Job description

POSITION SUMMARY The Staff Accountant & Billing Specialist plays a key role in managing the full billing cycle and ensuring the timely collection of accounts receivable. This role partners closely with the Sales team and customers to enhance billing accuracy, streamline processes, and accelerate cash flow. In addition to core billing functions, the position is responsible for complex accounting tasks, account reconciliations, and financial reporting support—contributing to the overall efficiency and accuracy of the finance department. This position follows a hybrid work schedule, with regular in-person attendance required. BENEFITS • Current benefit programs offered by MedPro include medical, dental, vision, health savings account, paid parental leave, disability and life insurance, legal, critical illness and accident insurance, 401(k) plan, profit sharing, generous PTO, 11 paid holidays, opportunities for professional development & growth and company sponsored events. ESSENTIAL DUTIES AND RESPONSIBILITIES • Prepare and process customer invoices, including reviewing contracts, running invoice reports, compiling billing data, and ensuring prompt delivery. • Generate and analyze aging reports and statements of account; follow up on overdue balances. • Reconcile customer accounts and monitor accrued and deferred revenue. • Record approved financial adjustments (e.g., credits, accruals, prepaids) for customer accounts and contracts. • Conduct weekly billing and revenue account reviews to ensure accuracy in accounting systems. • Track customer tax status and maintain accurate sales tax jurisdiction records. • Manage customer portals and complete onboarding forms. • Perform accurate, timely reconciliations for assigned accounts, ensuring proper transaction recording and prompt resolution of discrepancies. • Create and maintain ad hoc financial trackers and reports to monitor key data. • Review reports for compliance with company policies and accounting standards. • Assist with additional accounting functions such as budgeting, accounts payable, and credit card transaction processing. • Provide departmental support to meet deadlines and organizational objectives. • Evaluate and recommend process improvements to increase efficiency and accuracy. • Perform other related duties as assigned. Requirements EDUCATION/CERTIFICATION • Bachelor’s Degree in Accounting or a related field JOB QUALIFICATONS • Ethical, trustworthy, dependable, and accountable • Excellent written and verbal communication skills • Detail-oriented and takes pride in a record of accuracy • Ability to find new and improved ways to do things • Ability to organize tasks and prioritize to meet deadlines • Comfort with a fast-paced environment where there is lots of growth and change • Willingness to wear many hats and help wherever needed YEARS’ EXPERIENCE • 3-5+ years of experience in accounting, with proficiency in billing • Strong knowledge of accounting principles • Work experience in a fast paced and high-growth company, with specific responsibilities in revenue recognition and knowledge of close processes • SaaS business experience TECHNOLOGY/SOFTWARE KNOWLEDGE • Microsoft Office • QuickBooks Online • SalesForce • Maxio • Avalara, a plus REQUIRED TRAVEL • 10% PHYSICAL REQUIREMENTS • Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. • The individual is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer screen and extensive reading. The individual in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. The individual must be able to remain in a stationary position 70% of the time.

Requirements

Must-haves

Prepare and process customer invoices, including reviewing contracts, running invoice reports, compiling billing data, and ensuring prompt delivery.
Generate and analyze aging reports and statements of account; follow up on overdue balances.
Reconcile customer accounts and monitor accrued and deferred revenue.
Record approved financial adjustments (e.g., credits, accruals, prepaids) for customer accounts and contracts.
Conduct weekly billing and revenue account reviews to ensure accuracy in accounting systems.
Track customer tax status and maintain accurate sales tax jurisdiction records.
Manage customer portals and complete onboarding forms.
Perform accurate, timely reconciliations for assigned accounts, ensuring proper transaction recording and prompt resolution of discrepancies.
Create and maintain ad hoc financial trackers and reports to monitor key data.
Review reports for compliance with company policies and accounting standards.
Assist with additional accounting functions such as budgeting, accounts payable, and credit card transaction processing.
Provide departmental support to meet deadlines and organizational objectives.
Evaluate and recommend process improvements to increase efficiency and accuracy.
Perform other related duties as assigned.
Bachelor’s Degree in Accounting or a related field
Ethical, trustworthy, dependable, and accountable
Excellent written and verbal communication skills
Detail-oriented and takes pride in a record of accuracy
Ability to find new and improved ways to do things
Ability to organize tasks and prioritize to meet deadlines
Comfort with a fast-paced environment where there is lots of growth and change
Willingness to wear many hats and help wherever needed
3-5+ years of experience in accounting, with proficiency in billing

Nice-to-haves

Avalara, a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: paylocity
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Parental Leave

Professional Development