Billing Specialist

Role Overview

• Manage the assigned invoicing board within ConnectWise, ensuring all billable items are identified, staged, and processed accurately and on schedule.
• Generate client invoices across a range of transaction types including project milestones, recurring service agreements, product and hardware orders, and field service engagements.
• Review and validate billing transactions prior to invoice issuance, confirming alignment with contracted scope, approved purchase orders (POs), and customer-specific billing requirements.
• Verify that billed amounts are consistent with incurred costs of goods sold (COGS) and conform to applicable revenue recognition rules before releasing invoices.
• Perform pre-invoice quality audits to confirm billing accuracy, documentation completeness, and compliance with contract terms and internal billing standards.
• Validate invoice line items, quantities, descriptions, and amounts against source records including sales orders, service tickets, project milestones, and agreement terms.
• Identify and escalate discrepancies between approved billing, incurred COGS, and contract entitlements prior to invoice distribution.
• Maintain thorough billing records in accordance with internal audit standards and record retention policies.
• Apply correct sales tax determinations to all invoices based on customer location, transaction type, and applicable tax exemptions; maintain current exemption certificate documentation.
• Post finalized invoices to the general ledger via the ERP system (currently Microsoft Dynamics GP; transitioning to Microsoft Dynamics 365 Business Central) with accurate GL account distribution and period assignment.
• Ensure posting period accuracy during month-end close; coordinate with Finance on cut-off treatment for transactions straddling period boundaries.
• Distribute finalized invoices through customer-preferred delivery channels including email, client portals, EDI, or hard copy as required.
• Accommodate special invoice formatting, reference data requirements, and submission protocols specific to individual customers or contract terms.
• Respond to client billing inquiries in a professional and timely manner; resolve discrepancies directly or route to the appropriate internal stakeholder.
• Act as a point of contact between billing, sales, project management, and collections teams to maintain a smooth invoicing workflow.

Requirements

• 3–6 years of experience in billing, accounts receivable, invoicing, or financial operations.
• Ability to read and interpret contracts, purchase orders, statements of work, and other financial documents.
• Proficiency in Microsoft Office Suite, with strong Excel skills including data validation, lookup functions, and basic reconciliation techniques.
• Excellent written and verbal English communication skills; able to correspond professionally with clients and internal stakeholders.
• Strong organizational skills and ability to manage competing priorities independently in a fast-paced environment.

Tech Stack

• ERP

Benefits

• Competitive benefits
• Continuous training