Billings and Collection Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Take ownership of the entire billing lifecycle, including month-end invoicing, collections, reconciliation, and setting up new programs.

• Lead the shift from manual invoicing to an automated billing system.

• Standardize and map billing logic across more than 40 line items and various billing drivers.

• Develop invoicing templates and scalable workflows to minimize manual input, cycle time, and errors.

• Collaborate with Finance leadership and Tech teams to define, test, and implement billing automation tools and integrations with QuickBooks Online, Payhub, and client A/R platforms.

• Document billing processes and establish auditable, repeatable controls.

• Prepare and distribute month-end client invoices while reconciling related cost and revenue GLs.

• Set up billing for new contracts and programs by interpreting agreements and confirming applicable fees, rates, periodicity, and indexation.

• Investigate invoicing discrepancies, pricing variances, and billing disputes.

• Reconcile billed amounts with processor and issuer activities and identify significant variances.

• Prevent revenue leakage and ensure accurate capture of all billable activities.

• Prepare client statements of account.

• Manage the accounts receivable ledger, aging schedule, collection cadence, cash receipts, and inquiries regarding short payments.

• Design and implement reminder sequences for outstanding balances.

• Suggest escalations, payment plans, and write-offs.

• Handle client funding requests, fund transfers, and invoice settlements.

• Process invoice settlements via credit card.

• Monitor and report DSO, aging, collection effectiveness, and revenue leakage KPIs to the VP of Finance.

• Assist with month-end close activities, billing-to-GL reconciliation, record maintenance, and audits.

• Implement annual contractual price adjustments.

• Provide invoice data and analytics to the FP&A team.

• Manage and prioritize the shared accounting mailbox.

• Handle a high volume of client and internal requests.

• Act as a liaison between Finance and Sales/CSM regarding contract-to-bill setups.

⛳️ Requirements

• 2–3 years of experience in billing, collections, accounts receivable, or a related finance function.

• Background in business, accounting, or finance.

• Proficient in analyzing billing data, tracking metrics, and drawing insights from numerical information.

• Hands-on experience in optimizing manual processes or advancing toward automation, including templates, Excel macros, workflows, or AI tools.

• Familiarity with QuickBooks Online.

• Strong Excel proficiency, particularly with pivot tables, lookups, and managing large datasets.

• Ability to read contract fee schedules and convert them into invoice line items.

• Excellent written communication skills.

• Capable of managing a high volume of ad hoc requests across multiple platforms.

• Willingness to learn Metabase, Zoho CRM, Google Workspace, Payhub, Ariba, and Coupa on the job.

• Exceptional attention to detail.

• Exposure to SQL (MySQL) is a plus.

• Experience with ERP systems such as NetSuite is an advantage.

• Experience in the payments or fintech industry is beneficial, though not mandatory.

🏝️ Benefits

• Competitive salaries.

• Excellent health and dental benefits.

• Insurance benefits.

• Remote work options.

• Casual work environment.

• Opportunities and support for continuous learning, growth, and career development.

• A fantastic work culture.