Account Receivable/Billing Assistant

Job Title

Accounts Receivable/Billing Assistant

Department

Finance

Reports To

Accounts Receivable and Billing Specialist

FLSA Status

Exempt

Position Summary

The Accounts Receivable/Billing Assistant is responsible for assisting in the company’s billing processes, supporting cash applications and the timely collection of outstanding customer payments. This role ensures payments are applied appropriately, and customer accounts remain in good standing.

The position works closely with internal teams and external customers to resolve billing questions, monitor receivables, and maintain accurate financial records.

Essential Duties and Responsibilities

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Process incoming customer calls for payments and invoice copies
• Monitor accounts receivable aging reports and track outstanding customer balances
• Assist in applying incoming payments and reconcile customer accounts to ensure accurate records
• Follow up with customers regarding outstanding invoices and payment status
• Investigate and resolve billing discrepancies, payment issues, and customer inquiries
• Assist with month end close activities related to billing and accounts receivable
• Prepare basic reports related to receivables, collections activity, and account status
• Performs other related duties as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong attention to detail and accuracy.
• Ability to manage multiple invoices, accounts, and deadlines simultaneously.
• Effective communication and customer service skills.
• Proficiency in Microsoft Excel and accounting systems.
• Ability to analyze account discrepancies and resolve issues efficiently.

Education/Experience: High school diploma. Experience in accounts receivable and billing support.

Computer Skills: Must be proficient in MS Office, with emphasis in Excel.

Supervisory Responsibilities: None

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.