Billing & Revenue Insights Specialist

Apella Wealth; Bellevue (WA); On-site; USD 55,000 - 65,000; Full time

Job summary

A financial services firm in Bellevue, WA is seeking a Billing & Reporting Specialist to manage billing cycles, process invoices, and generate financial reports. The ideal candidate will have a Bachelor’s degree and at least 2 years of related experience. Proficiency in Excel and strong analytical skills are essential for ensuring the accuracy and compliance of financial data. This full-time role offers an opportunity to contribute significantly to financial operations.

Qualifications

• 2+ years of experience in billing, accounts receivable, or financial reporting.
• Proficiency with Microsoft Excel (pivot tables, VLOOKUP, formulas).
• Ability to work under pressure to meet deadlines.

Responsibilities

• Prepare and process accurate invoices based on contractual terms.
• Review billing data and resolve discrepancies.
• Generate and analyze reports on billing performance.

Skills

Analytical skills

Attention to detail

Microsoft Excel

Communication skills

Knowledge of billing cycles

Education

Bachelor’s degree in Accounting, Finance or related field

Job description

A financial services firm in Bellevue, WA is seeking a Billing & Reporting Specialist to manage billing cycles, process invoices, and generate financial reports. The ideal candidate will have a Bachelor’s degree and at least 2 years of related experience. Proficiency in Excel and strong analytical skills are essential for ensuring the accuracy and compliance of financial data. This full-time role offers an opportunity to contribute significantly to financial operations.