Billing Coordinator

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

Benefits offered by this job

Employee Ownership through ESOP

Job summary

FSSI - Financial Statement Services Inc. in Santa Ana, CA is seeking a detail-oriented Billing Coordinator for our Accounting team. The role involves processing billing and accounts receivable transactions, reconciling billing reports and preparing customer invoices, and supporting the billing workflow.

The ideal candidate has 3–5 years of related experience, is comfortable with accounting principles, and can work with complex billing codes. Proficiency in Netsuite and Excel is preferred.

Qualifications

• High school diploma or equivalent required.
• 3–5 years related experience or equivalent combination.
• Experience with complex billing codes preferred (medical, insurance, SaaS, utilities).
• Netsuite experience preferred.
• Working knowledge of Excel.

Responsibilities

• Reconcile billing reports and prepare customer billing.
• Process weekly and monthly customer invoices.
• Review and release invoices.
• Prepare daily cash report.
• Review price sheets and upload invoices to websites.

Skills

Excel

Netsuite

Communication

Analytical skills

Organizational skills

Education

High school diploma or equivalent

Tools

QSO

Solomon

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

Benefits

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