Project Billing Specialist

Role Overview

• Review and approved customer account set up in compliance with company standards ensuring all required billing are details on file
• Review contracts, purchase orders, and billing terms, and accurately capture billing details in the management information system (MIS)
• Prepare accurate and timely invoices and submit them through multiple billing portals
• Maintain clear communication with the project accountant team lead and the digital innovation CSM/FSR team via email and messaging portal
• Process expense transfer to the correct accounts within the MIS and ensuring proper approval and maintain a clear audit trail
• Support the Project Accountant team lead and Digital Innovation CSM/FSR team in coordinating and monitoring billing and collection
• Process billing voids and write-offs with appropriate approval
• Maintain accurate customer account records, including invoices and contract documentation
• Initiate and manage customer account close-outs to ensure all MIS records are complete and accurate
• Review and monitor customer record updates in the CRM system, ensuring supporting documentation aligns with MIS billing records
• Accurately process payment and follow up with the relevant internal teams where necessary
• Monitor collections, maintain AR ledger comments, and engage directly with customers when required
• Escalate unresolved collection matter (60+ days outstanding) to the Project Accountant Team Lead and Digital Innovation CSM/FSR team
• Ensure compliance with the CSP process
• Participate in company wide initiatives, including quality assurance and continuous improvement.

Requirements

• BCom Accounting degree or related qualification with 4-6 years of relevant experience
• Experience with Dynamics 365, Salesforce and Adobe for billing purposes
• Proficiency in accounting system and financial reporting
• Strong Microsoft office skills with proficiency in Adobe products, database management software, and internet-based tools
• Experience with bulk invoicing preferred
• Excellent written and verbal communication skills
• Ability to build and maintain positive working relationships internally and externally
• Comfortable working with all levels of management, Clients, and employees
• Customer focused with the ability to anticipate and respond to internal and external stakeholder needs
• Strong Collaboration skills with the ability to set goals, solve problems and make sound decisions to enhance organizational effectiveness.