Billing Research Specialist

Billing Research Specialist

The Billing Research Specialist will be responsible for analyzing daily and monthly billing data for trends and variances. This role will require an ability to use an analytical mindset to assess data and prioritize tasks in a fast-paced fluid environment. Task also include managing and processing vendor invoices for vendor payment according to terms, maintain vendor relations, and account reconciliation.

Key Responsibilities - Essential Functions

• Manage the production of special billing reports and requests as required
• Manage 3rd Party Payment Services as requested including collaboration with EDI team to establish electronic feeds of client invoices
• Work with internal and external customers including Sales, Marketing, and Executive Management Team to resolve client invoicing inquiries, identifying root causes
• Responsible for understanding the current billing processes for production and distribution of client invoices
• Develop a knowledge of all invoice formats, placement of all invoices as well as all contract types and product types
• Identifies gaps and opportunities for overall efficiency in the billing process and develops formal recommendations
• Prepare and audit databases supporting client audits for Pre and Post Billing activities
• Prepare supporting documentation with detailed explanation of database tables for client audits
• Review, analyze and prepare vendor invoices, including specialty accounts, for processing
• Prepare and scan vendor invoices within imaging system
• Responsible for reconciling vendor statements
• Identifying the root cause of vendor and client inquiries
• Other duties assigned to ensure overall departmental efficiency
• Enlist the efforts of Account Managers and Senior Management when necessary to accelerate the billing process and resolve any issues
• Collaborate with the Accounts Receivable team to research, analyze and resolve client billing disputes as needed
• Manage and monitor improvement actions to measure the success of changes and enhancements
• Back up team members in their absence
• Create ad hoc reporting as necessary
• Assist in client invoice audits
• Enforce quality procedures; develop and implement new analyses to ensure accuracy of pricing and billing associated with new products and modified client agreements
• Other duties and responsibilities as assigned

Leadership Responsibilities

• No leadership responsibility

Competencies - Skills

• Demonstrate flexibility, self-control, and responsibility
• Demonstrates proactive approach internally and externally
• Project enthusiasm along with problem solving

Education and Experience

• Bachelor's Degree, in Accounting or Finance preferred
• Minimum 5 years related work experience OR commensurate Billing experience
• Strong financial analytical and customer service skills
• Must possess keen attention to detail
• Expert level PC skills including MS Excel (Pivot tables, Lookups) and Access; working knowledge of SQL strongly preferred

Core Values

At Wheels, we believe in fostering a culture that is built on our Core Values and Guiding Principles. We cultivate a culture of excellence and innovation by upholding these values, driving our collective success and growth.

• Integrity Always act with integrity and honesty.
• One Team Treat others with dignity and respect; act as a cohesive, inclusive and accountable team that is making a difference.
• Innovation Drive continuous improvement, spark creativity and embrace next generation thinking.
• Customer Success Ensure that customer and driver success is at the heart of everything we do.

Cultural Attributes

At Wheels, our culture guides us how we work every day, and we look for team members who show these behaviors:

• Discipline Drives Quality Plan the Trip: Think proactively, hold a high bar, follow through by leveraging experience and systems. To produce quality outcomes, we must be intentional and deliberate in everything we do, from big bets to daily execution.
• Intellectually Curious Fuel Your Minds: Be bold, challenge assumptions, think differently, look outside the box. Strive to unlock your own thinking and create new possibilities.
• Commit and Deliver Own It: Take responsibility for your work, from start to finish, and be accountable for the results. Think and act like an owner of the business.
• Relationships Matter Share the Ride: Trust is central, both with key internal and external stakeholders. Relationships are not a side effect of work but a driver of success.

Job Specifications and Work Environment

• Work Environment: This position is in Schaumburg, Ill and operates in a professional office environment
• Position Type/Standard Schedule: This is a full-time position, Monday through Friday, works onsite 3 days a week (Tue-Thur); one Saturday a month
• Travel: No travel is expected for this position

EEO Statement

Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.