Sales & Billing Analyst

Job Description

Job Description

Benefits:

• Medical, Dental, & Vision Benefit Offerings
• Paid time off
• Training & development
• Wellness resources
• 401(k) matching

Join Our National Team as a Sales & Billing Analyst! 

Are you looking to leverage your expertise to grow in a role that offers varied and challenging work? Our company, a leading parent organization that owns and operates 340+ franchise locations across North America, is seeking a new Sales & Billing Analyst.

This position is primarily responsible for processing monthly franchisee billing and for recording franchisee cash receipt transactions. This role will also assist with franchisee communication to provide billing support and answer other questions, as needed.

Position: Sales & Billing Analyst
Reports to: Finance Team / Sales & Billing Manager
Location: Jacksonville, FL
Salary Range: $50K - $70K annually

KEY RESPONSIBILITIES:

• Process franchisee billings and invoices 
• Manage electronic payments and process cash receipts
• Communicate and correspond with Job Cost Accountants (JCA’s) and Franchise Owners regarding billing questions
• Ensure proper billing support is accessible and published online for review
• Maintain customer data and distribution lists
• Record and post journal entries
• Manage the processing and administration of Versapay and Paypal
• Document processes and assist with the maintenance of Sage Intacct contract billing files
• Assist with the preparation of monthly financial statements and monthly financial packages
• Prepare ad hoc financial reporting requests, other analyses, and special projects requested by management
• Assist with financial and SOX audits
• Perform duties in compliance with GAAP, company policies and procedures, internal controls, and Sarbanes-Oxley requirements
• Work under the direction of the Sales & Billing Manager / Finance Manager
• Other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES:

• Knowledge of Microsoft Office applications (Teams, Outlook, Word, Excel, OneDrive, SharePoint)
• Knowledge of accounting fundamentals 
• Knowledge of finance-related systems 
• Excellent communication skills (written and oral)
• Math skills 
• Analytical and problem-solving skills 
• Stress management and composure skills
• Ability to learn and operate our primary finance-related systems: Sage Intacct
• Ability to read and understand technical forms and financial reports 
• Ability to create reports and documents 
• Ability to follow processes and procedures of the department and company
• Ability to work office equipment (fax, scanner, printer, phone system, computers) 
• Ability to work independently 
• Ability to work under specific time deadlines 
• Ability to pass and maintain a satisfactory background check
• Ability to maintain a high level of confidentiality 
• Ability to follow the Paul Davis Values, Vision, Mission, and 10 Serving Basics

Required Education and Experience :  

• Associate's degree in accounting or related field 
• 3 plus years’ experience in a billing or accounting role 

  Preferred Education and Experience:  

• Bachelor’s in accounting 
• Experience processing billing or other AR transactions
• 2 plus years of Excel experience 
• Experience with a franchise industry 
• Experience within the restoration and/or construction industry in an accounting role 

Physical Requirement:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is occasionally required to sit, climb or balance, stoop or kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

• Must be able to stay in a stationary position up to 100% of the time 
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, fax machine, copy machine, and computer printer
• Must be able to observe and perceive information on a computer and documents 
• Must be able to communicate and converse with customers over the phone 
• Occasionally will lift up to 10lbs
• Ability to safely operate a motor vehicle

Work Environment:
The employee will be working remotely in their home office and at the corporate office, and will be exposed to normal conditions of air conditioning and heat. Most work will be conducted over email, video conferencing, and telephone. Employees must have access to a stable internet connection when working out of the office. Employee must use provided VPN technology to securely connect remotely. The successful person must be productive with minimal supervision.



 
Travel:  
This position may require up to 5% travel. This position may require travel for company meetings and events, and training.



 
Reasonable Accommodation for Disability 
Any applicant or employee who believes that a reasonable accommodation is required for purposes of federal or state disability law is required to contact Human Resources to begin the interactive exchange process.



 
The ADA defines “reasonable accommodation” as a change or adjustment to a job or work environment that allows a qualified individual with a disability to satisfactorily perform the essential functions of a particular job, and does not cause an undue hardship for the employer.
 
Disclaimer  
Paul Davis Restoration is an equal opportunity employer . Paul Davis Restoration provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.



 
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Flexible work from home options available.