Billing Team Lead

Work Arrangement: Hybrid - 4 Days In-Office / 1 Day Remote

Compensation: $70, Base

Our client is an established, privately held financial services organization seeking an experienced Billing Team Lead to join its growing accounting and operations team.

This is a hands-on role for someone with a strong billing or business accounting background who can take ownership of complex customer invoicing, maintain accurate billing requirements, troubleshoot issues, and help improve the processes and controls supporting the billing function.

The ideal candidate brings 5-10+ years of relevant experience
, strong Excel capabilities, excellent attention to detail, and the ability to operate independently in a fast-paced environment.

• Own the timely and accurate processing of recurring and specialized customer invoicing across multiple customer-specific formats and requirements.
• Document, maintain, and update customer billing parameters, including purchase order information, billing contacts, distribution requirements, and system-specific instructions.
• Prepare and analyze reports used to support customer billing and operational processes.
• Update and upload billing data through customer procurement portals and other external systems.
• Review billing activity for accuracy, identify discrepancies, and proactively resolve issues.
• Partner closely with Accounting, Collections, and other internal teams to address customer questions and ensure accurate and timely resolution of billing matters.
• Maintain accurate transaction and customer information within the company's internal operating systems.
• Review supporting documentation, establish appropriate accounting parameters, and accurately process new transactions within the system.
• Identify opportunities to streamline billing processes, improve accuracy, and increase overall efficiency.
• Serve as a knowledgeable resource within the billing function and help ensure consistent execution of established procedures.

• 5-10+ years of experience within billing, business accounting, accounts receivable, or a related accounting/operations function.
• Bachelor's degree in Accounting, Business, Finance, or a related discipline is preferred but not required.
• Strong Microsoft Excel skills
  , including the ability to manipulate and analyze large sets of data.
• Demonstrated experience managing detailed, customer-specific billing requirements.
• Strong analytical and critical-thinking skills with exceptional attention to detail and accuracy.
• Comfortable learning and working across multiple software applications, reporting tools, and customer portals.
• Excellent written and verbal communication skills with the ability to work effectively across departments and with external customers.
• Self-directed and highly accountable with the ability to prioritize multiple responsibilities and deadlines.
• Process-oriented mindset with an interest in identifying opportunities to improve efficiency and accuracy.

This position offers the opportunity to join an established, growing organization in a highly visible billing and operations capacity. The Billing Team Lead will have meaningful ownership of the billing process, work cross-functionally across the business, and play an important role in improving the systems and processes supporting the company's continued growth.