Billing and Accounting Specialist

IntePros is looking for a Billing and Accounting Generalist for our client in Windsor, CT.

This is an onsite, full-time opportunity.

Please note - no 3rd parties, no C2C, NO SPONSORSHIP - no exceptions.

The Billing and Accounting Generalist is responsible for managing the entire billing cycle, including order entry, processing invoices, tracking payments, and supporting various accounting functions. This role ensures accurate and timely order processing and billing, maintains financial records, and assists in the day-to-day operations of the accounting department. The Billing and Accounting Generalist works closely with both internal teams and external customers to ensure seamless billing operations and accurate financial documentation.

Key Areas of Responsibility

• Accurately enter customer orders into Oracle and ensure they are processed in a timely manner.
• Verify order details, including pricing, quantities, discounts, and shipping information.
• Prepare and issue accurate invoices based on order details, ensuring that all terms and conditions are met.
• Monitor billing cycles to ensure timely invoicing and delivery to customers.
• Address and resolve any discrepancies in order entry or invoicing promptly.
• Track customer payments and ensure timely posting to customer accounts.
• Follow up on overdue accounts and assist in collections efforts as needed.
• Research unapplied cash and process adjustments, credits, or refunds if necessary.
• Maintain accurate records of all transactions and reconcile accounts receivable as needed.
• Assist with general accounting tasks such as posting journal entries, updating the general ledger, and account reconciliations.
• Support month-end and year-end closing processes by ensuring that all entries are accurate and submitted on time.
• Ensure all financial transactions are recorded according to accounting principles and company policies.
• Backup Accounting Associate as needed, which will include accounts payable processing, payment runs, and cash posting
• Maintain organized records for all billing, order entry, and financial transactions.
• Assist in the preparation of financial reports, including accounts receivable aging reports, and revenue reports.
• Ensure that all documentation complies with internal controls, legal requirements, and company policies.
• Serve as the primary point of contact for customers regarding billing inquiries, order processing, and payment issues.
• Work closely with customers and vendors to resolve any billing discrepancies or issues promptly and professionally.
• Coordinate with internal departments (sales, customer service, etc.) to ensure smooth order fulfillment and billing processes.
• Identify and suggest improvements to billing, order entry, and accounting processes to improve efficiency and reduce errors.
• Collaborate with the finance team to implement best practices and streamline workflows.
• Stay updated on industry trends and technology that could enhance billing and accounting operations.
• Ensure compliance with company policies, accounting standards, and applicable regulations.
• Maintain accurate documentation for audits and tax purposes.
• Assist with internal and external audits by providing necessary records and information.

Required Qualifications

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