolicy DocumentationCompliance
About the role
Key responsibilities & impact- Manage monthly billing and partner billing activities, including invoice preparation, billing schedule review, and agreement analysis
- Review client and partner agreements, addendums, invoices, and billing schedules for completeness and accuracy
- Support revenue management, accruals, and related monthly close activities
- Use Excel to perform complex calculations and analyze billing data
- Communicate with clients and partners regarding invoicing questions or billing-related needs
- Create, review, and audit special handling invoices to ensure financial accuracy
- Identify opportunities to reduce manual effort through process improvement and automation projects
- Assist with accounts receivable process optimization efforts
- Document accounting policies, procedures, and supporting benchmarks
- Assist with policy and procedure documentation
- Prepare billing and case metric analysis reporting
- Perform miscellaneous tasks, analysis, and special projects as assigned
Requirements
What you’ll need- Bachelor of Arts or Sciences in Accounting or Business with an Accounting emphasis
- 3+ years of applicable accounting experience
- Advanced skills in Excel required
- Must be able to interact with C-Level employees
- Must be organized and self-motivated to follow instructions with minimal direction
- Knowledge of Microsoft Office, including Word, Outlook, and PowerPoint
- Proficient in NetSuite software (bonus point)
- Proficient in Salesforce software (bonus point)
- Experience with financial modeling and forecasting (bonus point)
- Knowledge of tax regulations and compliance (bonus point)
Benefits
Comp & perks- Competitive total rewards (base salary + bonus, if applicable)
- Customizable benefits package (3 medical plans with Health Saving Account company match)
- Generous paid time off for non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays
- Flexible time off for exempt team members + 13 paid holidays
- Paid parental leave (including maternity + paternity leave)
- Education assistance opportunities
- Free LinkedIn Learning access
- Free mental health and family planning programs, including adoption assistance and fertility support
- 401(K) program with company match
- Pet insurance
- Employee resource groups
