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.

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.

Billing Specialist

Key skills