Accounts Receivable Staff Accountant

Included Health is looking for an A/R, Billing & Collections Revenue Staff Accountant to join our growing team.  This role will have a primary responsibility of operational areas including all tasks related to customer billing, accounts receivable and collections. Included Health is growing fast and the candidate will be expected to build and improve billing and accounts receivable processes to support this growth. This role reports to the Revenue Manager and requires a significant amount of interaction with senior employees across the company and with outside consultants and partners. This role offers a tremendous opportunity to gain experience with a thriving company that is making a significant impact to improve people’s lives. The role also supports the end-to-end quote-to-cash process by translating customer and contract requirements into clear billing instructions, system setup, and repeatable procedures, while helping resolve billing exceptions and improve the customer billing experience.

Responsibilities

Billing & Accounts Receivable

• Business partner with Revenue Accounting team to ensure monthly accuracy of billings and accruals recorded in the general accounting ledger, including assessment of compliance with relevant revenue recognition guidance

• Regularly follow-up with customers regarding aged accounts receivable balances

• Address inquiries and follow-ups from customers and internal customer success teams

• Analyze collections and assist with developing key metrics to track customer A/R collections

• Review received, reconciled & deposited customer payments

• Work closely with the CSM’s and obtain the support required for prompt invoicing and true-up’s. Be diligent in issuing Credit memos timely.

• Coordinate with CSM to understand changes / modifications required in invoicing.

• Refund liability classification for A/R.

• Support recurring and usage-based billing, including true-ups, credits, adjustments, and billing schedule changes.

• Review and approve invoices and supporting data before release to confirm service periods, usage, pricing, credits, and required documentation are accurate. Occasionally processing and sending.

• Monitor billing exceptions, system errors, unapplied cash, open credits, partitions and reconciling items through resolution.

• Respond to invoice disputes and payment discrepancies, and provide clear explanations of invoice activity, credits, adjustments, billing schedules, and account balances.