Billing and Operations Clerk

Overview:

The Entry-Level Operations & Billing Administrative Assistant supports the operations and finance teams by preparing customer reports, auditing rates for accuracy, and ensuring timely and correct billing. This role is ideal for someone detail-oriented, analytical, and ready to learn the financial and operational side of the business.

Responsibilities:

Financial & Customer Reporting

- Prepare and update routine customer reports related to operations, billing, and service activity.

- Pull data from internal systems and verify accuracy before distributing reports to internal teams or customers.

- Assist in maintaining reporting templates, dashboards, and databases.

Rate Auditing & Billing Accuracy

- Review customer rate tables, contracts, and billing rules to verify they are applied correctly.

- Audit billing data for discrepancies, errors, or missing information.

- Investigate billing issues and work with operations, accounting, or customer service teams to resolve them.

- Track recurring billing adjustments and ensure corrections are documented.

Operational Support

- Assist operations with gathering data needed for performance analysis or cost reviews.

- Maintain organized records of customer rates, billing histories, and audit results.

- Support internal teams with administrative tasks related to billing cycles and customer accounts.

Administrative Tasks

- Perform data entry, file management, and document preparation.

- Help respond to internal inquiries related to billing or reporting.

- Maintain accurate and timely updates to spreadsheets, logs, and tracking tools.

Qualifications:

Required

- High school diploma or equivalent; associate degree or some college preferred.

- Strong attention to detail and comfort working with numbers.

- Basic proficiency in Excel (sorting, filtering, formulas) and other office tools.

- Good communication skills and ability to follow detailed processes.

- Strong organizational skills and ability to handle repetitive tasks accurately.

Preferred

- Experience in billing, data entry, customer reporting, or administrative operations (internship or entry-level experience is fine).

- Familiarity with ERP or billing systems (not required but a plus).

- Comfort working with financial data and customer accounts.

Key Competencies

- Accuracy & attention to detail

- Analytical mindset

- Time management

- Professional communication

- Customer-focused support

- Reliability and accountability

- Ability to learn financial and operational systems