Billing Specialist

Position Objective

The Billing Specialist aims to deliver accurate, timely, and compliant billing services that ensure financial integrity, strengthen client relationships, and support the operational success of our Finance Team. The Billing Specialist is responsible for managing the end-to-end invoicing and self-billing process, maintaining data accuracy across systems, resolving discrepancies, producing insightful billing reports, and providing professional, solution-focused support to clients, contractors, and internal stakeholders.

Key Responsibilities

Customer Invoicing

• Generate accurate invoices based on approved timesheets via the Salesforce billing engine & ERP system
• Validate timesheet data and resolve discrepancies with internal teams.
• Apply correct billing rates, discounts, and tax rules per client contracts.
• Ensure contractual billing terms are reflected in all invoices.
• Distribute invoices through agreed channels (email, portal, etc.).

Contractor Self-Billing

• Create timely and accurate self-bills for contractors using approved timesheet data.
• Apply correct rates, deductions, and tax withholdings in line with agreements and regulations.
• Ensure proper distribution and record-keeping of self-bills.

Salesforce Billing Operations

• Serve as a super user of Salesforce for billing-related tasks.
• Operate the custom billing engine to process timesheets and generate billing documents.
• Escalate system issues and contribute to ongoing improvements and testing.

Data Reconciliation & Accuracy

• Reconcile external timesheet systems with Salesforce data.
• Conduct regular audits to ensure billing accuracy.
• Investigate and resolve discrepancies professionally and efficiently

Stakeholder Support

• Address billing queries from clients and contractors with clarity and professionalism.
• Support payment reconciliation and resolve application issues.
• Maintain high standards of customer service in all interactions.

Reporting & Analysis

• Produce billing reports (e.g., outstanding invoices, trends, payment summaries).
• Support month-end and year-end close activities.
• Contribute to documentation and process improvement initiatives.

Compliance & Best Practices

• Adhere to company policies, accounting standards, and regulatory requirements.
• Maintain confidentiality of financial and sensitive data

Qualifications & Experience

• Bachelors degree in finance, Accounting, Business Administration desirable
• At least 3 years experience working in similar billing or finance roles, ideally in workforce management, staffing, or human capital services sectors.
• Proven experience using Salesforce for billing operations. Certinia (formerly Financial Force) experience would be advantageous
• Familiarity with timesheet systems and contractor self-billing processes is highly desirable

Key Capabilities

• High attention to detail and accuracy: Maintains precision in processing and reviewing financial information, ensuring outputs are error-free and compliant with relevant requirements.
• Strong analytical and problem-solving skills: Interprets data to identify trends, discrepancies, and opportunities for process improvements.
• Excellent written and verbal communication skills: Communicates clearly and professionally with a variety of stakeholders, ensuring information is accurate, timely, and easy to understand.
• Proficiency in Microsoft Excel (intermediate to advanced): Utilises formulas, pivot tables, and data analysis tools to manage information, generate reports, and support decision-making.
• Ability to manage multiple priorities in a fast-paced environment: Organises and prioritises tasks effectively to meet deadlines while maintaining high-quality standards.
• Professional integrity and discretion: Handles sensitive information responsibly, maintaining confidentiality and adhering to organisational policies and ethical standards.

Behavioural Expectations

Behaviour must always be consistent with all company policies, procedures, and the Global Core Values:

We are a Family: We care for each other and work better as a team. Our culture is built on respect, loyalty, and fun.

We are Adaptable: We dont back down from change. By embracing it, we have an opportunity to learn and grow.

We are Honest: We keep our promises and act with integrity. We do the right thing.

We are Curious: We are solutions focused. We use our curiosity and love for learning to solve our customers' problems.

We are Passionate: We are proud about what we do. We strive for professional excellence because we believe in ourselves and our team.

We are Accountable: We take responsibility for our work. By taking ownership, we deliver results.