Accounts Receivable Invoice Specialist II

Full-time

Description

Position Summary :

The Accounts Receivable (AR) Invoice Specialist II is responsible for completing more complex invoices and credit memos by compiling data, computing fees / charges / costs, and calculating rates. This individual will accurately post data, assist with monthly reporting, and keeping other relevant records. This individual will also need to operate effectively and efficiently, while working with all teams within Heartland. The AR Invoice Specialist II will serve as a key resource for team members by providing assistance with day-to-day inquiries and resolving any issues that may arise.

Roles and Responsibilities / Essential Functions :

• Accurately create basic to complex Accounts Receivable invoices / credit memos.
• Complete invoicing for more complex or detailed accounts or service offerings.
• Responsible for project invoicing and analysis.
• Maintain specialized system knowledge to effectively invoice unique offerings, M&A, and new service offerings.
• Provide timely, insightful, actionable, and accurate analysis and recommendations to improve process and gain efficiencies.
• Contact Solutions Consultants, Inside Sales Representatives, and customers to obtain or relay account information
• Review sales order for customer financial accuracy before orders can be placed.
• Keep records of invoices and support documents.
• Verify accuracy of billing data and report errors.
• Review documents such as purchase orders, sales orders, expense reports and / or statements of work to compute fees and charges due.
• Generate weekly, monthly or on request reports for sales and clients.
• Assist Treasury Team with compiling accurate ACH information.
• Work closely with collections team by contacting customers and providing proper information to obtain customer payment.
• Gather information / documentation for audits.
• Complete tasks within the specified timeframe accurately and professionally while working independently and / or as a team.
• Perform other duties, as assigned.

Requirements

Competencies

Required Experience :

Preferred Experience :

Required Skills, Education and / or Certifications :

Preferred Skills, Education and / or Certifications :

Equal Opportunity Employer - Including Disabled and Veterans

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