Billing Specialist
Yandell Companies · Benicia, CA · 2 mo ago
On-siteEducationFull-time
Key Responsibilities
- Process and generate customer invoices through McLeod based on load data, rate agreements, and supporting documentation.
- Review load details for accuracy and completeness prior to invoicing.
- Ensure that all required documents (e.g., proof of delivery, rate confirmations) are attached and meet billing standards.
- Maintain billing records and documentation in accordance with company policy and audit requirements.
- Upload invoices to customer portals and/or email them as required.
- Aid in billing-related reporting, audits, and internal process improvements.
- Maintain a working knowledge of customer-specific billing instructions and compliance requirements.
- Support month-end closing activities related to revenue and billing.
Qualifications
- High school diploma or equivalent required; post-secondary education in Accounting, Business, or a related field is a plus.
- 2+ years of billing experience, preferably in the transportation or logistics industry.
- Prior experience using McLeod software is a plus but not required. Training can be provided. Must be a quick learner.
- Familiarity with EDI invoicing or customer-specific upload procedures is beneficial.
Work Environment and Physical Requirements
- Office Setting; Prolonged periods of sitting at a desk and working on a computer.
- Occasionally work extended hours during billing close or high-volume periods.
Benefits
- Medical, Dental, & Vision Benefits (basic medical plan, 100% covered by the company for the employee only)
- FSA/HSA
- 7 Paid Holidays
- Paid Time Off / Sick Leave
- 401(k) Retirement Plan plus Company Match (according to plan rules)
- Basic Company sponsored Life Insurance
- Employee Assistance Program
- Additional Voluntary Programs