Invoicing and Documentation Specialist at Outsource Company

Job Summary:

The Invoicing and Documentation Specialist plays a crucial role in the efficient and organized management of financial transactions and record-keeping within the organization. This position is responsible for creating and maintaining accurate invoices, ensuring proper documentation, and supporting financial processes.

Key Responsibilities:

• Invoice Preparation: Create and send invoices to clients, customers, or partners in a timely and accurate manner. Verify the correctness of billing details, including pricing, quantities, and terms.
• Documentation Management: Maintain organized and up-to-date records of financial transactions, invoices, receipts, and other related documentation.
• Billing and Payment Tracking: Monitor and track billing and payment activities, ensuring that invoices are paid on time and addressing any discrepancies or issues.
• Accounts Receivable: Assist in managing accounts receivable, following up with clients regarding outstanding payments, and maintaining clear and updated records.
• Data Entry: Accurately input financial data into accounting and invoicing software systems, ensuring consistency and precision.
• Compliance: Ensure compliance with company policies, accounting standards, and legal regulations related to invoicing and documentation.
• Report Generation: Generate regular reports on invoicing and financial transactions to provide insights into the organization's financial health.
• Communication: Interact with clients, internal teams, and external partners to address inquiries, resolve billing concerns, and provide assistance as needed.
• Process Improvement: 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.