[Hiring] Billing Specialist @New Era Technology

Role Description

The Billing Specialist is a key contributor to New Era Technology's Finance Operations team, responsible for managing the end-to-end client invoicing process across a range of transaction types including projects, recurring agreements, product orders, and field service and deployment engagements. This role is critical to ensuring billing accuracy, supporting revenue recognition compliance, and delivering a professional invoicing experience to New Era Technology's clients.

The ideal candidate is detail-oriented, comfortable working with billing and ERP systems in a fast-paced environment, and capable of interpreting contractual terms to ensure invoices are accurate, compliant, and issued on time. Experience in an IT services, managed services, or technology infrastructure billing environment is strongly preferred.

Qualifications

• 3–6 years of experience in billing, accounts receivable, invoicing, or financial operations.
• Ability to read and interpret contracts, purchase orders, statements of work, and other financial documents.
• Proficiency in Microsoft Office Suite, with strong Excel skills including data validation, lookup functions, and basic reconciliation techniques.
• Excellent written and verbal English communication skills; able to correspond professionally with clients and internal stakeholders.
• Strong organizational skills and ability to manage competing priorities independently in a fast-paced environment.

Requirements

• Manage the assigned invoicing board within ConnectWise, ensuring all billable items are identified, staged, and processed accurately and on schedule.
• Generate client invoices across a range of transaction types including project milestones, recurring service agreements, product and hardware orders, and field service engagements.
• Review and validate billing transactions prior to invoice issuance, confirming alignment with contracted scope, approved purchase orders (POs), and customer-specific billing requirements.
• Verify that billed amounts are consistent with incurred costs of goods sold (COGS) and conform to applicable revenue recognition rules before releasing invoices.
• Perform pre-invoice quality audits to confirm billing accuracy, documentation completeness, and compliance with contract terms and internal billing standards.
• Validate invoice line items, quantities, descriptions, and amounts against source records including sales orders, service tickets, project milestones, and agreement terms.
• Identify and escalate discrepancies between approved billing, incurred COGS, and contract entitlements prior to invoice distribution.
• Maintain thorough billing records in accordance with internal audit standards and record retention policies.
• Apply correct sales tax determinations to all invoices based on customer location, transaction type, and applicable tax exemptions; maintain current exemption certificate documentation.
• Post finalized invoices to the general ledger via the ERP system (currently Microsoft Dynamics GP; transitioning to Microsoft Dynamics 365 Business Central) with accurate GL account distribution and period assignment.
• Ensure posting period accuracy during month-end close; coordinate with Finance on cut-off treatment for transactions straddling period boundaries.
• Distribute finalized invoices through customer-preferred delivery channels including email, client portals, EDI, or hard copy as required.
• Accommodate special invoice formatting, reference data requirements, and submission protocols specific to individual customers or contract terms.
• Respond to client billing inquiries in a professional and timely manner; resolve discrepancies directly or route to the appropriate internal stakeholder.
• Act as a point of contact between billing, sales, project management, and collections teams to maintain a smooth invoicing workflow.
• Apply appropriate revenue recognition treatment across transaction types, including ratable recognition for prepaid and multi-period agreements and milestone-based recognition for project engagements.
• Manage down payment invoicing by applying received payments to deferred revenue (unearned revenue) GL accounts and processing subsequent releases to recognized revenue upon delivery or milestone completion.
• Reconcile deferred revenue balances against open obligations periodically and escalate variances as appropriate.

Benefits

• Team-oriented culture that prioritizes personal and professional development.
• Access to continuous training and competitive benefits.