Billing and Collection Specialist

Sasonbi Inc.; Cainta; On-site; PHP 350,000 - 550,000; Full time

Job summary

Sasonbi Inc. is seeking a Billing and Collection Specialist to support the Finance team in the Philippines. You will prepare accurate invoices, monitor receivables, and coordinate with project and operations staff to ensure timely billing and proper documentation.

Key duties include maintaining accounts receivable aging, following up on overdue payments, reconciling payments, and generating regular reports for management.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 1–2 years of experience in billing, accounts receivable, collections, accounting, or related position.
• Experience in construction, engineering, solar, or project-based companies is an advantage.
• Knowledge of invoicing, accounts receivable, collections, and basic accounting principles.
• Proficient in Microsoft Excel and Microsoft Office applications.
• Experience using QuickBooks or other accounting/ERP systems is an advantage.
• Good communication and customer service skills.
• Strong attention to detail and accuracy.
• Organized and able to manage multiple accounts and deadlines.
• Strong follow-up, problem-solving, and coordination skills.
• Can work independently and as part of a team.

Responsibilities

• Billing documents: Prepare invoices, billing statements, and supporting documents.
• Review invoices against contracts, POs, delivery receipts before processing.
• Ensure billing follows terms, milestones, and company policies.
• Coordinate with Project/Operations on billable items and milestones.
• Monitor billing schedules and ensure timely submissions.
• Address billing discrepancies with relevant departments.
• Monitor customer accounts and outstanding balances.
• Follow up on overdue invoices via email/phone.
• Maintain an updated AR aging report and reconcile balances.
• Coordinate with customers on remittance details and documents.
• Escalate long-overdue accounts to Finance Manager when needed.
• Maintain relationships while ensuring timely collection.
• Maintain accurate records of invoices, receipts, and correspondence.
• Prepare reports for management and financial monitoring.

Job description

Job Summary

The Billing and Collection Specialist is responsible for preparing accurate and timely billing documents, monitoring customer accounts, following up on outstanding receivables, and ensuring that payments are properly recorded and reconciled.

The position works closely with the Finance and Accounting team, Project Management, Operations, and customers to ensure timely billing, collection, and proper documentation of accounts receivable.

Key Responsibilities

1. Billing

• Prepare and issue accurate invoices, billing statements, and other supporting billing documents.

• Review billing information, contracts, purchase orders, delivery receipts, and other supporting documents before processing invoices.

• Ensure that billings are prepared according to agreed terms, project milestones, and company policies.

• Coordinate with Project and Operations teams regarding project accomplishments and billable items.

• Monitor billing schedules and ensure that invoices are submitted on time.

• Address billing discrepancies and coordinate with concerned departments for corrections.

2. Collection

• Monitor customer accounts and outstanding balances.

• Follow up with customers regarding overdue invoices and outstanding payments through email, phone calls, or other appropriate channels.

• Maintain an updated collection monitoring report.

• Coordinate with customers regarding payment schedules, remittance details, and required supporting documents.

• Escalate long-overdue or disputed accounts to the Finance Manager for appropriate action.

• Assist in maintaining good customer relationships while ensuring timely collection.

3. Accounts Receivable Monitoring

• Maintain accurate records of customer accounts and payment transactions.

• Monitor aging of accounts receivable and identify overdue accounts.

• Prepare regular Accounts Receivable Aging Reports.

• Reconcile customer balances and payment records.

• Coordinate with Accounting regarding proper posting and application of customer payments.

• Investigate and resolve discrepancies between billing records and customer payments.

4. Payment and Documentation

• Verify payment confirmations, bank transfers, checks, and other payment documents.

• Ensure that collections are properly documented and endorsed to the Accounting team.

• Maintain organized records of invoices, official receipts, collection documents, and customer correspondence.

• Assist in preparing reports for management review and financial monitoring.

5. Coordination

• Coordinate with Finance, Accounting, Procurement, Project Management, Operations, and other departments regarding billing and collection concerns.

• Communicate professionally with customers regarding invoices, payment concerns, and account balances.

• Coordinate with project teams to obtain necessary documents for progress billing and project-based collections.

• Assist in resolving customer disputes related to billing and payments.

6. Reporting

• Prepare daily, weekly, and monthly billing and collection reports.

• Monitor collection targets and outstanding receivables.

• Provide updates on overdue accounts and collection status.

• Assist management in identifying collection risks and improving collection processes.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.

• At least 1-2 years of experience in billing, accounts receivable, collections, accounting, or a related position.

• Experience in construction, engineering, solar, or project-based companies is an advantage.

• Knowledge of invoicing, accounts receivable, collections, and basic accounting principles.

• Proficient in Microsoft Excel and Microsoft Office applications.

• Experience using QuickBooks or other accounting/ERP systems is an advantage.

• Good communication and customer service skills.

• Strong attention to detail and accuracy.

• Organized and able to manage multiple accounts and deadlines.

• Strong follow-up, problem-solving, and coordination skills.

• Can work independently and as part of a team.

Key Skills

• Billing and invoicing

• Accounts receivable monitoring

• Collection and follow-up

• Account reconciliation

• Excel and data management

• Financial documentation

• Customer communication

• Report preparation

• Attention to detail

• Time management

• Problem-solving

• Confidentiality and professionalism

Performance Expectations

• Billing documents are accurate, complete, and submitted on time.

• Customer accounts and outstanding balances are properly monitored.

• Collection follow-ups are conducted consistently and professionally.

• Payments are properly documented and coordinated with Accounting.

• Reports are accurate and submitted within the required deadlines.

• Billing and collection discrepancies are promptly identified and resolved.

• Maintains confidentiality of financial and customer information.

• Demonstrates accountability, reliability, teamwork, and professionalism.