• Review and approved customer account set up in compliance with company standards ensuring all required billing are details on file • Review contracts, purchase orders, and billing terms, and accurately capture billing details in the management information system (MIS) • Prepare accurate and timely invoices and submit them through multiple billing portals • Maintain clear communication with the project accountant team lead and the digital innovation CSM/FSR team via email and messaging portal • Process expense transfer to the correct accounts within the MIS and ensuring proper approval and maintain a clear audit trail • Support the Project Accountant team lead and Digital Innovation CSM/FSR team in coordinating and monitoring billing and collection • Process billing voids and write-offs with appropriate approval • Maintain accurate customer account records, including invoices and contract documentation • Initiate and manage customer account close-outs to ensure all MIS records are complete and accurate • Review and monitor customer record updates in the CRM system, ensuring supporting documentation aligns with MIS billing records • Accurately process payment and follow up with the relevant internal teams where necessary • Monitor collections, maintain AR ledger comments, and engage directly with customers when required • Escalate unresolved collection matter (60+ days outstanding) to the Project Accountant Team Lead and Digital Innovation CSM/FSR team • Ensure compliance with the CSP process • Participate in company wide initiatives, including quality assurance and continuous improvement.

• Review contracts, purchase orders and billing details, enter accurate information into the MIS • Prepare and submit invoices via multiple portals • Monitor collection account files, contract documentation, and account close-outs. • Coordinate with Project Accountant Team Lead, Digital Innovation CSM/FSR team, ARM and Risk Management teams • Support quality assurance, continuous improvement initiatives and other duties as assigned • Prepares and submits invoices through various billing portals

• Process invoices and monthly retainers including applicable credit memos. • Issue monthly customer statements to aid collection. • Ensure that all billable expenses are properly invoiced and reconcile any discrepancies. • Set up accrued revenue journal entries for invoices unable to post at month-end closes. • Support Client Accounting Manager daily to ensure that all processes related to billing are done effectively and in a timely • Review and post all accounts receivable entries for both invoicing and credits memos. • Update the customer master file with proper contact • Apply customer payments to close out open invoices. • Support Senior Accountant when needed to ensure that all daily collections are processed and posted properly for commissions due. • Prepare any reporting requirements and ad-hoc projects as needed.

• Understand the entire dental revenue cycle, ensuring timely and accurate posting of insurance payments • Provide extensive knowledge of laws and regulations of dental coding and posting • Apply necessary and required adjustments taken on insurance payments • Prepare and submit clean claims to insurance companies on a daily basis • Investigate and accurately resolve claim rejections promptly