Senior Accounts Receivable Billing Specialist
Who you are:
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Senior Accounts Receivable Billing Specialist who will be responsible for supporting the accuracy and integrity of Geotab's billing operations - resolving billing inquiries, driving invoice accuracy, and contributing to continuous improvement across accounts receivable processes. If you love working with financial systems and are keen to join an industry leader - we would love to hear from you!
What you'll do:
As a Senior Accounts Receivable Billing Specialist, your key area of responsibility will be ensuring billing accuracy and integrity across Geotab's invoice-to-cash operations. You will be responsible for preparing, reviewing, and posting manual billings, credit notes, and billing adjustments in Dynamics 365, validating invoices prior to distribution, supporting month-end close activities, and assisting with billing setup for new customers. You will also need to investigate and resolve billing inquiries from customers, partners, and internal stakeholders, analyze billing data to identify recurring patterns and systemic issues, and contribute to the development of process documentation and SOPs. You will need to work closely with Collections, Cash Application, Sales, Revenue Operations, and Customer Success teams to support clean hand-offs and the resolution of contract-to-invoice discrepancies.
To be successful in this role you will be a detail-oriented, collaborative problem-solver who communicates billing details with clarity and professionalism. In addition, the successful candidate will have a strong command of D365 Finance & Operations, a solid understanding of B2B billing workflows, and the ability to thrive in a maturing, fast-paced finance environment.
How you'll make an impact:
Prepare, review, and post manual billings, credit notes, and billing adjustments in Dynamics 365 in accordance with internal controls, approval workflows, and revenue recognition policies.
Review and validate invoices for accuracy prior to distribution, identifying and correcting errors at the source to prevent downstream disputes and collections activity.
Support accurate billing setup for new customers, ensuring subscription terms, pricing, and billing cycles are correctly configured at activation.
Assist with month-end close activities, including billing accruals, account reconciliations, and audit support.
Support the resolution of billing inquiries from customers, partners, and internal stakeholders, investigating root causes and resolving standard discrepancies with accuracy and professionalism; escalating complex issues as appropriate.
Research billing discrepancies and misapplied charges; coordinate with the Collections and Cash Application teams to ensure complete and accurate account resolution.
Collaborate with Sales, Revenue Operations, and Customer Success to support the resolution of contract-to-invoice discrepancies; escalates billing-related blockers to the appropriate team or manager.
Support Geotab global strategic initiatives as required.
Analyze billing data to identify patterns and recurring error sources; escalate systemic issues and support process improvements to improve upstream billing accuracy.
Contribute to the development of internal billing SOPs, process documentation, and training materials to support team consistency and knowledge transfer as the billing function matures.
What you'll bring to this role:
Bachelor's degree in Finance, Accounting, Business Administration, or a related field; equivalent combination of education and/or work experience in a related field may be substituted.
5+ years of progressive experience in accounts receivable, billing, or a related finance function in a B2B SaaS environment.
Experience processing and posting credit notes, billing adjustments, and invoice corrections.
Demonstrated hands-on experience with D365 Finance & Operations or a comparable ERP system in a billing or AR capacity.
Experience supporting billing inquiries and customer-facing communications.
Working knowledge of invoice-to-cash processes, credit memo workflows, and billing adjustment procedures in a B2B environment.
Proficiency in analyzing billing data to identify trends, error patterns, and process gaps.
Ability to collaborate cross-functionally with Collections, Cash Application, Sales, Revenue Operations, and Customer Success teams and build effective working relationships across functions without direct authority.
Strong attention to detail with the ability to translate billing details into clear, professional explanations for customers, partners, and non-finance stakeholders.
Comfortable working in an environment where processes are still being formalized, with the ability to contribute to process improvements that support accuracy and scalability.
