Billing Assistant

New York City



  • Create and process invoices in the accounting software (Microsoft Dynamics/Great Plains) in accordance with detailed billing instructions, which are unique to each client for both, monthly contracted amounts and work orders
  • Develop successful relationships with clients
  • Work with excel spreadsheets within Great Plains to process batched invoices
  • Maintain and update customers master file with special billing instructions for each customer
  • Create/prepare monthly report in the accounting system to review billing for your portfolio of clients and analyze for changes and completion
  • Enter/upload invoices into various billing portals (COUPA, CORRIGO, TAULIA)
  • Send invoices/documents electronically
  • Resolve billing issues in partnership with other departments such as account executives and operations
  • Void invoices and rebill as needed
  • Update and maintain customers contact information master files
  • Work closely with all accounting departments
  • Assist in providing audit materials during the year end audit




  • Experience working in a high-volume billing department.
  • Ability to prioritize tasks and schedule time accordingly
  • Knowledgeable about software portals COUPA, CORRIGO, TAULIA, etc.
  • Working knowledge of MS Great Plains Dynamics, MS Office 2010 or later
  • Very good excel skills
  • College degree a plus






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/9/2020
Salary $50,000 - $55,000

    (2MB Max; allowed file formats: doc, docx, pdf, pptx, txt)

    characters left