Sr. Billing Specialist

Dynamic Access LLC; Richardson (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company in Richardson is searching for a Senior Billing Specialist to oversee billing processes. The role involves generating invoices, managing data, and collaborating with teams to improve workflows. Candidates should have strong analytical skills and experience with financial systems, particularly Sage Intacct. Benefits include health insurance and a retirement savings plan.

Benefits

Health, dental, and vision insurance

Retirement savings plan (401k) with company match

Paid time off and holidays

Qualifications

• 3+ years of experience in billing or accounts receivable.
• Strong data management and analytical skills.

Responsibilities

• Prepare and process billing twice monthly for customers.
• Manage billing-related data and customer pricing.
• Collaborate with teams to enhance billing processes.

Skills

Data Management

Analytical Skills

Communication

Tools

Sage Intacct

Excel

Job description

We are seeking a highly skilled and detail-oriented Senior Billing Specialist to lead and manage our billing processes with precision and efficiency. This role is responsible for generating timely and accurate customer invoices, managing complex billing data, and collaborating with key stakeholders to continuously improve billing and collection workflows. The ideal candidate will possess strong data management capabilities, a solid understanding of accounting principles, and experience with financial systems—preferably Sage Intacct.

Key Responsibilities :

• Prepare, review, and process billing twice monthly to ensure timely and accurate invoicing to customers.
• Extract and manipulate large data sets from our proprietary operating system for upload into the accounting system.
• Manage billing-related data, including customer pricing, billing templates, and invoice formats.
• Set up new customers in the accounting system with appropriate pricing structures and price sheets.
• Review contracts to ensure accurate billing terms and pricing are applied.
• Perform credit memos, adjustments, and billing rebills during off-cycle periods.
• Collaborate with the Financial Analyst to enhance and streamline billing and collection processes.
• Monitor billing cycles and address issues to minimize delays and errors.
• Provide input to the contracting and operations team to help solve customer concerns and resolve them to closure for customers.
• Support internal and external audits by providing required documentation and data analysis.
• Communicate professionally with internal teams and external customers regarding billing inquiries and discrepancies.
• Contribute to process improvement initiatives related to billing efficiency and accuracy.
• Prioritize multiple responsibilities and deadlines in a fast-paced environment.

Qualifications :

• 3+ years of experience in billing, accounts receivable, or a similar financial role.
• Strong data management and analytical skills; experience working with large data sets.
• Basic accounting knowledge, including revenue recognition and account reconciliations.
• High attention to detail and accuracy.
• Proven ability to work independently and collaboratively within a team.
• Excellent communication and interpersonal skills.
• Experience with financial software; Sage Intacct strongly preferred.
• Proficiency in Excel or other data analysis tools.
• Ability to quickly manipulate large data sets into usable formats and drive process efficiency.
• Ability to multitask and prioritize work effectively.

Preferred Skills :

• Experience in a healthcare or service-based environment.
• Familiarity with custom or homegrown operating systems.
• Basic understanding of customer contracts and billing compliance requirements and using SF.com.

Working Conditions :

• Typical office environment.
• Occasional overtime may be required during peak periods (month-end, year-end).

Benefits :

• Health, dental, and vision insurance.
• Retirement savings plan (401k) with company match.
• Paid time off and holidays.

Company Culture : Our company values teamwork, innovation, and integrity. We foster a collaborative environment where employees are encouraged to contribute ideas and grow both personally and professionally.

Application Process : To apply, please submit your resume and cover letter detailing your qualifications and why you are interested in this position. We look forward to reviewing your application!

This job description provides a comprehensive overview of what a staff accountant typically does, the qualifications required, and the environment they can expect to work in.