Directly send and manage all aspects of our invoicing processes, from preparation, updates, addressing client enquiries, and ensuring accurate financial record-keeping.
Uphold the accuracy of data within our coaching tracker and tools, including updating completed sessions by coaches.
Operate the automated bot process, reviewing and verifying all financial data it generates.
Uphold various client invoicing governance and requirements, ensuring any billing adjustments like PO, receipt acknowledgement, address changes, and entity changes are accurately captured.
Facilitate consistent updates to our finance team and ensure timely entries are made in our billing automated tracker.
Assist the collections team by understanding, reviewing, and analysing aged debt reports, taking proactive steps to resolve outstanding issues.
Reconcile managed service fees and support the general preparation of all service line journals.
Manage financial communication channels between the Client Service Team, the client, and our account managers, ensuring quick resolution of invoicing and financial disputes.
Support with analysis and reporting of financial MI specific to aged debt and invoicing with an operational focus.
Mailbox management of queries specific to invoicing and aged debt queries
Skills and Qualifications:
Proficiency in data interpretation and input.
Strong communication skills, ability to liaise effectively with various teams and levels and external clients.
Ability to apply critical thinking to financial processes and workflows.
Ability to work well both independently and in a team environment.
Ability to thrive in a fast-paced environment and prioritise tasks effectively.
Comfort with finance-related software or systems and ease with learning and utilising new tools.