Account Specialist

NR Consulting; Irvine (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

A consulting firm located in California is seeking a detail-oriented individual for invoicing tasks. The role includes preparing and issuing customer invoices using ERP systems and verifying documentation to ensure billing accuracy. Candidates should have at least two years of relevant experience, proficiency in Excel, and strong problem-solving skills. Opportunities to enhance invoicing processes are also a key part of the position. Competitive salary and benefits are offered.

Qualifications

• Minimum 2 years of invoicing/accounts receivable or accounting experience.
• Experience with order-to-cash processes.
• Demonstrated ability to follow documented procedures.

Responsibilities

• Prepare and issue customer invoices accurately using the ERP system.
• Verify purchase orders and contracts prior to invoicing.
• Provide documentation for internal and external audits.
• Identify opportunities for process improvements.

Skills

Proficient in Microsoft Excel

Problem-solving skills

Ability to prioritize workload

Education

High school diploma or equivalent

Associate’s degree in Accounting

Tools

ERP systems

Job description

• Prepare and issue customer invoices accurately and in a timely manner using the company ERP system.
• Verify purchase orders, contracts, shipping documentation, and order entry prior to invoicing to ensure billing accuracy.
• Provide documentation and support for internal and external audits.
• Continuously identify opportunities to improve invoicing processes, automation, and data quality.

ESSENTIAL REQUIREMENTS:

• High school diploma or equivalent; Associate’s degree in Accounting, Finance, or related field preferred.
• Minimum 2 years of relevant invoicing/accounts receivable or accounting experience.
• Proficient in Microsoft Excel (required): pivot tables, VLOOKUP/XLOOKUP, INDEX/MATCH, basic formulas.
• Experience with ERP or billing systems and order-to-cash processes.
• Ability to prioritize workload, manage multiple tasks, and elevate issues as appropriate.
• Demonstrated problem‑solving skills and ability to follow documented procedures.

PREFERRED / DESIRABLE QUALIFICATIONS

• Associate’s or Bachelor’s degree in Accounting, Finance, or related field.