Role Description The Billing Specialist is a key contributor to New Era Technology's Finance Operations team, responsible for managing the end-to-end client invoicing process across a range of transaction types including projects, recurring agreements, product orders, and field service and deployment engagements. This role is critical to ensuring billing accuracy, supporting revenue recognition compliance, and delivering a professional invoicing experience to New Era Technology's clients. The ideal candidate is detail-oriented, comfortable working with billing and ERP systems in a fast-paced environment, and capable of interpreting contractual terms to ensure invoices are accurate, compliant, and issued on time. Experience in an IT services, managed services, or technology infrastructure billing environment is strongly preferred. Qualifications - 3–6 years of experience in billing, accounts receivable, invoicing, or financial operations. - Ability to read and interpret contracts, purchase orders, statements of work, and other financial documents. - Proficiency in Microsoft Office Suite, with strong Excel skills including data validation, lookup functions, and basic reconciliation techniques. - Excellent written and verbal English communication skills; able to correspond professionally with clients and internal stakeholders. - Strong organizational skills and ability to manage competing priorities independently in a fast-paced environment. Requirements - Manage the assigned invoicing board within ConnectWise, ensuring all billable items are identified, staged, and processed accurately and on schedule. - Generate client invoices across a range of transaction types including project milestones, recurring service agreements, product and hardware orders, and field service engagements. - Review and validate billing transactions prior to invoice issuance, confirming alignment with contracted scope, approved purchase orders (POs), and customer-specific billing requirements. - Verify that billed amounts are consistent with incurred costs of goods sold (COGS) and conform to applicable revenue recognition rules before releasing invoices. - Perform pre-invoice quality audits to confirm billing accuracy, documentation completeness, and compliance with contract terms and internal billing standards. - Validate invoice line items, quantities, descriptions, and amounts against source records including sales orders, service tickets, project milestones, and agreement terms. - Identify and escalate discrepancies between approved billing, incurred COGS, and contract entitlements prior to invoice distribution. - Maintain thorough billing records in accordance with internal audit standards and record retention policies. - Apply correct sales tax determinations to all invoices based on customer location, transaction type, and applicable tax exemptions; maintain current exemption certificate documentation. - Post finalized invoices to the general ledger via the ERP system (currently Microsoft Dynamics GP; transitioning to Microsoft Dynamics 365 Business Central) with accurate GL account distribution and period assignment. - Ensure posting period accuracy during month-end close; coordinate with Finance on cut-off treatment for transactions straddling period boundaries. - Distribute finalized invoices through customer-preferred delivery channels including email, client portals, EDI, or hard copy as required. - Accommodate special invoice formatting, reference data requirements, and submission protocols specific to individual customers or contract terms. - Respond to client billing inquiries in a professional and timely manner; resolve discrepancies directly or route to the appropriate internal stakeholder. - Act as a point of contact between billing, sales, project management, and collections teams to maintain a smooth invoicing workflow. - Apply appropriate revenue recognition treatment across transaction types, including ratable recognition for prepaid and multi-period agreements and milestone-based recognition for project engagements. - Manage down payment invoicing by applying received payments to deferred revenue (unearned revenue) GL accounts and processing subsequent releases to recognized revenue upon delivery or milestone completion. - Reconcile deferred revenue balances against open obligations periodically and escalate variances as appropriate. Benefits - Access to continuous training and professional development. - Competitive benefits package.

• Prepare, review, and process customer invoices for assigned business units and customer portfolios, ensuring invoices are accurate, timely, complete, and consistent with contract terms, purchase orders, statements of work, billing schedules, rate tables, and customer requirements. • Execute recurring, subscription, usage-based, milestone, project, and one-time billing processes, including manual invoicing, NetSuite uploads, and related billing-system workflows. • Review source billing data, including customer master data, order forms, usage files, project milestones, tax/customer details, purchase order requirements, and billing support, to identify and resolve discrepancies before invoices are issued. • Maintain billing schedules, customer billing attributes, rate tables, invoice delivery instructions, portal requirements, and other billing master data in accordance with company policies and internal controls. • Serve as a primary contact for customer billing inquiries, invoice corrections, portal submission issues, payment-application questions, and billing-related disputes; coordinate timely resolution with internal teams and customers. • Partner with Sales, Client Success, Operations, Revenue Accounting, Collections, and other Finance teams to resolve contract, order, delivery, billing, and customer-account issues that impact invoicing or cash collection. • Support collections activity by researching invoice disputes, providing billing support, correcting invoice issues, and escalating root-cause items; coordinate payment-term or credit-related matters with the appropriate Finance leader. • Prepare billing, AR, aging, unbilled, exception, and collection-support reporting; analyze trends, recurring defects, and process bottlenecks for management review. • Support month-end close by completing billing cutoffs, invoice reconciliations, unbilled review, billing exception follow-up, and audit-ready support for assigned areas. • Provide backup operational coverage for the Billing Supervisor / Billing Lead as needed, including support for billing queue monitoring, issue triage, invoice review, customer escalation tracking, reporting follow-up, and coordination of priority billing activities. • Contribute to process improvement, documentation, SOPs, controls, and system enhancements, including NetSuite and Subscription 360 testing, data cleanup, post-go-live stabilization, and issue resolution. • Ensure adherence to company policies, internal controls, customer requirements, and relevant accounting, tax, and billing procedures.

• Lead and oversee all billing operations, ensuring accurate, timely, and compliant invoicing to Sponsors in accordance with the billing schedule, contract terms and sponsor requirements. • Review and approve new sales orders and change orders entered in Netsuite to ensure billing terms are understood and the sales order set-up facilitates timely and accurate billing. • Review credit requests and generate credit notes in the accounting system, ensuring accuracy, and proper authorization. • Oversee month-end billing close processes, including preparation and review of billing summary reports, analysis of variances, and escalation of outstanding issues to the project managers. • Manage, mentor, and coach the billings team, fostering a high-performance culture through training, and performance management. • Establish and enforce billing controls, policies, and standard operating procedures to ensure accuracy, consistency, and continuous improvement across all billing activities. • Continually seek opportunities to improve automation in the billings function. • Partner cross-functionally with Project Managers and Finance teams to ensure timely invoice preparation, issue resolution, and alignment on contract terms and deliverables.

Role Description Determine and verify insurance coverage and coordination of benefits from all sources for assigned area. Ensure proper adequate and timely billing to ensure prompt payment. - Confirm insurance coverage. - Determine necessity for pre-authorization and obtain authorization for scheduled procedures. - Determine financial responsibility for services to be provided. - Notify patients and/or practitioners of any services requested and/or referred that are not authorized by insurance. - Communicate with patients and practitioners regarding financial responsibility and insurance coverage issues. - Maintain detailed documentation in the patient account record of all billing activities. - Maintain documentation of claims processed as part of the daily claims reconciliation process. - Prepare and complete claims for commercial insurance companies, third party organizations and/or government or self payers. - Research, analyze and reconcile Medicare/Medicaid billing and reimbursement practices. - Consult with appropriate parties to resolve unbilled claims. - Review recent accounts for proper billing practices and reimbursement. Qualifications - High School diploma equivalency OR 1 year of applicable cumulative job specific experience required. - Required professional licensure/certification can be used in lieu of education or experience, if applicable. Benefits - Paid time off (PTO) - Various health insurance options & wellness plans - Retirement benefits including employer match plans - Long-term & short-term disability - Employee assistance programs (EAP) - Parental leave & adoption assistance - Tuition reimbursement - Ways to give back to your community