Accounts Receivable and Billing Specialist (with MSP exp.)

Technology Elite, Inc.; Mabalacat; On-site; PHP 391,000 - 614,000; Full time

Benefits offered by this job

21 Days PTO + 1 additional per year (5

HMO coverage for employee + 1 free dep

Daily meals provided

Referral bonus up to PHP 20,000

All government mandated benefits

Job summary

Technology Elite, Inc. is seeking an Accounts Receivable & Billing Specialist to manage invoicing for hosted client agreements in ConnectWise, audit rates, and post charges. This role supports month-end closes and ensures accuracy across billing cycles.

You will monitor AR, collect on delinquent accounts, reconcile vendor invoices, and assist with M&A onboarding billing. Strong attention to detail and experience with QuickBooks Online or ConnectWise is preferred.

Qualifications

• MSP or technology services industry experience is a must.
• 2 to 4 years of accounts receivable, billing, or related finance experience required.
• ConnectWise PSA experience strongly preferred; ability to learn billing systems quickly.
• QuickBooks Online experience preferred.
• Experience with vendor invoice reconciliation and procurement billing is a plus.
• Demonstrated ability to manage AR collections professionally and effectively.
• References must corroborate attention to detail, reliability, and clear communication.
• Education: Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field preferred. Equivalent experience considered.

Responsibilities

• Run monthly managed services invoices for all active client agreements in ConnectWise.
• Audit agreement rates, quantities, and billing frequencies before each invoicing cycle.
• Reconcile endpoint, user, and licensed seat additions and removals each billing period.
• Invoice one-time charges including project work, T&M time, and travel as approved.
• Apply annual rate escalations per MSA terms and confirm accuracy before posting.
• Process credits, adjustments, and write-offs with proper authorization.
• Set up new client agreements in ConnectWise following onboarding team handoffs.
• Monitor AR aging weekly and execute collection communications at 30, 60, and 90-day thresholds.
• Respond to client billing questions and disputes within 2 business days.
• Post client payments and reconcile against open invoices.
• Coordinate service hold recommendations with the CFO and Director of Operations for non-paying accounts.
• Maintain DSO within company-defined targets.
• Reconcile vendor invoices (Synnex, Microsoft, Sophos, Acronis, etc.) against purchase orders and agreements monthly.
• Flag vendor billing discrepancies and follow up to resolution.
• Support accrual entries for vendor costs in coordination with the CFO.
• Configure ConnectWise agreements for newly acquired clients per the integration playbook.
• Audit inherited billing data from acquired companies for rate accuracy and completeness.
• Flag discrepancies between acquired client contracts and actual billing history during onboarding.
• Answer client questions about their invoices, agreement terms, and billing history.
• Review MSAs and SOWs to verify billing terms align with invoice output.
• Escalate contract interpretation questions or amendment requests to the CFO or Director of Operations.
• Maintain agreement templates, billing cycles, and rate structures in ConnectWise.
• Manage tax codes and tax regions per client location.
• Coordinate CW-to-QuickBooks Online integration sync issues with IT or ConnectWise support.
• Test and validate billing workflows following ConnectWise updates or configuration changes.
• Confirm all invoices for the period are posted by the billing cutoff date.
• Deliver a revenue summary to the CFO by the 5th business day of each month.
• Reconcile ConnectWise billing totals against QuickBooks Online posted revenue.
• Flag deferred revenue items such as prepaid blocks and retainers for proper recognition.

