Billing Specialist
Why Catalina? Catalina Marketing Costa Rica is part of the Catalina Group which is headquartered in the United States. The Catalina Group delivers omni-channel solutions to its customers with a long-standing history of rich data assets, but the company also recognizes its greatest asset is its people. The company’s guiding principles set the stage for winning in the markets we serve, and our potential is powerful. When you join the Catalina team, you will be part of an inclusive environment that embraces flexibility, community involvement, work-life balance as well as opportunities to grow professionally.
The Opportunity
As Billing Specialist, you will play a key role in our financial operations, auditing purchasing contracts and addendums, ensuring accurate and timely processing of invoices, meticulous record-keeping, and proactive resolution of outstanding receivables. Collaborating with cross-functional teams, you'll address billing disputes, stay updated on industry trends, and contribute to process enhancements. Your responsibilities will also include managing customer communications, optimizing cash flow, and maintaining streamlined documentation. Joining us means being a crucial part of our Accounts Receivable team, driving efficiency and excellence in financial processes.
Audit customer contracts and addendum records entered in the company’s contracting systems including client information, commitments, and pricing to ensure compliance, completeness, and accuracy.
Partner with Sales, Operations, Deal Desk and Legal Contract Administration teams to ensure completeness of customer information, accuracy of campaign attributes, fostering efficient processes.
Review client contracts, identify invoicing needs through system reports, and process invoices accurately and promptly according to company billing procedures, ensuring timely and accurate billing.
Ensure contract pricing models are setup accurately and managed effectively, resulting in efficient billing process.
Maintain accurate financial records, reconcile customer accounts, and ensure full compliance with company policies, industry regulations, and accounting standards.
Collaborate with Sales, Finance, Legal, and other departments to address billing disputes and resolve customer issues in alignment with internal policies.
Collaborate with the accounting team to resolve complex invoicing issues arising from unique billing requirements, program adjustments, or system issues, ensuring accurate and timely resolution.
Proactively resolve outstanding receivables, optimizing cash flow and managing customer balances to reduce delinquencies and enhance financial stability.
Provide exceptional customer service by addressing billing inquiries, discrepancies, and payment arrangements.
Investigate and resolve complex customer issues, disputes, or discrepancies related to accounts receivable, ensuring customer satisfaction and timely resolution.
Contribute to Accounts Receivable optimization through system enhancements, report analysis, streamlined documentation, and touchless invoice delivery via Esker thus improving efficiency and accuracy.
Identify opportunities for process enhancements and efficiency improvements within AR, managing documentation and SOPs for streamlined processing, promoting continuous improvement.
Collaborate cross-functionally with sales, operations, legal, accounting, and IT financial systems support teams to recommend system billing improvements, reducing manual adjustments and enhancing invoice quality.
Stay current with industry trends and financial regulations relevant to accounts receivable, ensuring compliance and best practices are followed.
Works under minimal supervision, gaining full proficiency in overall billing components and knowledge of basic accounting principles.
Qualifications
Bachelor's degree in Finance, Accounting, or a related field; or equivalent experience
5+ years of progressive experience in billing, accounts receivable, contract administration or related roles.
Proficiency in contract management and billing systems. Experience with Esker and homegrown systems is preferred.
Advanced Microsoft Excel skills required.
Ability to develop and use system-generated reports to analyze data.
Knowledge of billing procedures and invoicing processes.
Familiarity with financial record-keeping and reconciliation.
Ability to partner with Sales, Operations, Deal Desk, Legal Contract Administration, and Finance teams.
Strong communication skills to ensure completeness of customer information and accuracy of campaign attributes.
Experience in collaborating cross-functionally to address billing disputes and resolve customer issues.
Exceptional customer service skills to address billing inquiries, discrepancies, and payment arrangements.
Demonstrated success in overseeing complex invoicing processes and resolving billing disputes.
Strong problem-solving abilities to identify invoicing needs, resolve outstanding receivables, and optimize cash flow.
Analytical skills to review client contracts, identify billing requirements, and manage contract pricing models effectively.
Proactive approach to identify opportunities for process enhancements and efficiency improvements within accounts receivable.
Demonstrated track record of achieving quantifiable results in optimizing AR processes through system enhancements, report analysis, and streamlined documentation.
Knowledge of industry trends and financial regulations relevant to accounts receivable.
Commitment to continuous learning ensuring compliance with company policies, financial regulations, best practices, and accounting standards.
Ability to work under minimal supervision while gaining proficiency in billing components and basic accounting principles.
Flexibility to adapt to changing priorities and business needs.
The intent of this job description is to describe the major duties and responsibilities performed by incumbents of this job. Incumbents may be required to perform other job-related tasks other than those specifically included in this description.
All duties and responsibilities are essential job functions and requirements and are subjected to possible modification to reasonably accommodate individuals with disabilities.
This position may be performed as a hybrid position.
About Catalina
Catalina is a leader in shopper intelligence and precisely targeted in-store, TV and digital media that personalizes the shopper journey. Powered by an unrivaled real-time shopper database and AI-optimized data science, Catalina helps retailers, CPG brands and agencies optimize every stage of media planning, execution and measurement to deliver more than $6 billion in consumer value annually. Catalina has no higher priority than ensuring the privacy and security of the data entrusted to the company and maintaining consumer trust. Catalina has operations in the United States, Costa Rica and Europe. To learn more, please visit www.catalina.com or follow us on LinkedIn.
We are committed to investing in, empowering, and retaining a more inclusive community within our company. We are dedicated to hiring the best and brightest from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has a seat at the table and a voice to be heard. Our goal is to ensure that all our talented professionals are equipped with support, resources, and the opportunity to excel.
Catalina values your privacy and is committed to protecting your personal information. Please review our privacy policy, which provides details on how we process the data you provided for job applications.
We are committed to providing equal employment opportunities to all individuals and maintaining a safe, drug-free workplace in compliance with Costa Rican labor laws.
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