Billing Specialist

Job Description

Billing Specialist | Roundtable

The Tone:
This is an early career accounting role at Roundtable, located in an in-person setting. Roundtable is a print manufacturing company that specializes in producing business forms and election materials for its customer base. This role is crucial for ensuring accurate and timely invoicing and providing essential day-to-day accounting and administrative support to maintain financial operations.

The TL;DR
• Role: Early Career
• Location: In-person, [City/Region not specified]

• Team: Reports to the Chief Financial Officer for all accounting functions; assists the local office manager and others as needed.
• Mission: Ensures accurate and timely invoicing for business forms and election customers by managing documentation, generating invoices, and supporting financial processes.
• Tech Stack: Sage 50 accounting software, Excel, Adobe Acrobat Binders, Outlook email, Microsoft Office.

What You’ll Actually Do
• Invoice Processing: Prepare customer invoices by assembling all necessary documentation, including Bills of Lading, packing lists, freight charges, and job envelopes, and generate them within 48 hours of shipping using Sage 50 accounting software.
• Financial Record Management: Generate and distribute monthly customer statements via mail or email, perform petty cash reconciliations, and manage manual check registers and entries.
• Election Billing & Tracking: Accurately invoice election jobs within five business days of shipment, working with the sales team to ensure proper billing of postage, freight, and various handling and delivery fees. This includes issuing postage deposit invoices in Sage with supporting documents and tracking USPS log reconciliations.
• Interdepartmental Collaboration: Work with the customer service team and shipping department on credit checks, act as a liaison to customer service during busier times, and collaborate with Purchasing/Inventory control to track product purchases and billing on envelopes.
• Sales Support & Reporting: Provide A/R ledgers to the sales team, assist with collections on request from Sales, and send the weekly Invoice Register report to the sales team.

The Must-Haves
• Background: Entry-Level career experience with a solid understanding of fundamental accounting principles, including debits and credits.
• Experience: Proven experience in customer account maintenance and managing financial data.
• Skills: Strong proficiency in Excel, working knowledge of Outlook email and Microsoft Office Suite, and practical experience with CA sales tax guidelines and Adobe Acrobat Binders.
• Bonus: Prior accounting experience, particularly within a print environment, or prior experience using Sage 50 or similar accounting software.