[Hiring] Corporate Invoicing Specialist @Concentric Advisors

Role Description

We are currently looking to hire a Corporate Invoicing Specialist to join our Corporate team! This position allows for remote work within the United States. This is a full time, temporary position for up to 6 months with the possibility to extend based on business needs.

Primarily responsible for client invoicing, including:

• Preparing invoices daily for submission to clients.
• Additional responsibilities include accounts receivable and collections, periodic accounts payable, and limited general support to our accounting department.

Responsibilities

• Assemble and submit client invoices per contracted client arrangements.
• Collect detailed information from various sources to input detail into invoicing system.
• Check accuracy of data input in accounting system to ensure accuracy of final invoices.
• Collect revenue by sending reminders and following up with customers.
• Research and resolve billing errors and issue debit/credit memos when necessary.
• 1099 vendor management support including onboarding, compliance tracking, ongoing communication.
• Enter vendor information into accounting system.
• Process vendor invoices by verifying transaction information, preparing disbursements, and obtaining authorization of payment.
• Provide general administrative support to the accounting team.
• Other duties as assigned.
• Travel up to 5%.

Qualifications

• Associate or bachelor’s degree in accounting or finance.
• 3-5 years of hands-on Accounting/Finance experience can be considered in lieu of educational experience.
• Must have strong communications skills (verbal and written).

Preferred Qualifications

• Sage Intacct experience.
• Microsoft Excel or Google Sheets at an intermediate level.
• Experience in an invoicing and finance department.

Benefits

• The HSA medical plan covers 100% of the premium for employee-only coverage.
• The PPO medical plan requires an employee contribution for employee-only coverage.
• Concentric covers a substantial portion of the premium for dependents.
• Concentric also offers an HSA employer contribution.
• Medical FSA.
• Employer-paid insurance: life, STD, LTD, and AD&D.
• 401k including employer match & immediate vesting.
• Paid holidays.
• Paid leave (vacation, sick, parental).
• Annual Health & Wellness Benefit.
• Pet Insurance.
• National discount employee program.
• Employee Assistance Program for personal needs.
• Credentity Protection - Eclipse Digital Protection by Concentric.
• Free access to our Risk Intelligence Dashboard and GEAR App.
• Dedicated Security and Intelligence Training Programs for Professional Development.
• Coaching and Mentoring Opportunities.