Billing Specialist
About the Role
Paz Financial Consulting is seeking a detail-oriented Billing Specialist to support accurate billing operations and timely account management. In this role, you will help ensure invoices and billing records are prepared correctly, reviewed for completeness, and processed according to established procedures.
Success looks like maintaining high accuracy, meeting billing timelines, resolving billing issues efficiently, and partnering with internal teams to keep customer and account information up to date.
Duties & Responsibilities
- Prepare, review, and process invoices and billing documents to ensure accuracy and completeness.
- Verify billing data, including rates, charges, quantities, and supporting documentation.
- Maintain billing records and update account information in the appropriate systems.
- Research and resolve billing discrepancies, including undercharges, overcharges, and missing information.
- Coordinate with internal teams to confirm service details and correct billing inputs.
- Track billing status, payment timelines, and outstanding balances to support timely collections.
- Respond to billing inquiries and provide clear, professional explanations of invoices and account activity.
- Ensure compliance with internal billing policies, record retention practices, and data accuracy standards.
- Generate routine reports and summaries to support billing performance and auditing needs.
- Identify opportunities to improve billing workflows and reduce errors through process adherence and documentation.
Requirements
- Education: High school diploma or equivalent; additional coursework or certification in billing, accounting, or related areas is a plus.
- Experience: 1+ years of relevant billing, invoicing, or accounts receivable experience.
- Knowledge: Strong understanding of billing concepts, billing accuracy, and basic accounting principles.
- Tools: Proficiency with billing/accounting software and common office tools (e.g., spreadsheets for data review and reporting).
- Accuracy: Demonstrated attention to detail and ability to catch errors before invoices are finalized.
- Organization: Strong time-management skills with the ability to prioritize tasks and meet deadlines.
- Communication: Professional written and verbal communication skills for resolving billing questions.
- Collaboration: Ability to work effectively with internal teams to confirm information and resolve issues.
- Integrity: Commitment to maintaining accurate records and handling sensitive financial information responsibly.
Benefits
- Health insurance options
- Paid time off (PTO) and paid holidays
- Retirement savings plan options
- Professional development and career growth opportunities
- Wellness resources and support (as available)
- Supportive workplace culture focused on respect, inclusion, and teamwork
