Invoicing Specialist
Responsibilities
- Ensure accurate project data entry across multiple platforms including the Sales CRM tool, production management software, and excel sheets
- Track and record all CRM invoicing data in full detail
- Manage accounts receivable process
- Reviews client billings and ensures proper billing amounts; reconciles, responds to client questions and reconciles discrepancies; prepares invoice corrections.
- Send weekly invoices to various clients via Quickbooks Online
- Insert customer and account data by inputting text based and numerical information from source documents within time limits
- Review data for deficiencies or errors, correct any incompatibilities if possible and check outputs
- Verifies entered customer and account data by reviewing, correcting, deleting, or re-entering data.
- Maintains operations by following policies and procedures and reporting needed changes
- Maintains customer confidence and protects operations by keeping information confidential
- Respond to queries for information and access relevant files
- Comply with data integrity and security policies
- Ensure proper use of office equipment and address any malfunctions
Desired skills and experience
- 1-2 years work experience in a similar role
- Bachelors degree in Finance or Accounting is an asset
- Proficiency in Quickbooks Online, MS Office, Excel, Google Sheets required
- Experience with Pipedrive is an asset
- Attention to detail and demonstrated ability to follow standard procedures
- Open to feedback and adaptable