Overview
The Account Finance Specialist is responsible for managing billing and financial processes for a portfolio of national and strategic accounts, ensuring accuracy, timeliness, and compliance with established policies and controls. This role includes preparing and issuing invoices, analyzing and resolving discrepancies, processing adjustments, maintaining account records, and supporting collections activities
Compensation: $60,000 - $70,000 annual salary (US Dollars)
The pay listed is the salary range for this position. Any specific offer will vary based on the successful applicant’s education, experience, skills, abilities, geographic location, and alignment with market data. You may be eligible to participate in a Company incentive or bonus program
Benefits: ABM offers a comprehensive benefits package. For information about ABM’s benefits, visit
ABM Employee Benefits | Staff & ManagementResponsibilities
- Maintain an account control workbook (ACW) for each account assigned.
- Prepare and generate accurate and timely invoices for multiple service types across a variety of bill cycles for assigned portfolio of National/Strategic Accounts customers.
- Review data, resolve discrepancies, and enter all start/change and cancellation data into system for assigned portfolio of accounts, new job setup.
- Analyze and process all invoice adjustments requests (NAAF form), including review and verification of information for accuracy, reasonableness, and compliance with National/Strategic SOX policy.
- Serve as first point of contact, support and subject matter expert for Client Experience Account Managers (MCX), FP&A partners and Branch Managers, answering inquiries, reviewing billing, identifying process, or training issues and recommending solutions.
- Work closely with Cash Applications, Sales, MCXs and Operations to ensure completeness of billing data and accuracy of invoices and collection assistance.
- Immediately following billing, place copies of all monthly billing records on the organization SharePoint site.
- Review and resolve unapplied cash upon notification of receipt.
- Review aging reports with MCXs, Senior Director of CX, and responsible Operations management at least monthly.
- Collection efforts to resolve unpaid/past due items on assigned account(s), which might involve research and direct communication with a client.
- Maintain the accuracy of account-level billing procedures by making prompt changes to the documentation and playbooks.
- Ensure all responsibilities are executed in compliance with policies and procedures, maintaining a set standard for the Client Experience Team.
- Attend all mandatory training programs, meetings and remain current on changes with policies and procedures.
- Maintain complete and organized hard and soft copy files and audit trails on each assigned National/Strategic Account for assigned portfolio.
- Miscellaneous duties as assigned.
Qualifications
- Minimum of 5 years billing experience in a fast-paced, high volume, deadline-driven environment.
- Bachelor’s Degree preferred in Business Administration, Finance, Accounting, or other business-related discipline.
- Highly proficient with spreadsheet software and MS Office applications, i.e., Word, Excel, PowerPoint, Access, Visio, Outlook.
- Solid knowledge of standard billing practices, general accepted accounting principles (GAAP) and Sarbanes-Oxley controls.
- Ability to multi-task and complete responsibilities on time with a high degree of accuracy and attention to detail.
- Ability to work both independently and as a part of a team with minimal supervision.
- Oracle ERP experience highly preferred.
- Must be able to communicate effectively written and verbally.
- Must be able to take directions from management and have prior experience working with more than one member of an overall management team.
- Must be dependable and able to work overtime as required to meet deadlines.
