Process and reconcile customer billing and accounts receivable: prepare and review invoices, maintain billing files, upload and mail invoices, prepare cash reports, apply deposits, assist collections, and perform related scanning and data entry tasks using company accounting systems.
Who We Are:
Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S.
We are currently looking for an on-site Billing Coordinator to join our Accounting team in Santa Ana, CA. This role is responsible for processing billing and accounts receivable transactions. Our ideal candidate is detail-oriented, comfortable with accounting principles, and experienced in working with complex billing processes and codes.
Schedule: This role requires full-time, onsite presence, Monday through Friday, at our Santa Ana, CA location.
Your Essential Duties:
- Reconcile billing reports & prepare customer billing
- Process weekly and monthly customer invoices
- Review and release invoices
- Prepare daily cash report
- Review price sheets
- Upload invoices to websites
- Mail/E-mail customer invoices
- Setup customers in QSO and Solomon
- Maintain all billing files and folders
- Scan & file billing workpapers
- Reconcile FedEx charges and prepare for billing
- Retrieve, stamp and disseminate mail to Accounting, HR, and payroll teams
Secondary Duties:
- Assists billing supervisor with collection calls / e-mails
- Upload Positive Pay
- Prepare deposit using remote deposit and scan incoming checks
- Update accounting system by applying deposits to customer accounts
- Other tasks as assigned
Requirements
What You Bring:
- High school diploma or equivalent is required.
- Three to five years related experience and training; or equivalent combination of accounting education and experience.
- Experience working with complex billing codes preferred (examples include medical, insurance, manufacturing SaaS, utilities billing environments).
- Netsuite experience is preferred.
- Working knowledge of Excel.
- Effective written and verbal communication skills with the ability to clearly communicate with all levels of management.
- Demonstrated ability to work independently, take initiative, and follow tasks through to completion.
- Strong analytical, problem-solving, and organizational skills.
Benefits
Why Join Us?
- Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.
- Culture of CARE for our Employees: We offer strong, competitive benefit plans for our employees and their families.
- Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.
Benefits include:
- 401(k) & Roth + Employee Stock Ownership Plan
- Medical, Dental, Vision & Life Insurance
- Vacation, sick leave and paid holidays – including your birthday!
- Employee Assistance & Care Programs
- Additional perks & employee award programs
Hiring range (Hourly): $27.00 - $30.00
FSSI - Financial Statement Services Inc. Santa Ana, California, USA Office
3300 S Fairview St, Santa Ana, California, United States, 92704 7004
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