Client Invoicing Coordinator

POSITION SUMMARY:

The Client Invoicing Coordinator is the central point of coordination with the India-based offshore team with responsibility for driving completion of specific assigned tasks that support the production of client invoices on an agreed schedule. Additional tasks include ensuring proper process documentation for all client deliverables and training coordination and problem resolution to ensure offshore team is completing all tasks following team standard processes.

The coordinator will be responsible for the finalization of invoicing documents, tracking and follow up of open receivables, accurate and timely resolution of client inquires, accurate application of client payments, and ongoing ownership of client receivable ledgers. This position will also be the main point of user acceptance testing in the change management process for all client groups.

PRIMARY POSITION RESPONSIBILITIES:

• Ensure India production follows agreed upon procedures for all billing processes for assigned client group. This includes billing cycle schedule, billing standard process, service level agreements reporting and change management requirements.


• Complete final peer review of invoices upon receipt of work from offshore specialist using quality review checklists to make certain all assigned client billing information is complete and correct; correct any omitted and/or inaccurate information.


• Ensure all SOC controls are followed for caseload and deliverables as assigned.


• Verify information on client and customer accounts receivable ledgers are complete and correct; work with Client Invoicing Analyst to correct any omitted and/or inaccurate information timely.


• Support resolution of client inquiries regarding invoices issued following Altair communication standards for internal and external communications.


• Oversight, training and mentoring of India-based offshore team.


• Participation on team projects as part of the overall transformation and automation of work and non-routine assignments as requested by the Manager, Client Invoicing and/or Altair management.

EDUCATION:

• Bachelor’s Degree in Accounting, Business or Finance, or equivalent combination of experience, skills, training and education

TRAINING and EXPERIENCE:

• 3 + years of overall accounting experience, within the relocation industry, consulting firm or multinational company in positions of increasing responsibility


• Strong presentation skills before small, medium and large audiences


• Intermediate level user of MS Office products including Excel, Word, and PowerPoint


• Demonstrated experience with accounting performance metrics


• Prior experience managing and/or leading large scale projects and/or supervising small teams preferred


• Must have demonstrated expertise using multiple accounting systems, including but not limited to, AssignmentPro, AREV, Solomon, and other current accounting software packages


• Excellent communication skills, both verbal and written, and must have the ability to confidently communicate at multiple levels within an organization.

ESSENTIAL FUNCTIONS:

Candidates must have a broad understanding of accounting processes and procedures, and be detailed oriented.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals must be able to use hands and fingers to keyboard, to operate, handle, or feel objects, tools or controls, reach with hands and arms, must have the ability to deal with peak volume stress, use the calculator and 10 key for extended periods of time, sit at a workstation for extended periods of time and any other key critical skills and abilities as required by the position.

EQUIPMENT USED:

Individuals must be able to use standard company equipment and systems, i.e. computer and communications systems, fax, printer, calculator, 10 key, copy machine and other equipment as required by position.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Team member must demonstrate knowledge of and support Company vision and value statements, policies and procedures, privacy, security and confidentiality standards and code of ethical behavior.

Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.