INVOICE PROCESSING SPECIALIST

Job Title: Invoice Processing Specialist

Job Type: (Remote)

Job Summary

The Invoice Processing Specialist — Finance & Accounting is responsible for processing, reviewing, recording, and maintaining financial transactions related to invoices and accounting operations. This position ensures invoices and supporting documents are accurately recorded, properly coded, approved, and processed in accordance with accounting policies, internal controls, and established procedures.

The role supports accounts payable, accounts receivable, general ledger activities, reconciliations, month-end close, financial reporting, and other accounting operations as required.

Key Responsibilities

• Receive, review, verify, and process invoices and financial documents accurately and efficiently.

• Validate invoice information, including vendor or customer details, amounts, dates, payment terms, taxes, and supporting documentation.

• Enter invoice and accounting transactions into the ERP or accounting system.

• Assign appropriate general ledger accounts, cost centers, departments, projects, and accounting codes.

• Verify invoices against purchase orders, contracts, receipts, sales orders, or other supporting documentation.

• Perform two-way and three-way matching as applicable.

• Identify and resolve invoice discrepancies, duplicate transactions, pricing differences, and missing documentation.

• Route invoices and financial transactions for appropriate approval.

• Maintain accurate and complete accounting records and transaction documentation.

• Process credit memos, debit memos, adjustments, and other accounting entries as required.

• Assist with accounts payable and accounts receivable processing.

• Assist with customer billing, vendor payments, payment application, and account reconciliations.

• Reconcile vendor and customer accounts and investigate outstanding balances or discrepancies.

• Assist with general ledger reconciliations and ensure transactions are properly recorded.

• Prepare accounting reports, transaction summaries, aging reports, and other financial schedules.

• Support monthly, quarterly, and year-end closing activities.

• Assist with accruals, prepaid expenses, reclassifications, and other accounting adjustments when required.

• Review transaction data for accuracy, completeness, and compliance with accounting policies.

• Maintain organized electronic and physical financial records.

• Respond to vendor, customer, and internal inquiries regarding invoices, transactions, account balances, and payment status.

• Assist with internal and external audit requests by providing supporting documentation and transaction details.

• Support financial reporting and accounting analysis activities.

• Monitor invoice-processing and accounting workflows to ensure transactions are completed within established deadlines.

• Identify opportunities to improve accounting processes, reduce errors, and increase transaction-processing efficiency.

• Assist with automation and implementation of accounting systems, workflow tools, and process improvements.

• Maintain confidentiality of financial, vendor, customer, and company information.

• Follow accounting policies, internal controls, segregation-of-duties requirements, and applicable financial procedures.

Qualifications

• Associate or bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.

• 1–3 years of experience in accounting, finance, invoice processing, accounts payable, accounts receivable, or a related role.

• Basic understanding of accounting principles and financial processes.

• Experience with invoice processing and accounting transaction entry.

• Proficiency in Microsoft Excel and accounting or ERP systems.

• Strong attention to detail and numerical accuracy.

• Excellent organizational and time-management skills.

• Strong written and verbal communication skills.

• Ability to manage high volumes of financial transactions while meeting deadlines.

• Ability to investigate discrepancies and resolve accounting issues effectively.

Preferred Qualifications

• Experience with ERP systems such as SAP, Oracle, NetSuite, Microsoft Dynamics, or similar platforms.

• Knowledge of accounts payable, accounts receivable, and general ledger processes.

• Experience supporting month-end and year-end financial close.

• Knowledge of reconciliations, accruals, prepaids, and journal entries.

• Experience with automated invoice-processing and electronic workflow systems.

• Knowledge of internal controls and accounting procedures.

• Experience supporting financial audits.

• Accounting certification or coursework toward CPA or similar qualification is a plus.

• Experience with process improvement and accounting automation.

Key Skills

• Finance & Accounting

• Invoice Processing

• Accounts Payable

• Accounts Receivable

• General Ledger

• Invoice Verification

• Invoice Coding

• Two-Way / Three-Way Matching

• Account Reconciliation

• Payment Processing

• Customer Billing

• Vendor Management

• Journal Entries

• Accruals & Prepaid Expenses

• Month-End Close

• Financial Reporting

• ERP Systems

• Microsoft Excel

• Internal Controls

• Audit Support

• Data Accuracy

• Process Improvement

Core Competencies

• Accounting Accuracy: Ability to accurately process and record financial transactions in accordance with accounting principles and company policies.

• Attention to Detail: Ability to identify errors, discrepancies, duplicate transactions, and missing documentation.

• Financial Knowledge: Understanding of accounts payable, accounts receivable, general ledger, reconciliations, and basic financial reporting.

• Problem Solving: Ability to investigate transaction issues and coordinate timely resolutions.

• Organization: Ability to manage large volumes of financial records, transactions, and documentation.

• Internal Controls: Ability to follow established approval, documentation, segregation-of-duties, and financial control procedures.

• Communication: Ability to communicate effectively with vendors, customers, accounting staff, and other internal stakeholders.

• Process Improvement: Ability to identify opportunities to improve the accuracy, efficiency, and automation of finance and accounting processes.