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Billing and Accounting Specialist

Company: CTW
Location: Roseville
Posted on: May 6, 2022

Job Description:

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities
Billing - prepare and review client invoices
Prepare monthly statements
Receive and apply daily cash receipts
Prepare A/R write-offs and credit memos
Cross-trained to provide backup for cash receipts posting and bank deposits (RDS)
Respond to and research client inquiries and questions related to A/R & billing
Collections and follow up on past due account balances.
Occasional travel to make deliveries to post office, FedEx, clients, or general office errands
Perform light data entry duties including preparing memos and letters
Ensure file organization based on office protocol
Provide ad hoc support around the office as needed

Qualifications
Strong interpersonal, customer service, and communication skills
Fast learner and detail-oriented
Organized and task-oriented
Proficient in Microsoft Office Suite
Ability to work in a fast-paced, high pressure, deadline-driven environment
Self-motivated and goal-oriented
Execute assignments of a confidential nature
Ability to take direction from multiple individuals
Ability to work collaboratively and efficiently
Must be timely and reliable
Ability to sit and stand for extended periods of time
Bending, stooping, and occasionally lifting and moving up to 15 lbs. are required for general tasks such as picking up and loading kitchen supplies, organizing office supplies, moving boxes, holding client files or records, etc.
Availability and willingness to work extra hours and some weekends when necessary during peak tax seasons and near large deadline dates
Positive team player

Keywords: CTW, Roseville , Billing and Accounting Specialist, Accounting, Auditing , Roseville, California

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