Billing Specialist

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Unlock Health

πŸ“Remote - Worldwide

Summary

Join Unlock Health's finance team as a Billing Specialist and own the entire client billing process, from contract signing to reconciliation. You will generate accurate invoices, set up clients in billing systems, collaborate with client services, and ensure billing aligns with project milestones. Additional responsibilities include month-end closing functions and client financial reporting. The ideal candidate possesses a Bachelor's degree in a related field, 1-2 years of billing experience (preferably in digital marketing or media), and proficiency in NetSuite and Workfront. Strong Excel skills, problem-solving abilities, and excellent communication are essential. Unlock Health offers a competitive salary and comprehensive benefits package.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 1-2 years of billing experience, preferably in a digital marketing or media environment
  • Strong Excel skills; comfortable with pivot tables and basic formulas
  • Excellent problem-solving skills with a proactive approach to resolving issues
  • Strong communication skills and ability to collaborate effectively with cross-functional teams
  • Detail-oriented with excellent organizational and time-management skills

Responsibilities

  • Generate accurate and timely invoices on a monthly basis across various professional services and media billing models (i.e. Fixed fee, Retainer, Time & Materials, Media Commissions)
  • Set up new clients for billing in Workfront and NetSuite, ensuring accurate account configurations
  • Collaborate with client services teams to review invoices prior to client distribution, ensuring accuracy and alignment with client agreements
  • Compare current month invoices to prior months to identify discrepancies or significant changes and address issues proactively
  • Ensure billing aligns with project milestones and deliverables tracked in Workfront
  • Review contracts and Statements of Work (SOWs) to ensure alignment with deliverables, milestones, and payment terms; create and issue accurate invoices based on contract specifications and project progress
  • Prepare and distribute monthly billing reports to client teams
  • Reconcile projects at the end of the contract and ensure all billing and revenue items are closed out accurately
  • Assist with month-end revenue recognition entries
  • Support client inquiries related to invoicing, resolving issues promptly and professionally

Preferred Qualifications

Proficiency in NetSuite and Workfront

Benefits

  • Competitive Salary
  • Health, Dental and Vision benefit packages to fit all types of lifestyles
  • Life, Short- and Long-Term Disability Insurance paid 100% by the company
  • FSA / HSA Options
  • 401(K) with a generous company match program
  • Flexible Paid Time Off (aka- unlimited)
  • Paid Parental Leave
  • Hybrid and Remote work schedules available
  • Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
  • Employee Referral Program

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