Location: Plano, TX
Employment Type: Full-Time, On-Site
Role Overview
The Invoicing & Accounts Receivable Specialist will ensure accurate and timely client billing, track payments, and maintain strong client relationships throughout the invoicing process. This role partners closely with the Staff Bookkeeper/Accountant to keep financial records precise and up to date.
Key Responsibilities
- Prepare and submit invoices per client requirements.
- Collaborate directly with clients to process invoices and resolve billing questions.
- Track outstanding receivables and follow up with clients on payments.
- Reconcile payments with the Staff Bookkeeper/Accountant to maintain accurate financial records.
- Maintain organized records of client billing communications.
- Provide regular invoice and collections reporting to leadership.
- Contribute to continuous improvement of invoicing and collections processes.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or related field (preferred).
- 2+ years of experience in invoicing, accounts receivable, or billing coordination.
- Proficiency with QuickBooks or similar accounting software.
- Excellent communication skills for client interaction.
- Strong organizational skills and attention to detail.
- Ability to manage multiple client accounts independently.
What We Offer
- Competitive salary based on experience.
- Opportunity to contribute to a growing, dynamic organization.
- Professional, collaborative, and supportive work environment.
On-site roles at our Plano, TX headquarters