Financial Operations Assistant

Job Description

• Billing Process Duties:
• Completion of all allocated monthly billing cycles.
• Responsibility of cycle billing dashboard, ensuring all new orders are added, amended or ceased.
• Ensuring all products ordered are added to the billing platform.
• Preparation of month end cycle bill pack.
• Ensure invoices are raised and securely distributed to customers in accordance with the team billing calendar, develop and implement efficient billing processes and procedures to ensure accuracy and timeliness.
• Work,  on ad-hoc projects ensuring the quality of data within billing systems and improved ways of working through automation monitor and review billing activities to identify any errors, discrepancies, or issues and take appropriate corrective actions.
• Maintain a thorough understanding of the organisation's billing systems, software, and related tools.
• Demonstrate a continuous improvement mindset by identifying and delivering enhancements to the billing process / systems.
• Other ad hoc duties / improvement projects as requested by the Senior Billing manager.
• Process improvement, reduction of manual and duplicated processes.

• Customer Service and Communication:

• Collaborate with customer service teams to address billing inquiries and disputes.

• Foster strong relationships with internal departments, external vendors to facilitate effective billing processes.

Compliance and Audit:

• Assist with compliance with relevant industry regulations, policies, and procedures related to billing practices.
• Assist with internal audit teams to prepare for and participate in billing audits where applicable.
• Journal critical activities to evidence work completed, presenting findings as required in internal and external company audits

Qualifications

• Good experience in Microsoft Excel e.g. pivot tables, formulas
• Similar billing role in previous organisation / billing department
• Working Knowledge of Supplier Portals, CDR, SDR Data
• Working knowledge of Affinity (Beneficial)
• Working knowledge of Salesforce (Beneficial)
• Strong time management and organisational skills to ensure deadlines are met and issues are dealt with in a timely manner.
• Demonstrate high attention to detail.
• Driven to succeed in all aspects of work.
• Proven experience in billing, accounts receivable, or a similar role, with progressively increasing responsibilities.
• Strong understanding of billing systems, software, and procedures.
• Excellent analytical and problem-solving skills, with a high level of attention to detail.
• Proficiency in using billing software, spreadsheet applications, and financial management systems.
• Exceptional communication and interpersonal skills to collaborate effectively with various stakeholders.
• Ability to work under pressure, meet tight deadlines, and adapt to changing priorities.