Client Invoicing Coordinator

About the role

The Client Invoicing Coordinator serves as the headquarters-based control point for assigned client invoicing activities and coordinates daily with the India-based offshore production team, Corporate Accounting, Treasury, Client Services, Information Technology, and Global Financial Services invoicing team leadership. The position is responsible for driving completion of assigned invoicing tasks according to established client specific business process and schedules; conducting final quality review, coordinating with onsite Invoicing Analysts for issue resolution, and release coordination for client invoices via the client agreed delivery methodology; maintaining process documentation and control evidence; coordinating training and resolving production issues; monitoring open receivables alongside Frisco-based AR Management team members; supporting timely resolution of client inquiries; validating the application of client payments in coordination with local cash receipts team members; and maintaining balanced and audited assigned client receivable ledgers. The Coordinator also serves as the primary business representative for user acceptance testing and change-management activities affecting assigned client groups. Regular on-site interaction with headquarters-based stakeholders is essential to resolve time-sensitive exceptions, coordinate financial close and payment activities, safeguard confidential financial information, and provide immediate operational support during critical billing cycles.

Responsibilities

• Coordinate daily with the India-based production team and headquarters-based stakeholders to ensure assigned billing processes follow approved procedures, client-specific billing-cycle schedules, standard processes, service-level requirements, reporting standards, and change-management controls.
• Lead same-day escalation and resolution of production exceptions requiring input from Corporate Accounting, Treasury, Client Services, Information Technology, or Global Financial Services leadership.
• Perform the final quality review of invoices received from offshore specialists using approved checklists; validate supporting documentation, client-specific billing requirements, accounting treatment, and required approvals; coordinate correction of incomplete or inaccurate information with on-site Client Invoicing Analysts; and confirm invoices are authorized for release through the client-approved delivery method within established deadlines.
• Maintain evidence that all applicable SOC and operational controls are completed for assigned caseloads and deliverables; coordinate headquarters responses to internal and external audit requests