Manage the financial integrity of client projects by ensuring accurate setup, billing compliance, and timely invoicing within a remote finance team. This role plays a key part in maintaining precise financial records and supporting seamless project delivery through close coordination with internal stakeholders and clients.
What You'll Do
- Verify and approve customer account setups, confirming all necessary billing information meets company standards.
- Analyze contracts, purchase orders, and billing terms to correctly enter data into the Management Information System (MIS).
- Generate and submit invoices accurately and on schedule through various online billing platforms.
- Process expense reclassifications with proper authorization, maintaining a clear audit trail in the MIS.
- Support the close-out of customer accounts, ensuring all system records are complete and up to date.
- Monitor accounts receivable, update ledger comments, and communicate directly with clients when needed.
- Review CRM updates to confirm alignment with billing records in the MIS.
- Handle voids and write-offs only after required approvals are obtained.
- Follow up on payments and coordinate with internal teams to resolve discrepancies.
- Escalate overdue balances (60+ days) to designated leads for resolution.
- Ensure adherence to the CSP process and contribute to quality assurance and continuous improvement initiatives.
Requirements
- Bachelor’s degree in Accounting or a related field.
- 4–6 years of hands-on experience in accounting or financial operations.
- Proven experience with Dynamics 365, Salesforce, and Adobe for billing and documentation.
- Proficiency in accounting systems, financial reporting, and database management tools.
- Strong command of Microsoft Office and internet-based applications.
- Ability to work during US business hours (14:00–23:00 South Africa time).
- Excellent written and verbal communication skills in English.
- Experience interacting with stakeholders at all levels, both internally and externally.
- Demonstrated ability to collaborate effectively, solve problems, and support organizational goals.
- Customer-focused mindset with attention to detail and responsiveness to stakeholder needs.
Preferred Qualifications
- Experience handling bulk invoicing processes is strongly preferred.
Benefits
- Work on impactful projects that contribute to global communities.
- Freedom to set your own schedule and work location within company guidelines.
- Opportunity to become a firm owner through the Principal program.
- Access to diverse learning and career advancement paths across industries.
- Fitness reimbursement and technology stipend to support remote work and well-being.
- Employee Assistance Program for personal and professional support.
- Competitive compensation and pay structure.
