Prompt Therapy Solutions Inc is hiring a
Invoice Analyst

Summary

Join Prompt as an Invoice Analyst and support the finance department by managing various financial and administrative tasks, contributing to the overall success and efficiency of the company. Work closely with the Customer Finance Lead to ensure smooth operation of client-facing financial processes.

Requirements

• Bachelor's degree in Business, Economics, or a related field, or equivalent experience
• 2+ year of experience in an invoicing/ accounts receivable role
• Working understanding of QuickBooks
• Proficiency in Microsoft Excel and Google Suite
• Strong analytical, attention to detail, written communication and organizational skills
• Developed oral communication and interpersonal skills, with the ability to build rapport and collaborate effectively with stakeholders at all levels including Senior Management
• Ability to thrive in a fast-paced, results-oriented environment and adapt to changing priorities and deadlines

Responsibilities

• Prepare and issue accurate invoices to customers in a timely manner
• Verify invoice details and ensure compliance with company policies and customer agreements
• Monitor and follow up on outstanding invoices to ensure prompt payment
• Manage accounts receivable processes, including recording and reconciling incoming payments
• Monitor accounts to identify overdue balances and initiate collection efforts
• Maintain accurate and up-to-date records of all accounts receivable transactions
• Support the onboarding process for new customers by validating proper information collected on customer agreements
• Set up new customer accounts in the accounting software, ensuring accuracy and completeness
• Provide exceptional customer support by addressing inquiries related to invoices, payments, and account balances
• Collaborate with other departments to resolve customer issues and ensure satisfaction
• Maintain a positive and professional relationship with customers at all times
• Provide administrative support to the Customer Finance Lead in various tasks and ad-hoc projects