Billing Research Specialist

Job Description:

The Billing Research Specialist will be responsible for analyzing daily and monthly billing data for trends and variances. This role will require an ability to use an analytical mindset to assess data and prioritize tasks in a fast-paced fluid environment. Task also include managing and processing vendor invoices for vendor payment according to terms, maintain vendor relations, and account reconciliation.

KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS Manage the production of special billing reports and requests as required

Manage 3rd Party Payment Services as requested including collaboration with EDI team to establish electronic feeds of client invoices

Work with internal and external customers including Sales, Marketing, and Executive Management Team to resolve client invoicing inquiries, identifying root causes

Responsible for understanding the current billing processes for production and distribution of client invoices

Develop a knowledge of all invoice formats, placement of all invoices as well as all contract types and product types

Identifies gaps and opportunities for overall efficiency in the billing process and develops formal recommendations

Prepare and audit databases supporting client audits for Pre and Post Billing activities

Prepare supporting documentation with detailed explanation of database tables for client audits

Review, analyze and prepare vendor invoices, including specialty accounts, for processing

Prepare and scan vendor invoices within imaging system

Responsible for reconciling vendor statements

Identifying the root cause of vendor and client inquiries

Other duties assigned to ensure overall departmental efficiency

Enlist the efforts of Account Managers and Senior Management when necessary to accelerate the billing process and resolve any issues

Collaborate with the Accounts Receivable team to research, analyze and resolve client billing disputes as needed

Manage and monitor improvement actions to measure the success of changes and enhancements

Back up team members in their absence

Create ad hoc reporting as necessary

Assist in client invoice audits

Enforce quality procedures; develop and implement new analyses to ensure accuracy of pricing and billing associated with new products and modified client agreements

Other duties and responsibilities as assigned

LEADERSHIP RESPONSIBILITIES No leadership responsibility

COMPETENCIES - SKILLS Demonstrate flexibility, self-control, and responsibility

Demonstrates proactive approach internally and externally

Project enthusiasm along with problem solving

EDUCATION AND EXPERIENCE Bachelor's Degree, in Accounting or Finance preferred

Minimum 5 years related work experience OR commensurate Billing experience

Strong financial analytical and customer service skills

Must possess keen attention to detail

Expert level PC skills including MS Excel (Pivot tables, Lookups) and Access; working knowledge of SQL strongly preferred

CORE VALUESAt Wheels, we believe in fostering a culture that is built on our Core Values and Guiding Principles. We cultivate a culture of excellence and innovation by upholding these values, driving our collective success and growth.

Integrity – Always act with integrity and honesty.

One Team – Treat others with dignity and respect; act as a cohesive, inclusive and accountable team that is making a difference.

Innovation – Drive continuous improvement, spark creativity and embrace next generation thinking.

Customer Success – Ensure that customer and driver success is at the heart of everything we do.

CULTURAL ATTRIBUTES At Wheels, our culture guides us how we work every day, and we look for team members who show these behaviors:

Discipline Drives Quality – Plan the Trip:
Think proactively, hold a high bar, follow through by leveraging experience and systems. To produce quality outcomes, we must be intentional and deliberate in everything we do, from big bets to daily execution.

Intellectually Curious – Fuel Your Minds:
Be bold, challenge assumptions, think differently, look outside the box. Strive to unlock your own thinking and create new possibilities.

Commit and Deliver – Own It:
Take responsibility for your work, from start to finish,…