Billing Specialist

Title: Billing Specialist
Direct Manager Title: Client Finance Analyst

The Role 

We are seeking a detail-oriented individual to join our finance team as a Billing Specialist. The ideal candidate will own the entire client billing process from the point a statement of work is signed through to reconciliation at the conclusion of the contract. Additional responsibilities include assisting with month-end closing functions such as revenue recognition journal entries and client financial reporting.

What You’ll Do

• Generate accurate and timely invoices on a monthly basis across various professional services and media billing models (i.e. Fixed fee, Retainer, Time & Materials, Media Commissions)
• Set up new clients for billing in Workfront and NetSuite, ensuring accurate account configurations
• Collaborate with client services teams to review invoices prior to client distribution, ensuring accuracy and alignment with client agreements
• Compare current month invoices to prior months to identify discrepancies or significant changes and address issues proactively
• Ensure billing aligns with project milestones and deliverables tracked in Workfront
• Review contracts and Statements of Work (SOWs) to ensure alignment with deliverables, milestones, and payment terms; create and issue accurate invoices based on contract specifications and project progress
• Prepare and distribute monthly billing reports to client teams
• Reconcile projects at the end of the contract and ensure all billing and revenue items are closed out accurately
• Assist with month-end revenue recognition entries
• Support client inquiries related to invoicing, resolving issues promptly and professionally

Ideal Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 1-2 years of billing experience, preferably in a digital marketing or media environment
• Proficiency in NetSuite and Workfront is highly desirable
• Strong Excel skills; comfortable with pivot tables and basic formulas
• Excellent problem-solving skills with a proactive approach to resolving issues
• Strong communication skills and ability to collaborate effectively with cross-functional teams
• Detail-oriented with excellent organizational and time-management skills

Perks and Benefits

• Competitive Salary
• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Paid Parental Leave
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
• Employee Referral Program

About Unlock:
Unlock Health redefines what a marketing and advertising agency can do in healthcare by breaking down walls that have existed for decades. We’ve combined the best teams in healthcare marketing to help every client live their mission – to promote, maintain, and restore health. Our “super agency” approach connects creative, content, and strategy to remove the guesswork from growth, measured by ROI technology. By bringing together the top talent in the industry, we are reshaping the future of healthcare marketing.

We believe our business can only grow by including our Vision and Values in everything we do. Our hiring process is no different. We interview and hire based on our values, which you can learn more about here.

Equality Opportunity Employer Statement
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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