Billing Specialist

Connect Search, LLC; Vernon Hills (IL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Connect Search, LLC is seeking a Billing & Operations Specialist for a hybrid role in Vernon Hills, IL. This position focuses on managing customer billing, processing lease transactions, and ensuring accuracy across internal teams.

The ideal candidate will have 5+ years in billing or related accounting roles, strong Excel skills, and a detail-oriented, problem-solving mindset to improve processes and data accuracy.

Qualifications

• 5+ years of billing, accounts receivable, or related experience.
• Bachelor's degree in Accounting, Business, Finance, or related field is a plus.
• Strong Microsoft Excel skills and ability to manipulate large data sets.
• Excellent attention to detail, accuracy, and critical-thinking abilities.

Responsibilities

• Prepare and process accurate and timely customer invoicing.
• Maintain customer billing instructions, PO information, and distribution requirements.
• Upload billing and invoice information into customer procurement portals.
• Process lease transactions within the lease management system.
• Review lease documentation and set appropriate accounting parameters.
• Research and resolve billing discrepancies and inquiries.
• Collaborate with Accounting, Collections and other teams to resolve issues.
• Identify opportunities to streamline billing procedures and improve efficiency.

Skills

Excel

Attention to detail

Analytical skills

Problem-solving

Education

Bachelor's degree in Accounting/Business/Finance

Job description

Billing & Operations Specialist- hybrid-Vernon Hills

Position Summary

We are seeking an experienced Billing & Operations Specialist to join a growing organization within the financial services and equipment leasing industry. Reporting to the Accounting Supervisor, this position is responsible for managing customer billing, processing lease transactions, maintaining billing requirements, and partnering with internal teams to ensure accuracy and timely resolution of customer needs.

Key Responsibilities

• Prepare and process accurate and timely customer invoicing, including specialized billing requirements and formats.
• Maintain customer-specific billing instructions, purchase order information, billing contacts, and distribution requirements.
• Upload billing and invoice information into customer procurement portals.
• Process lease transactions within the company’s lease management system.
• Review lease documentation and establish appropriate accounting parameters to accurately book new transactions.
• Research and resolve billing discrepancies and customer inquiries.
• Partner closely with Accounting, Collections, and other internal departments to resolve issues and improve processes.
• Identify opportunities to streamline billing procedures and improve efficiency.

Qualifications

• 5+ years of billing, business accounting, accounts receivable, or related experience.
• Bachelor’s degree in Accounting, Business, Finance, or a related field is a plus.
• Strong Microsoft Excel skills, including the ability to work with and manipulate large amounts of data.
• Excellent attention to detail, accuracy, and critical-thinking skills.
• Strong analytical and problem-solving abilities.
• Comfortable learning and working within multiple software applications and online customer portals.

Ideal Candidate

The ideal candidate is a detail-oriented billing or accounting professional who enjoys working with data, solving problems, and taking ownership of their work. This person will be comfortable handling complex customer billing requirements and will have the initiative to identify ways to make processes more accurate and efficient.