Billing Specialist

Job Summary

The Billing Specialist is a key contributor to New Era Technology's Finance Operations team, responsible for managing the end-to-end client invoicing process across a range of transaction types including projects, recurring agreements, product orders, and field service and deployment engagements. This role is critical to ensuring billing accuracy, supporting revenue recognition compliance, and delivering a professional invoicing experience to New Era Technology's clients.

The ideal candidate is detail-oriented, comfortable working with billing and ERP systems in a fast-paced environment, and capable of interpreting contractual terms to ensure invoices are accurate, compliant, and issued on time. Experience in an IT services, managed services, or technology infrastructure billing environment is strongly preferred.

Primary Duties & Responsibilities

Invoice Generation & Billing Execution

• Manage the assigned invoicing board within ConnectWise, ensuring all billable items are identified, staged, and processed accurately and on schedule.
• Generate client invoices across a range of transaction types including project milestones, recurring service agreements, product and hardware orders, and field service engagements.
• Review and validate billing transactions prior to invoice issuance, confirming alignment with contracted scope, approved purchase orders (POs), and customer-specific billing requirements.
• Verify that billed amounts are consistent with incurred costs of goods sold (COGS) and conform to applicable revenue recognition rules before releasing invoices.

Quality Audit & Billing Accuracy

• Perform pre-invoice quality audits to confirm billing accuracy, documentation completeness, and compliance with contract terms and internal billing standards.
• Validate invoice line items, quantities, descriptions, and amounts against source records including sales orders, service tickets, project milestones, and agreement terms.
• Identify and escalate discrepancies between approved billing, incurred COGS, and contract entitlements prior to invoice distribution.