SUMMARY

A billing clerk is responsible for creating invoices and credit memos, updating customer files, and sending invoices and payment reminders to customers. Their primary interaction is with external customers. Internally, they collaborate with the departments on their billings. They will also cross train with the other accountants for backup coverage.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Collaborate with departments to acquire the necessary information for monthly billings
• Collect all necessary backup required to attach to invoices being submitted
• Run the transaction detail from QuickBooks to assure all monthly expenses are being billed to customers.
• Retrieve necessary payroll information from Paycom necessary for monthly billings
• Maintain monthly status spreadsheets to follow contract/grant/funding cycles
• Prepare invoices per contract/grant/funding providers requirements
• Enter invoices into QuickBooks attaching all necessary backup
• Keep contact information and files updated for all customers

OTHER DUTIES AND RESPONSIBILITIES include the following:

• Knowledge of contract/grant/funding for invoicing, tracking, and all other information needed
• File, maintain, and distribute accounting documents as they pertain to billing clerk
• Other duties, as assigned

SUPERVISORY RESPONSIBILITIES

This position has no supervisory responsibilities

QUALIFICATIONS

• 1-2 years accounting experience / non-profit and or federal contracting experience a plus
• Accounting systems experience, QuickBooks a plus
• Self-directed / able to work independently / work with senior staff
• Excellent Microsoft Office skills, especially Excel, Outlook, and Word
• Excellent communication skills (written and verbal), grammar, and reasoning skills
• Ability to handle confidential and sensitive information

EDUCATION and/or EXPERIENCE

12 credit hours in accounting or 2 or more years of experience in the accounting field.

LANGUAGE SKILLS

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS

• None required

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands. The employee frequently is required to talk or hear; the employee is occasionally required to stand, walk, reach with hands and arms, kneel. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities by this job include: close vision, distance vision, and ability to adjust focus.

WORK ENVIRONMENT

The work environment is generally in a temperature-controlled office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

• Travel: Minimal
• May drive personal vehicle to work locations and will be reimbursed at the federal rate for mileage, refer to employee handbook

ALTERNATIVE WORK PLAN

• This position is eligible for an "Alternative Work Plan". Some duties and responsibilities may be conducted outside of the office setting.

OTHER

Equipment Used: PC, telephone, copy machine, fax, postage meter, calculator

Bayaud Enterprises is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our goal is to be a diverse workforce that is representative, at all job levels, of the people we serve.