Billing Clerk (Accounts Receivable)

TradingScreen; Montreal; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

A leading company in financial services seeks a motivated entry-level Billing Clerk - Accounts Receivable to join its Montreal office. The successful candidate will ensure timely client billing and collaborate with multiple departments while utilizing accounting software such as NetSuite and Salesforce. This role requires strong organizational skills and attention to detail, making it ideal for those looking to start a career in accounting.

Benefits

5 weeks vacation and 3 personal days

Annual bonus and salary review

RRSP with 3% company matching

Health insurance

Subvention for public transportation

Qualifications

• 1-3 years of experience in billing or accounting.
• Proficient in Microsoft Excel.
• Experience using NetSuite and Salesforce.

Responsibilities

• Create invoices with NetSuite as the primary billing tool.
• Verify billing data accuracy and make corrections.
• Collaborate with departments for timely billing.

Skills

Organizational skills

Attention to detail

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

NetSuite

Salesforce

Microsoft Excel

Job description

TS Imagine, the world's leading provider of real-time trading, portfolio, and risk management solutions for the financial services industry, is looking for a Billing Clerk - Accounts Receivable, entry-level to join our growing team.

The primary responsibility of this position is to ensure the timely and accurate billing of clients. This person will possess a strong understanding of accounting principles, excellent organizational skills, experience with billing and invoicing, proficiency in Excel, and experience with NetSuite + Salesforce.

Who will love this job

• An ambitious and driven individual – you have the energy to maximize customer satisfaction and retention through first rate levels of service and follow up.
• A strong communicator – you are adept at building and maintaining trusted and respected relationships with clients and colleagues at all levels.
• A self-motivator – you are capable of working effectively in a fast-paced business environment, managing multiple tasks and deadlines.

What you’ll do

• Create invoices with NetSuite as the primary billing tool
• Verify the accuracy of billing data and make necessary corrections within Salesforce & NetSuite
• Collaborate with other departments to ensure accurate and timely billing of customers
• Prepare monthly insight into Revenue GL detail and variance analysis in conjunction with the Financial Analyst
• Respond to customer inquiries related to billing and work with clients to resolve billing discrepancies
• Improve processes related to system records of processes and to help streamline the billing process.
• Assist with month-end close process, utilizing Salesforce and NetSuite reports and data, as well as Excel spreadsheets
• Maintain revenue-related workbooks such as revenue recognition etc.

You should have

• Bachelor's degree in Accounting or Finance, preferred
• 1-3 years of experience in billing or accounting
• Proficient in Microsoft Excel, with experience using NetSuite and Salesforce
• Excellent attention to detail, with great organization skills and the ability to meet deadlines
• Great communication skills that you will use when connecting directly with our vendors

Why TS Imagine / Benefits

• Currently hybrid home-office (at least 3 days in the office)
• 5 weeks vacation and 3 personal days
• Annual bonus and salary review
• RRSP with 3% company matching
• Health insurance
• Subvention for public transportation (Opus & Cie)
• Only Montreal applicants will be considered

About TS Imagine

Created out of the combination of two best-in-class SaaS platforms, TradingScreen and Imagine Software, TS Imagine delivers integrated trading, portfolio and real-time risk solutions for capital markets. The platform is uniquely positioned to streamline complex and time-consuming workflows across front, middle, and back office functions. TS Imagine has close to 400 employees in 10 offices worldwide, serving approximately 500 global buy-side and sell-side institutions across North and South America, EMEA, and Asia Pacific including hedge funds, traditional asset managers, pension funds, mutual funds, and financial institutions.

We challenge our employees every day to think creatively and innovate across silos and across platforms.

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Billing Clerk (Accounts Receivable) • Montreal