Lead Billing Specialist (San Mateo, CA)

IXL Learning - San Mateo, California - Full time

IXL Learning, a leading edtech company with products used by over 12 million students worldwide, is seeking a Lead Billing Specialist to build a team and support the AR workflow for our subsidiary, Rosetta Stone. The ideal candidate for this position is exceedingly well-organized, sociable, and team oriented. The ability to work in a fast-paced environment with high efficiency and accuracy is crucial.

WHAT YOU’LL BE DOING

  • Responsible for the day-to-day supervision of the team including performance management metrics of billing, collections, productivity, quality and AR aging
  • Review purchase orders and sales contracts against billing requirements to validate billing data within our Oracle accounting system and Salesforce
  • Manage the invoicing process to generate timely and accurate customer invoices
  • Perform cash application and collections duties for sales to business and consumers
  • Process customer refunds and credit card payments
  • Monitor the process of customer payments including checks, wire transfers, ACH, credit cards, and chargebacks
  • Review and approve all month end closing checklists for billing team
  • Backup for closing AR modules in Oracle accounting system
  • Prepare monthly account reconciliations
  • Perform adjustment activities at both the receipt and transaction level
  • Lead weekly bank and credit card reconciliation by examining differences between the accounting system and bank accounts
  • Coach, develop, and motivate team members in reaching new levels of skills, knowledge and attitude
  • Review AR aging report and implement processes to reduce receivables
  • Review and respond to requests from customers and sales team in a timely manner relating to billing issues, account research, and collections matters
  • Represent the AR/Billing team in cross-functional projects, reporting, and process improvement initiatives
  • Ensure company financial policies and requirements are observed and work to drive strong controls and compliance for accounting and audit

WHAT WE’RE LOOKING FOR

  • At least 5 years of Accounts Receivable or related experience
  • Bachelor’s Degree in Accounting, Finance or related field
  • Experience with Oracle E-Business Suite is required
  • Experience with Salesforce is a plus
  • Experience with NetSuite a plus
  • Detail-oriented and exceptionally organized
  • Strong written and oral communication skills
  • Proven ability to work effectively with others in a team environment
  • Ability to multi-task and work in a fast-paced environment with little supervision
  • Maintain confidentiality in all aspects of employee and company information
  • Proficient with Gmail, Microsoft Office, and Windows OS

At IXL, we value diversity in age, race, ethnicity, gender, sexual orientation, physical and mental ability, political and religious beliefs, and life experience, and we are proud to promote a work environment where everyone, from any background, can do their best work. IXL Learning is an Equal Opportunity Employer.

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Role

Finance

Experience Level

Mid Level

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