Invoicing and Documentation Specialist at Kimberly Ryan

Responsibilities:

• Create and send accurate invoices to clients, customers, or partners. Verify the correctness of billing details, including pricing, quantities, and terms
• Maintain up-to-date records of financial transactions, invoices, receipts, and other documents
• Monitor and track billing and payment activities ensuring that invoices are paid on time and addressing any discrepancies or issues
• Assist in managing accounts receivable, following up with clients regarding outstanding payments, and maintaining clear and updated records
• Accurately input financial data into accounting and invoicing software systems, ensuring consistency and precision
• Ensure compliance with company policies, accounting standards, and legal regulations related to invoicing and documentation
• Generate regular reports on invoicing and financial transactions to provide insights into the organization’s financial health
• Address inquiries, resolve billing concerns, and provide assistance of clients, internal teams, and external partners as needed
• Identify opportunities to streamline invoicing and documentation processes, and propose improvements for greater efficiency and accuracy

Qualifications:

• Bachelor’s degree in finance, accounting, business administration, or a related field is preferred.
• Proven experience in invoicing, documentation, or a related financial role.
• Proficiency in using accounting software and invoicing tools.
• Knowledge of ERP systems is a plus.
• Strong attention to detail and accuracy in financial data entry.
• Excellent organizational and time management skills.
• Effective communication and interpersonal skills.
• Familiarity with financial regulations and compliance.
• Analytical thinking and problem-solving abilities.
• Proficiency in Microsoft Office Suite, especially Excel.
• Ability to work independently and in a team, adapting to changing priorities.