Billing Specialist

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New Era Technology

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🔒 Cybersecurity

📡 Telecommunications

🏢 Enterprise

Cybersecurity • Telecommunications • Enterprise

New Era Technology is a global technology solutions provider offering a wide range of services and solutions, including cloud services, professional and managed services, cybersecurity, collaboration and unified communications, data networking, digital transformation, and physical security. With a team of engineers, designers, installers, and technicians, New Era Technology collaborates with over 20,000 customers and operates through 80+ offices worldwide. They are recognized as a top integrator for AV and video collaboration and offer industry-specific solutions for sectors such as healthcare, education, government, banking, finance, and retail. New Era Technology aims to help businesses adapt to the rapidly changing digital landscape through innovative technology solutions and customized services.

📋 Description

• Manage the assigned invoicing board within ConnectWise, ensuring all billable items are identified, staged, and processed accurately and on schedule. • Generate client invoices across a range of transaction types including project milestones, recurring service agreements, product and hardware orders, and field service engagements. • Review and validate billing transactions prior to invoice issuance, confirming alignment with contracted scope, approved purchase orders (POs), and customer-specific billing requirements. • Verify that billed amounts are consistent with incurred costs of goods sold (COGS) and conform to applicable revenue recognition rules before releasing invoices. • Perform pre-invoice quality audits to confirm billing accuracy, documentation completeness, and compliance with contract terms and internal billing standards. • Validate invoice line items, quantities, descriptions, and amounts against source records including sales orders, service tickets, project milestones, and agreement terms. • Identify and escalate discrepancies between approved billing, incurred COGS, and contract entitlements prior to invoice distribution. • Maintain thorough billing records in accordance with internal audit standards and record retention policies. • Apply correct sales tax determinations to all invoices based on customer location, transaction type, and applicable tax exemptions; maintain current exemption certificate documentation. • Post finalized invoices to the general ledger via the ERP system (currently Microsoft Dynamics GP; transitioning to Microsoft Dynamics 365 Business Central) with accurate GL account distribution and period assignment. • Ensure posting period accuracy during month-end close; coordinate with Finance on cut-off treatment for transactions straddling period boundaries. • Distribute finalized invoices through customer-preferred delivery channels including email, client portals, EDI, or hard copy as required. • Accommodate special invoice formatting, reference data requirements, and submission protocols specific to individual customers or contract terms. • Respond to client billing inquiries in a professional and timely manner; resolve discrepancies directly or route to the appropriate internal stakeholder. • Act as a point of contact between billing, sales, project management, and collections teams to maintain a smooth invoicing workflow.

🎯 Requirements

• 3–6 years of experience in billing, accounts receivable, invoicing, or financial operations. • Ability to read and interpret contracts, purchase orders, statements of work, and other financial documents. • Proficiency in Microsoft Office Suite, with strong Excel skills including data validation, lookup functions, and basic reconciliation techniques. • Excellent written and verbal English communication skills; able to correspond professionally with clients and internal stakeholders. • Strong organizational skills and ability to manage competing priorities independently in a fast-paced environment.

🏖️ Benefits

• Competitive benefits • Continuous training