Invoicing Specialist

TorontoJobs.ca Recruitment Division; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading recruitment agency in Toronto seeks an invoicing specialist to manage CRM data, prepare invoices, and handle accounts receivables. This role requires attention to detail and experience with Quickbooks Online. Candidates will benefit from a hybrid work environment and a commitment to diversity and inclusion. Ideal for those looking to work closely with notable brands.

Benefits

Extended dental & health

Hybrid work model

Snacks

Pet-friendly office

Qualifications

• 1-2 years work experience in a similar role.
• Experience with data management and integrity policies.

Responsibilities

• Update, input, manage, and validate CRM data.
• Prepare bank reconciliation and accounts receivables.
• Send weekly invoices to clients via Quickbooks Online.

Skills

Attention to detail

Proficiency in Quickbooks Online

Experience with MS Office

Organizational skills

Adaptability

Education

Bachelor's degree in Finance or Accounting

Tools

Pipedrive

Excel

Google Sheets

Job description

As an invoicing specialist, the primary role and responsibilities for this position will be to update, input, manage, and validate all data loaded into the CRM system (Pipedrive). This position also requires preparation of bank reconciliation, accounts receivables, and general office assistance as required. The ideal candidate will be detail-oriented, organized, and self-motivated.

SOME OF WHAT YOU'LL DO

• Ensure accurate project data entry across multiple platforms including the Sales CRM tool, production management software, and excel sheets
• Track and record all CRM invoicing data in full detail
• Reviews client billings and ensures proper billing amounts; reconciles, responds to client questions and reconciles discrepancies; prepares invoice corrections.
• Send weekly invoices to various clients via Quickbooks Online
• Insert customer and account data by inputting text based and numerical information from source documents within time limits
• Review data for deficiencies or errors, correct any incompatibilities if possible and check outputs
• Verifies entered customer and account data by reviewing, correcting, deleting, or re-entering data.
• Maintains operations by following policies and procedures and reporting needed changes
• Maintains customer confidence and protects operations by keeping information confidential
• Respond to queries for information and access relevant files
• Comply with data integrity and security policies
• Ensure proper use of office equipment and address any malfunctions

WHAT YOU BRING

• 1-2 years work experience in a similar role
• Bachelors degree in Finance or Accounting is an asset
• Proficiency in Quickbooks Online, MS Office, Excel, Google Sheets required
• Experience with Pipedrive is an asset
• Attention to detail and demonstrated ability to follow standard procedures
• Open to feedback and adaptable

WHO WE ARE

Our TorontoJobs.ca client is an integrated visual communications consultancy group made up of a diverse, multi-talented team. They are expanding, thanks to their culture of excellence, growth, and creativity that delivers best-in-class work to all their clients — everywhere, every day.

Their team is made up of creative, strategic and critical thinkers who specialize in finding and creating solutions by taking complex information and turning it into beautiful, cohesive, seamless stories.

Our client pushes the limits of design in PowerPoint to create highly dynamic, animated, and fluid presentations that are engaging and inspire action.

If you are looking for an opportunity to work closely with some of the world’s most recognized brands or the opportunity to help launch what could become the next most recognized brand, or a space to be curious, to learn, and to use your skills, this may be the role for you.

WHERE YOU'LL WORK

Hybrid : Downtown Toronto/Home Office (3/2 Split)

WHAT WE OFFER

• Extended dental & health, hybrid work model, snacks, pet-friendly office.

Our TorontoJobs.ca client recognizes that many talented individuals may not apply if they don't check every box. Even if your experience isn’t a 100% match, we still welcome your application.

Our client is dedicated to creating a diverse, inclusive, and equitable workplace. We strongly encourage applicants from all backgrounds to apply. If you need any accommodations during the recruitment process, please don’t hesitate to reach out.