Billing Coordinator

Financial Statement Services, Inc; Santa Ana (CA); On-site; USD 37,000 - 41,000; Full time

Benefits offered by this job

ESOP

Health insurance

401(k) plan

Paid time off

Job summary

Financial Statement Services, Inc. in Santa Ana, CA is seeking an on-site Billing Coordinator to join the Accounting team. The role handles billing and accounts receivable, requiring detail orientation and knowledge of complex billing codes.

The position is full-time and on-site, with responsibilities including reconciling billing reports, processing invoices, and maintaining billing files. Strong Excel skills and prior Netsuite experience are a plus.

Qualifications

• High school diploma or equivalent required.
• 3–5 years related experience or equivalent combination of accounting education and experience.
• Experience with complex billing codes (medical/insurance/manufacturing SaaS/utilities) preferred.
• Netsuite experience is preferred.

Responsibilities

• Reconcile billing reports and prepare customer billing.
• Process weekly and monthly customer invoices.
• Review and release invoices; prepare daily cash report.
• Upload invoices to websites and mail/e-mail customer invoices.
• Set up customers in QSO and Solomon; maintain billing files.

Skills

Excel

Billing codes

Communication

Analytical thinking

Education

High school diploma or equivalent

Tools

Netsuite

Job description

Who We Are:

Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S.

We are currently looking for an on-site Billing Coordinator to join our Accounting team in Santa Ana, CA. This role is responsible for processing billing and accounts receivable transactions. Our ideal candidate is detail-oriented, comfortable with accounting principles, and experienced in working with complex billing processes and codes.

Schedule:

This role requires full-time, onsite presence, Monday through Friday, at our Santa Ana, CA location.

Your Essential Duties:

• Reconcile billing reports & prepare customer billing
• Process weekly and monthly customer invoices
• Review and release invoices
• Prepare daily cash report
• Review price sheets
• Upload invoices to websites
• Mail/E-mail customer invoices
• Setup customers in QSO and Solomon
• Maintain all billing files and folders
• Scan & file billing workpapers
• Reconcile FedEx charges and prepare for billing
• Retrieve, stamp and disseminate mail to Accounting, HR, and payroll teams

Secondary Duties:

• Assists billing supervisor with collection calls / e-mails
• Upload Positive Pay
• Prepare deposit using remote deposit and scan incoming checks
• Update accounting system by applying deposits to customer accounts
• Other tasks as assigned

What You Bring:

• High school diploma or equivalent is required.
• Three to five years related experience and training; or equivalent combination of accounting education and experience.
• Experience working with complex billing codes preferred (examples include medical, insurance, manufacturing SaaS, utilities billing environments).
• Netsuite experience is preferred.

• Working knowledge of Excel.
• Effective written and verbal communication skills with the ability to clearly communicate with all levels of management.

• Demonstrated ability to work independently, take initiative, and follow tasks through to completion.
• Strong analytical, problem-solving, and organizational skills.

Why Join Us?

• Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.
• Culture of CARE for our Employees: We offer strong, competitive benefit plans for our employees and their families.
• Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.

Benefits include:

• 401(k) & Roth + Employee Stock Ownership Plan
• Medical, Dental, Vision & Life Insurance
• Vacation, sick leave and paid holidays – including your birthday!
• Employee Assistance & Care Programs
• Additional perks & employee award programs

Hiring range (Hourly): $27.00 - $30.00