Jobs · Education · California

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

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