Billing Specialist

Aim of the role:

The primary aim of this role is to assist with the day-to-day operations of the Billing and Cancellations team, to ensure accurate invoicing is generated for Customers.

Key responsibilities:

Duties will include, but are not restricted to the following:
  Review Customer contracts in order to understand any bespoke invoicing requirements that may be required. Manage the configuration and set-up of Customer contracts on Microsoft Dynamics D365 F&O system, including Customer PO’s, Site or Depot codes, creation of invoice centres. Generate invoicing for one off set-up and installation charges. Identify where the mapping of old to new services is required for Customer upgrades or change orders. Action contract extensions when there is a change in unit sell price or extended minimum term. Raise ad hoc manual invoice and credits where required. Assist with the monthly billing run activities, such as receiving Customer usage matrixes and uploading these into D365 F&O to accompany the monthly recurring charges. Reconcile data pre-billing run, to ensure the monthly invoicing is accurate, identify any errors and correct where required. Prepare and generate the monthly billing run invoice batches. The batches are run out of hours, as such the successful candidate would we expected to manage the process on a rota basis within the team. Any time worked outside of core hours can be taken back as time in lieu. Send invoicing out via Lazer net automated e-mail system and manage the SharePoint folder for invoices and credits.Following the monthly invoices being generated, create customer specific invoice breakdowns via Excel for our largest customer. Manage the billing e-mail inbox on a daily basis to resolve any queries or disputes regarding invoicing or cancellations. Process customer cancellations in D365 F&O to ensure the billing terminates, in line with the contracted minimum term. Raise any early termination charges if required.

Additional tasks Framework reporting of values invoices for public sector customers. Ad hoc customer account reconciliation.
Person specification

The role would suit an individual who is either interested in or is already working towards their AAT or similar qualification in future, however this is not essential.

Other skills, attributes and experience relevant for the role include: Confident in using and manipulating data in MS Excel Demonstrate strong attention to detail. Analytically minded. Ability to take responsibility and ownership of tasks, whilst also working as part of a team. Highly motivated with a proactive approach Excellent communication skills to deal with both internal stakeholders and external Customers. Ability to identify and question inaccuracies and escalate to management.
Hours of work
The company’s standard hours of work are 9.00 until 5.30pm, Monday to Thursday, with one hour for lunch, and 3:30pm on a Friday. However due to the nature of this role there will be the need for flexibility in relation to working hours from time to time.

---