Billing Specialist

A Billing Specialist at Stord is responsible for managing client-specific data, analyzing large datasets, and ensuring accuracy in billing processes. This includes reviewing workflow data from our Warehouse Management System and collaborating with cross-functional teams to address client needs and discrepancies.

To be a successful Billing Specialist at Stord, candidates typically need a bachelor's degree in accounting or at least five years of experience in a supply chain or logistics environment. Furthermore, strong proficiency in Microsoft Excel and familiarity with NetSuite or similar ERP systems are essential.

The Billing Specialist plays a vital role at Stord by ensuring accurate billing processes, which directly impacts overall operational efficiency. They analyze data, resolve discrepancies, and help implement best practices within the billing systems, thus enhancing customer satisfaction and operational workflows.

Essential skills for a Billing Specialist at Stord include advanced Excel capabilities, strong communication and collaboration skills, and a proactive approach to problem-solving. The ability to work with large datasets and interpret complex data is also critical for success in this role.

Billing Specialists at Stord primarily use Microsoft Excel for data analysis and reporting, along with NetSuite for accounting and invoicing processes. Familiarity with workflow management systems and customer support tools like Freshdesk is also important for monitoring disputes and client interactions.

To ensure accuracy in billing processes, I meticulously review the data extracted from the relevant systems, cross-referencing it with operational workflows and contracts. I always look for outliers or discrepancies and address them proactively by collaborating with relevant stakeholders.

I have extensive experience using NetSuite for managing Accounts Receivable and revenue recording. I am comfortable navigating the system, creating invoices, and entering journal entries, which has enabled me to maintain accurate financial records.

When managing large datasets, I leverage advanced Excel functions such as pivot tables and VLOOKUPs to analyze and organize the data efficiently. I also prioritize and categorize data based on relevance and use data validation to ensure integrity throughout the process.

I prioritize clear and proactive communication by regularly updating teams on billing statuses and potential issues. I make it a point to listen to their concerns, understand their needs, and ensure our goals align to foster smooth collaboration.

In a previous role, I identified a billing discrepancy related to a client's contract terms. I reviewed the contracts, collaborated with the Sales team to clarify the terms, and worked diligently to rectify the billing in our system while keeping the client informed throughout the process.

When onboarding a new client, my key considerations include understanding their specific billing requirements, confirming contract details, and setting up accurate invoicing workflows. I also ensure seamless communication channels are established between all involved teams.

I manage tight deadlines by prioritizing tasks based on urgency and impact, breaking down larger projects into manageable parts, and utilizing effective time management techniques. I also maintain open communication to negotiate timelines if needed.

I understand that revenue accounting principles are fundamental financial concepts that guide how revenue is recognized within a business. This includes principles such as recognizing revenue when it’s earned and measurable, and understanding the implications of different contract terms on billing.

I approach problem-solving in the billing process by first identifying the root cause of an issue, whether it’s a data error or a miscommunication. I then collaborate with relevant teams to gather insights and create actionable solutions while documenting the process to prevent future occurrences.

My greatest strength as a Billing Specialist lies in my attention to detail and analytical skills. I thrive in environments where data accuracy is paramount, and I enjoy finding patterns and insights in data that can enhance our billing processes.