Job Description

Billing Specialist

The Billing Specialist is responsible for the preparation of billing invoices for submission to customers for various types of contracts and frequency (weekly, monthly, and progress invoicing) for services performed by CSI’s contract employees. The Billing Specialist is responsible for ensuring timely and accurate weekly and monthly client invoicing for services with a focus on increasing the use of available automation. The ideal candidate is comfortable with change, adept at using technology to improve processes, and exhibits proven accounting and finance skills.

Essential Responsibilities:

• Prepares and distributes client invoices based on parameters outlined in client agreements.
• Processes a high volume of invoices on a weekly, monthly, and quarterly basis.
• Analyzes unbilled receivables monthly against reports.
• Coordinates and reconciles client Vendor Management Systems and CSI internal billing system.
• Identifies and implements process improvements that enable automation between CSI and client billing and banking systems for payment and collection.
• Researches and resolves a variety of internal and external inquiries concerning billing status.
• Initiates communications with customers to resolve billing discrepancies and collection issues timely and effectively.
• Collaborates with the finance team to ensure accurate revenue recognition and reporting.
• Maintains accurate and up-to-date records of all billing and payment transactions.
• Prepares periodic billing and financial reports for management review.
• Assists in developing and documenting standard operating procedures for billing processes.
• Monitors aging reports and follows up on overdue accounts to support collections efforts.
• Performs other duties as requested.

Required Skills and Experience:

• Bachelor’s degree in accounting, finance, or a related field preferred.
• At least two years of experience in billing is highly desirable.
• Advanced proficiency in Excel, including pivot tables, VLOOKUP, and other advanced functions.
• Skilled in using Microsoft Office Suite products.
• Strong analytical skills with the ability to collaborate with all levels of management to evaluate financial scenarios.
• Proven ability to manage priorities in a dynamic environment with multiple concurrent tasks and projects.
• Demonstrated ability to handle sensitive information with confidentiality.
• Exceptional attention to detail and a commitment to high accuracy.
• Excellent organizational and time management capabilities.
• Effective collaboration skills, with a focus on fostering positive working relationships with colleagues and contractors.
• Ability to maintain focus and precision when managing high volumes of documentation.

Aside from a benefits package that is a cut above the rest, you will gain access to award-winning company culture. Want to see for yourself?

With CSI, you will gain access to….

• Healthcare coverage plus HSA matching.
• Participation in 401(k) retirement plan.
• Onsite corporate gym with wellness challenges along with incentives & rewards for participation
• Volunteer opportunities through our CSI Connect initiatives.
• An award-winning corporate culture.

CSI Companies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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