Skills

High invoice volume management

Attention to detail

Professional written communication

Billing policy enforcement

Dispute escalation

Proactive follow-up

Collaborative working style

Education

Associate's or Bachelor's in Accounting/Finance

Tools

ConnectWise PSA

QuickBooks Online

Job description

Shift Schedule:

Mon - Fri, 10:00 PM - 7:00 AM PHT (Night shift)

Job Description:

Invoicing & Agreement Management

• Run monthly managed services invoices for all active client agreements in ConnectWise.
• Audit agreement rates, quantities, and billing frequencies before each invoicing cycle.
• Reconcile endpoint, user, and licensed seat additions and removals each billing period.
• Invoice one-time charges including project work, T&M time, and travel as approved.
• Apply annual rate escalations per MSA terms and confirm accuracy before posting.
• Process credits, adjustments, and write-offs with proper authorization.
• Set up new client agreements in ConnectWise following onboarding team handoffs.

Accounts Receivable & Collections

• Monitor AR aging weekly and execute collection communications at 30, 60, and 90-day thresholds.
• Respond to client billing questions and disputes within 2 business days.
• Post client payments and reconcile against open invoices.
• Coordinate service hold recommendations with the CFO and Director of Operations for non-paying accounts.
• Maintain DSO within company-defined targets.

Vendor & Procurement Billing

• Reconcile vendor invoices (Synnex, Microsoft, Sophos, Acronis, etc.) against purchase orders and agreements monthly.
• Flag vendor billing discrepancies and follow up to resolution.
• Support accrual entries for vendor costs in coordination with the CFO.

M&A Client Onboarding Billing

• Configure ConnectWise agreements for newly acquired clients per the integration playbook.
• Audit inherited billing data from acquired companies for rate accuracy and completeness.
• Flag discrepancies between acquired client contracts and actual billing history during onboarding.

Client-Facing Contract & MSA Support

• Answer client questions about their invoices, agreement terms, and billing history.
• Review MSAs and SOWs to verify billing terms align with invoice output.
• Escalate contract interpretation questions or amendment requests to the CFO or Director of Operations.

ConnectWise Agreement Configuration

• Maintain agreement templates, billing cycles, and rate structures in ConnectWise.
• Manage tax codes and tax regions per client location.
• Coordinate CW-to-QuickBooks Online integration sync issues with IT or ConnectWise support.
• Test and validate billing workflows following ConnectWise updates or configuration changes.

Month-End Close Support

• Confirm all invoices for the period are posted by the billing cutoff date.
• Deliver a revenue summary to the CFO by the 5th business day of each month.
• Reconcile ConnectWise billing totals against QuickBooks Online posted revenue.
• Flag deferred revenue items such as prepaid blocks and retainers for proper recognition.

Key Success Factors:

• Ability to manage high invoice volume across multiple clients and agreement types simultaneously.
• Commitment to accuracy — catches rate errors, missing line items, and duplicate charges before invoices go out.
• Clear, professional written communication for client-facing billing correspondence and collections.
• Comfortable enforcing billing policy and escalating disputes through the proper channels.
• Ability to work with ConnectWise PSA as the primary system of record for all billing activity.
• Proactive follow-up on outstanding AR without needing to be prompted.
• Willingness to support M&A integration billing work as the client acquires and onboards new companies.
• Collaborative working style with Finance, Operations, and Account Management teams.

Experience and Education:

• MSP or technology services industry experience is a must.
• Years of experience: 2 to 4 years of accounts receivable, billing, or related finance experience required.
• ConnectWise PSA experience strongly preferred. Candidates without ConnectWise experience must demonstrate the ability to learn billing systems quickly.
• QuickBooks Online experience preferred.
• Experience with vendor invoice reconciliation and procurement billing is a plus.
• Demonstrated ability to manage AR collections professionally and effectively.
• References must corroborate attention to detail, reliability, and clear communication.
• Education: Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field preferred. Equivalent experience considered.

Benefits:

• 21 Days Paid Time Off (PTO) Annually + 1 Additional PTO per successful year of tenure (up to five (5) years)
• HMO coverage for employee +1 FREE dependent on the first day of employment
  • +1 additional FREE dependent per successful year of tenure (up to five (5) years)
  • Tenure Incentive Program*
• FREE daily meal
• Referral Bonus of up to Php20,000.00*
• ALL government mandated benefits