Billing Clerk

Job Description

Job Description

We are looking for a detail-oriented Billing Clerk to join our team in South Bend, Indiana in a contract capacity with the potential to become permanent. This position focuses on accurate billing support, expense reconciliation, payment tracking, and data maintenance across financial systems. The ideal candidate will be comfortable working with high-volume spreadsheets, reviewing transaction records, and partnering with internal teams to keep billing activity organized and up to date.

Responsibilities:
• Reconcile consultant travel expenses by reviewing submitted receipts, entering supporting documentation into Workday, and confirming whether charges should be billed to clients or recorded as non-billable.
• Monitor Stripe transactions, match credit card payments to the appropriate client accounts, and update billing records to ensure payment activity is properly reflected.
• Identify outstanding client balances by comparing payment activity against invoice records and maintaining accurate tracking within a master spreadsheet.
• Create and issue invoices when payments have not yet been linked, ensuring each transaction is documented correctly within the billing workflow.
• Partner with the sales team to prepare client quotes and enter finalized information into Workday for processing and recordkeeping.
• Perform manual data corrections and routine record updates in Workday to improve accuracy and maintain clean financial information.
• Manage recurring billing-related tasks on established schedules, including payment review activities during the week and higher-volume travel invoice reconciliation near month-end.
• Handle large data sets in Excel, including reviewing and updating spreadsheets that may contain more than 1,000 lines of billing and expense information.• Previous experience supporting billing, invoicing, collections, or related financial operations.
• Strong background in expense reporting, expense reconciliation, and maintaining accurate billing documentation.
• Proficiency with Workday and Microsoft Excel, including the ability to manage and review high-volume spreadsheets.
• Experience working with electronic payment platforms such as Stripe and matching transactions to billing records.
• Familiarity with Salesforce and the ability to support quote-related administrative processes.
• Excellent data entry and data cleanup skills with a high level of accuracy and attention to detail.
• Ability to prioritize recurring tasks, meet deadlines, and manage multiple responsibilities in a fast-paced environment.