应收账款（AR）- 账单与发票提交分析师
Accounts Receivable (AR) - Billing & Invoice Submission Analyst
候选者技能 / 核心能力
- 注重细节
- 能够有效处理多任务
- 具备良好的批判性思维和解决问题的能力
- 有强烈的时间紧迫感，能够按时完成任务
管理日常、每周和每月的账单周期，确保从ERP/CRM系统中准确提取数据，并根据既定条款和截止日期生成并分发发票给客户。
审查所有销售订单、合同和支持文档，确保在生成发票前计费信息（定价、折扣、条款、客户信息）正确。
核实所有发票是否符合当地、州和国际税法、销售税豁免以及合同条款（例如里程碑计费、定期订阅）。
定期对应收账款子分类账与总分类账进行对账，调查并解决与未应用现金、错误入账费用或计费错误相关的差异。
作为客户和内部团队复杂计费争议和查询的主要联系人，研究问题，开具贷项通知单或进行调整，并清晰传达解决方案。
识别自动化或优化计费流程的机会，减少人工错误，并提高现金流回收效率。
协助会计团队完成期末结账程序，包括准备计费应计项目、递延收入计划表以及与开票活动相关的汇总报告。
在提交前，根据特定客户合同或采购订单（PO）条款审查最终发票，确认所需字段（例如PO编号、项目描述、税码）准确无误。
通过各种客户门户、EDI或安全电子邮件方法及时准确地提交发票和相关支持文件（例如工时表、验收表、收据）。
主动监控客户门户和内部系统中的提交拒绝或警告；及时更正并重新提交发票以避免付款延迟。
维护一个组织有序、更新及时的提交流程库，包含所有主要客户的联系方式和特定合规检查清单。
与销售、项目管理和应收账款催收团队协作，了解并解决缺失文档或客户提交要求相关的问题。
推荐并实施对提交流程的改进措施。
查看英文原文
Candidate Skills / Core Competencies
- High attention to detail
- Ability to multi-task effectively
- Strong critical thinking and problem-solving skills
- High sense of urgency and ability to meet tight deadlines
Manage the daily, weekly, and monthly billing cycles, ensuring accurate data is extracted from the ERP/CRM system and invoices are generated and distributed to customers according to established terms and deadlines.
Scrutinize all sales orders, contracts, and supporting documentation to ensure billing information (pricing, discounts, terms, customer details) is correct before invoice creation.
Verify that all invoices comply with local, state, and international tax regulations, sales tax exemptions, and contractual terms (e.g., milestone billing, recurring subscriptions).
Perform periodic reconciliation of the Accounts Receivable sub-ledger to the General Ledger, investigating and resolving discrepancies related to unapplied cash, misposted charges, or billing errors.
Serve as the primary contact for complex billing disputes and inquiries from customers and internal teams, researching issues, issuing credit memos or adjustments, and communicating resolutions clearly.
Identify opportunities to automate or streamline the billing workflow, reduce manual errors, and improve the efficiency of the cash collection cycle.
Assist the Accounting team with period-end close procedures, including preparing billing accruals, deferred revenue schedules, and summary reports related to invoicing activity.
Review finalized invoices against specific customer contracts or Purchase Order (PO) terms to confirm required fields (e.g., PO numbers, line item descriptions, tax codes) are accurate before submission.
Execute the timely and accurate submission of invoices and required supporting documentation (e.g., timesheets, acceptance forms, receipts) through various customer portals, EDI, or secure electronic mail methods.
Proactively monitor customer portals and internal systems for submission rejections or warnings; promptly correct and resubmit invoices to avoid payment delays.
Maintain an organized, up-to-date library of submission procedures, contact information, and specific compliance checklists for all major customers or platform requirements.
Liaise with Sales, Project Management, and AR Collections teams to understand and resolve issues related to missing documentation or customer submission requirements.
Recommend and implement improvements to the submission process, leveraging automation tools or better system integration to increase efficiency and reduce submission errors.
Track and report on key submission metrics, including first-pass submission success rate and time taken between invoice generation and successful customer acceptance.
Originally posted on Himalayas