The Revenue Specialist plays a role in supporting the company’s revenue operations, with a focus on billing and accounts receivable processes. This position requires a solid foundation in accounting principles, along with hands-on experience in managing customer accounts. The role involves close collaboration with cross-functional teams to ensure accurate and timely revenue activities, while consistently meeting strict deadlines. The Revenue Specialist reports directly to the Senior Accountant.
Key Responsibilities
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Prepare and issue weekly and monthly customer invoices, ensuring accuracy and completeness of billing data
- Review billing reports to identify and resolve discrepancies in a timely manner
- Monitor accounts receivable and proactively follow up on outstanding balances
- Serve as a point of contact for customers, responding to billing inquiries and resolving issues professionally
- Accurately apply and reconcile customer payments to appropriate accounts
- Perform monthly, quarterly, and annual account reconciliations to ensure financial accuracy
- Maintain and reconcile daily postage meter activity
- Prepare and issue postage deposit requests to customers
- Conduct analysis of customer postage deposits and identify trends or variances
- Support the accounting team with ad hoc projects and process improvement initiatives
Required Skills & Abilities:
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Strong verbal and written communication skills
- Ability to collaborate effectively with cross-functional teams across the organization
- High level of organization and strong attention to detail
- Solid analytical and problem-solving capabilities
- Effective time management skills with the ability to meet deadlines
- Ability to prioritize and manage multiple tasks simultaneously
- Demonstrated experience in accounts receivable or a related financial role
Education & Experience:
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Associate degree or higher in Accounting, Finance, or a related field
- 2+ years of accounting or bookkeeping experience
- Basic to intermediate proficiency in Microsoft Excel, including functions such as lookups (e.g., VLOOKUP/XLOOKUP) and pivot tables
Duties/Responsibilities:
Issuing client invoices and updating accounts receivable ledger
Prepare and fact-check invoices before sending them to customers
Perform monthly, quarterly and annual accounting activities including reconciliations of credit card accounts
Posting and processing journal entries to ensure all business transactions are recorded
Assist with accounts payable invoices
Assist with reviewing of expenses, and performing variance analysis
Update financial data in databases to ensure that information will be accurate and immediately available, when needed
Prepare and submit weekly/monthly reports
Assist Controller and Director of Accounting with other accounting projects
Scan, file and log accounting documents
Update daily postage meters
Required Skills/Abilities:
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Strong analytical and problem-solving skills.
Strong supervisory and leadership skills.
Ability to prioritize tasks and to delegate them when appropriate.
Education and Experience:
Advanced computer skills in MS Office, accounting software
Intermediate to Advance Excel skills, lookups and pivot tables
Excellent organizational, problem-solving, time management and communication skills
Proven experience as a junior accountant
Attention to detail
BS/Ba in accounting, finance, or relevant field
Physical Requirements:
