job description - Invoicing And Documentation Specialist
- The Invoicing and Documentation Specialist plays a crucial role in the efficient and organized management of financial transactions and record-keeping within the organization.
- This position is responsible for creating and maintaining accurate invoices, ensuring proper documentation, and supporting financial processes.
Key Responsibilities
- Invoice Preparation: Create and send invoices to clients, customers, or partners in a timely and accurate manner. Verify the correctness of billing details, including pricing, quantities, and terms.
- Documentation Management: Maintain organized and up-to-date records of financial transactions, invoices, receipts, and other related documentation.
- Billing and Payment Tracking: Monitor and track billing and payment activities, ensuring that invoices are paid on time and addressing any discrepancies or issues.
- Accounts Receivable: Assist in managing accounts receivable, following up with clients regarding outstanding payments, and maintaining clear and updated records.
- Data Entry: Accurately input financial data into accounting and invoicing software systems, ensuring consistency and precision.
- Compliance: Ensure compliance with company policies, accounting standards, and legal regulations related to invoicing and documentation.
- Report Generation: Generate regular reports on invoicing and financial transactions to provide insights into the organization's financial health.
- Communication: Interact with clients, internal teams, and external partners to address inquiries, resolve billing concerns, and provide assistance as needed.
- Process Improvement: Identify opportunities to streamline invoicing and documentation processes, and propose improvements for greater efficiency and accuracy.
Qualifications
- Bachelor's Degree in Finance, Accounting, Business Administration, or a related field with 5 - 7 years relevant work experience.
- Proven experience in invoicing, documentation, or a related financial role.
- Proficiency in using accounting software and invoicing tools. Knowledge of ERP systems is a plus.
- Strong attention to detail and accuracy in financial data entry.
- Excellent organizational and time management skills.
- Effective communication and interpersonal skills.
- Familiarity with financial regulations and compliance.
- Analytical thinking and problem-solving abilities.
- Proficiency in Microsoft Office Suite, especially Excel.
- Ability to work independently and in a team, adapting to changing priorities.
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