Billing & Reconciliation Specialist

We are seeking a detail-oriented Billing & Reconciliation Specialist to support financial operations through accurate billing, receivables management, and process documentation. The ideal candidate will have experience with billing systems, reconciliations, and financial reporting, along with strong technical skills in OAKS or similar financial software and Microsoft Office products.

Key Responsibilities:

Maintain and reconcile receivables and billing transactions using financial systems and databases.

Review and resolve transaction errors (e.g., coding, budget, or interface issues).

Prepare, process, and track billing, invoicing, refunds, and payments.

Monitor outstanding balances and pursue collection efforts as necessary.

Prepare monthly financial reports and documentation.

Cross-train to provide backup support for accounts payable, receivables, and other financial transactions.

Document and improve financial processes, ensuring compliance with internal policies and procedures.

Provide guidance and support on work-related financial issues as needed.

Required Skills & Qualifications:

Experience with OAKS Financial or similar enterprise financial systems.

Proficiency in Microsoft Office products, including Word and Excel (spreadsheets, reporting, documentation).

Strong attention to detail with ability to document processes accurately.

Prior experience in billing, reconciliation, or accounts receivable/payable functions.

Ability to analyze financial data, resolve discrepancies, and prepare clear reports.

Strong problem-solving, organizational, and verbal communication skills.