Job description
In this Durham hybrid or US remote role, you will be primarily responsible for cash application, project set-up, billing, and customer service.
More specifically, your daily focus will be to accurately apply daily cash receipts to customer invoices, seeking out remittance details, setting up customer projects in the accounting system, following up internally and externally for purchase orders, researching and proactively resolving customer inquiries according to established policies and procedures in an efficient, timely, and accurate manner.
You will be expected to adhere to the company’s policies and procedures, including internal controls. Your participation in assessment and implementation of process improvement initiatives will be critical to the company’s growth and improvement.
This position collaborates with people across the organization, including but not limited to business development, proposal writers, scientists and senior management.
Essential Responsibilities - Cash Applications:
- Retrieve bank account statements daily
- Post daily cash receipts and apply payments to appropriate invoices in a timely manner
- Ensure that all cash is applied appropriately
- Adjust small balances for wire fees or discounts
- Follow up on missing remittance advices
- Create journal entries as required
- Month end reconciliation of Accounts Receivable cash application to bank records
Essential Responsibilities - Project Set-up:
- Review and analyze customer contracts for relevant billing provisions and requirements
- Create projects and sales orders within the accounting system from awarded contracts
- Follow up with Business Development or customer for missing information or documentation
Essential Responsibilities - Billing & Customer Service
- Prepare and deliver monthly invoices to assigned customers
- Review and deliver backup associated with invoice
- Manage customer portals, including uploading invoices and reconciliation
- Proactively monitor and address invoice delivery issues as required
- Seek out areas for improvement in billing cycle
- Provide excellent customer service to all stakeholders
- Other Duties as assigned.
Preferred Credentials - Education/Experience:
- Bachelor’s degree in accounting, business administration, or related field
- Knowledge of financial accounting systems
Preferred Skills
- Proficiency in Microsoft Office (Word, Outlook, Excel)
- Versatility, flexibility, and willingness to work with changing priorities; ability to coordinate multiple projects/tasks while still delivering high quality results
- Strong organizational skills and acute attention to detail
- Excellent analytical, problem solving, and decision-making skills
- Strong oral and written communication skills, and ability to successfully interact with key stakeholders
- Ability to work effectively with individuals at all organizational levels
- Ability to appropriately handle confidential information
- Previous internship or experience that provides the knowledge, skills, and abilities to perform the job (comparable to zero (0) to two (2) years)
- Experience with NetSuite
- Intermediate Excel skills
Physical Demands
- Regular and consistent attendance
- Ability to work in an upright and/or stationary position for more than 8 hours per day
- Repetitive hand movement of both hands with the ability to make fast, simple, repeated movements of the fingers, hands, and wrists
- Frequent mobility required
- Occasional crouching, stooping, with frequent bending and twisting of upper body and neck
- Light to moderate lifting and carrying (or otherwise moves) objects, including files and laptop computer with a maximum lift of thirty pounds
- Ability to access and use a variety of computer software
- Ability to communicate information and ideas so others will understand; with the ability to listen to and understand information and ideas presented through spoken words and sentences
- Frequently interacts with others to obtain or relate information to diverse groups
- Works independently with little guidance or reliance on oral or written instructions and plans work schedules to meet goals; Requires multiple periods of intense concentration
- Performs a wide range of variable tasks as dictated by variable demands and changing conditions with little predictability as to the occurrence
- Ability to perform under stress
- Position Type and Expected Hours of Work:
- This is a full-time position
- Some flexibility in hours is allowed, but the employee must be available during the “core” work hours as published in the BioAgilytix Employee Handbook
- Occasional weekend, holiday, and evening work required
BENEFITS AND OTHER PERKS
Medical Insurance (HDHP with HSA; PPO), Dental Insurance, Vision Insurance, Flexible Spending Account (medical; dependent care), Short Term Disability | Long Term Disability Life Insurance, Paid Time Off (4 weeks per year), Parental Leave, Paid Holidays (9 scheduled; 5 floating), 401k with Employer Match, Employee Referral Program
COMMITMENT TO EQUAL OPPORTUNITY
BioAgilytix provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other group protected by federal, state, or local law.
