Job Description

The Accounts Receivable (AR) Invoice Specialist II is responsible for completing more complex invoices and credit memos by compiling data, computing fees/charges/costs, and calculating rates. This individual will accurately post data, assist with monthly reporting, and keeping other relevant records. This individual will also need to operate effectively and efficiently, while working with all teams within Heartland. The AR Invoice Specialist II will serve as a key resource for team members by providing assistance with day-to-day inquiries and resolving any issues that may arise.

Roles and Responsibilities/ Essential Functions:

• Accurately create basic to complex Accounts Receivable invoices /credit memos.
• Complete invoicing for more complex or detailed accounts or service offerings.
• Responsible for project invoicing and analysis.
• Maintain specialized system knowledge to effectively invoice unique offerings, M&A, and new service offerings.
• Provide timely, insightful, actionable, and accurate analysis and recommendations to improve process and gain efficiencies.
• Contact Solutions Consultants, Inside Sales Representatives, and customers to obtain or relay account information
• Review sales order for customer financial accuracy before orders can be placed.
• Keep records of invoices and support documents.
• Verify accuracy of billing data and report errors.
• Review documents such as purchase orders, sales orders, expense reports and/or statements of work to compute fees and charges due.
• Generate weekly, monthly or on request reports for sales and clients.
• Assist Treasury Team with compiling accurate ACH information.
• Work closely with collections team by contacting customers and providing proper information to obtain customer payment.
• Gather information/documentation for audits.
• Complete tasks within the specified timeframe accurately and professionally while working independently and/or as a team.
• Perform other duties, as assigned.

Requirements

Competencies

• Accountability: Accountability looks at the extent to which an individual is willing to accept responsibility.
• Accuracy: Accuracy looks at the extent to which an individual’s work is correct and error free within company policies and guidelines.
• Coaching and Development: Coaching and development looks at the ability of an individual to provide guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem.
• Communication: Ability to promote understanding through exceptional written, oral, interpersonal, and presentation skills
• Detail Oriented: Detail orientation looks at the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.
• Deductive Reasoning: Deductive reasoning looks at the ability of the individual to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems and the ability to deal with a variety of abstract and concrete variables.
• Ethical: Ethics looks at the ability of the individual to be guided by the company’s accepted principles of moral conduct.
• Reliability: Reliability looks at the ability of the individual to be dependable and trustworthy.
• Team Builder: Team Building skills look at the ability of the individual to help ensure that team members are invested in team activities and decisions, and that the team works together to achieve a goal.

Required Experience:

• 4+ years in Accounting, Finance, or related field

Preferred Experience:

• 5-7 years in Accounting, Finance, or related field
• Experience in developing variable financial models
• 2-5 years of ConnectWise Billing Experience

Required Skills, Education and/ or Certifications:

• Associates Degree in Accounting or related field or equivalent experience.
• Proficient Microsoft Suite Skills

Preferred Skills, Education and/ or Certifications:

• Bachelor’s Degree in Finance or Accounting
• Experience with Finance or Accounting ERP system reporting and set up

Equal Opportunity Employer - Including Disabled and Veterans

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