BILLING AND COLLECTIONS STAFF

KEY RESPONSIBILITIES

1.     Prepare, review, and issue accurate billing statements, invoices, and supporting documents.

2.     Monitor accounts receivable and maintain an updated aging report.

3.     Follow up with customers, clients, branches, or concerned departments regarding outstanding balances.

4.     Record and validate customer payments, deposits, and other collection transactions.

5.     Reconcile billing records against payments received and investigate discrepancies.

6.     Coordinate with Sales, Operations, Retail, and other departments to resolve billing and collection concerns.

7.     Maintain complete and organized billing, collection, and payment documentation.

8.     Prepare daily, weekly, and monthly billing and collection reports.

9.     Develop Excel-based trackers, summaries, statistics, dashboards, and management presentations.

10.  Monitor overdue accounts and escalate significant collection issues to the Finance and Accounting Manager.

11.  Assist in preparing collection forecasts and cash-flow information.

12.  Respond professionally to customer inquiries regarding invoices, balances, and payments.

13.  Support internal and external audits by providing the required billing and collection documents.

14.  Recommend improvements to billing and collection processes.

15.  Perform other related duties assigned by the immediate supervisor.

QUALIFICATIONS

·       Bachelor’s degree in Accountancy, Accounting Technology, Finance, Business Administration, or a related field.

·       Relevant experience in billing, accounts receivable, or collections is required.

·       Proficient in Microsoft Excel, including formulas, pivot tables, reports, and data analysis.

·       Capable of preparing professional reports, statistics, and management presentations.

·       Familiarity with accounting, billing, or enterprise resource planning systems is an advantage.

·       Strong numerical, analytical, communication, and follow-up skills.

·       Organized, detail-oriented, and able to manage multiple accounts and deadlines.

·       Able to handle sensitive financial information with confidentiality.