This role is mainly responsible for Revenue billing and safeguarding the company's assets. (Accounts Receivables) ensuring all invoices billed are confirmed received by customer. Maintaining company established parameters to prevent any possible credit exposure, bad debt expenses and any sales flow interruptions.
- Performs daily billing for SAEG DR entity and any others assigned or to cover vacations
- Performs monthly metric result reports of established KPI's within the 4th working day. .
- Assist with any audit compliance requirements, local and corporate audits.
- Performs all processes within internal control procedures and credit response time frame.
- Assist with department retention of customer files to SAP customer master data files.
- Perform any other assignment requested by the direct Manager, Controller and/or Finance VP.
- Ensure no third-party orders are billed unless approved prior by Regional Management and comply to legal requirements.
- Ensure all orders are billed within 24 hours when all required documentation has been received.
- Ensures any hand delivery of invoices and confirmed receipt for all customers. This confirmation needs to be documented at Smartsheet worksheet for each customer.
- Any customer portal upload of invoices needs to be performed.
- Participate in any assigned cross training and lateral changes within the credit department as required.
Qualifications and Education Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Preferred degree BBA in accounting/finance; and five years' related billing experience.
Language Ability:
Ability to read and comprehend in English and Spanish instructions, correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Math Ability:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. The ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills:
To perform this job successfully, an individual should have knowledge of Microsoft; including Word, Excel; ability to work with pivot tables, power point, emails, salesforce, and Internet software.
Certificates and Licenses:
No certifications are needed.
Supervisory Responsibilities:
This job has no supervisory responsibilities.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Physical Demands:
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.
Competency
To perform the job successfully, an individual should demonstrate the following competencies:
Customer Service
- Responds promptly to customer needs. Responds to requests for service and assistance. Meets commitments.
Interpersonal
- Keeps emotions under control. Remains open to others' ideas and tries new things.
Teamwork
- Balances team and individual responsibilities. Contributes to building a positive team spirit while putting success of team above own interests.
Ethics
- Treats people with respect. Keeps commitment and inspires the trust of others.
Organizational Support
- Follows policies and procedures.Supports organization's goals and values.
Attendance/Punctuality
- Is consistently at work on time and works at least the required eight hours. Ensure work responsibilities are covered when absent. Arrives at meetings and appointments on time.
Dependability
- Follows instructions, responds to management direction. Take responsibility for your own actions. Completes tasks on time or notify appropriate person with an alternate plan.
Professionalism
- Approaches others in a tactful manner. React well under pressure. Treats others with respect