Billing Analyst at KBW Financial

We are seeking a detail-oriented and organized Billing Specialist to join our team in Stoughton, MA. This position plays a key role in ensuring that customer accounts are accurately billed, payments are correctly applied, and new accounts are set up smoothly. The ideal Billing Specialist will have strong analytical skills and excellent communication abilities to handle various billing inquiries and issues effectively.

Key Responsibilities of the Billing Specialist:

• Research Payments: Investigate payments that have been made but not applied to the appropriate accounts, ensuring accuracy and resolving discrepancies.
• Enter Bank Draft Information: Accurately input and process bank draft details for customer payments, ensuring timely and secure transactions.
• Apply Payments: Assist with applying payments to newly established accounts and reconciling any outstanding balances.
• Set Up New Customer Accounts: Support the setup of new customer accounts in the system, ensuring all necessary information is captured and entered correctly.
• Collaborate with Finance Team: Work closely with the finance department to ensure smooth billing operations and assist in resolving any billing-related issues.

Qualifications:

• High school diploma or equivalent (Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred)
• Proven experience in billing, accounting, or finance-related roles
• Strong attention to detail and ability to resolve discrepancies
• Proficiency in Microsoft Office (Excel, Word) and familiarity with billing software
• Excellent communication skills and customer service orientation
• Ability to work independently and as part of a team
• Experience in a service-oriented environment is a plus