Billing & Collections Coordinator

Job Description

Billing & Collections Coordinator | Provi

The Tone:
This is a full-time, remote role at Provi, open to candidates across the United States, with a preference for candidates located in the greater Chicagoland area for occasional in-person collaboration. Provi is a company building a platform that connects the beverage alcohol industry. This role is critical for maintaining financial accuracy, supporting timely customer payments, and ensuring the integrity of billing and revenue-related data within the organization.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, United States

• Team: Collaborates closely with Finance, Sales, and customers.
• Mission: This person manages the billing process, supports timely collection of customer payments, and ensures the accuracy of financial records.
• Tech Stack: NetSuite, Salesforce, Excel (Pivot Tables, XLOOKUP/VLOOKUP, SUMIF/SUMIFS)

What You’ll Actually Do
• Invoicing: Generate and issue accurate invoices to customers in a timely manner.
• Sales Order Creation: Create Sales Orders from statement of work (MSA) Contracts into Netsuite with accuracy.
• Accounts Receivable Monitoring: Monitor accounts receivable and follow up with clients on outstanding balances.
• Discrepancy Resolution: Investigate and resolve billing discrepancies and disputes by coordinating with internal departments.
• Reporting & Compliance: Prepare regular reports on aging accounts and collection status, ensuring compliance with company policies.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, or a related field, with strong knowledge of accounting principles, including expertise in deferred revenue and revenue recognition.
• Experience: 2-4 years of experience in accounts receivable, general accounting, or related roles, with demonstrated experience managing billing processes with high accuracy.
• Skills: Strong Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, SUMIF/SUMIFS, data filtering, and reconciliation; exceptional attention to detail, strong communication and interpersonal skills.
• Bonus: Familiarity with NetSuite, including creating and reviewing sales orders, invoices, customer records, and billing transactions.