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Billing & Operations Analyst
Billing & Operations AnalystAristo Sourcing • Cincinnati, OH, US
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Billing & Operations Analyst

Billing & Operations Analyst

Aristo Sourcing • Cincinnati, OH, US
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Billing Operations Analyst

We are seeking a highly organized, detail-oriented Billing & Operations analyst to among other, smaller administrative tasks process daily load sheets, enter operational data into MS Excel and create / send invoices to customers via QuickBooks Online (and, where applicable, charge [secured / encrypted] credit cards stored on-file). This role is essential to operational accuracy, cash flow, and customer satisfaction.

Daily Responsibilities

  • Retrieve each truck driver's daily load sheets from a MS Outlook inbox
  • Check-off the daily "received" sheet (which highlights any missing load sheets)
  • Save & organize the files (load sheets, pictures, etc.) into the MS OneDrive folders
  • Enter the data from the daily load sheets into our MS Excel "Tracker" docs
  • Update the inventory stats in the MS Excel "Trackers"
  • Update driver utilization stats in the MS Excel "Trackers"
  • Use the Tracker data to create accurate invoices in QuickBooks Online
  • Create / setup new customer accounts in QuickBooks Online, as needed
  • Send invoices with standard phrasing (using the "Canned Billing Phrases" doc)
  • Charge [secured, encrypted] credit cards to process a payment, where applicable
  • Log issues / items where you need clarifications / answers in order to move forward
  • Review the issues log for our internal teams' clarifications / answers back to you

Weekly Responsibilities

  • Comb through Trackers to look for any missing data or missed billings
  • Close-out ("green check") all inbox items (the LS@ inbox & the Billing@ inbox)
  • Close-out any open issues in the issues log for closure
  • Populate data into a few MS Excel reports to be reviewed by the internal team

    • Monthly Responsibilities

  • Carefully review all load sheets and billing entries (again, looking for missed items)
  • Organize OneDrive folders for upcoming weeks / months
  • Comb-thru Trackers & inboxes (looking for any missed / open-items still outstanding)
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