ABOUT THE BUSINESS
We are a growing U.S.-based organization focused on delivering high-quality services to our clients while building efficient, reliable systems to support continued growth. As our operations expand, accurate financial reporting, timely billing, and strong client communication are essential to keeping the business running smoothly and maintaining a high level of service.
We've partnered with Handoff to bring on board a highly organized and detail-oriented Reporting & Invoicing Specialist to take ownership of recurring client reporting and billing processes. You'll prepare monthly referral fee reports, generate and distribute invoices, reconcile Stripe transactions, maintain accurate financial records, and help resolve billing discrepancies. This role is ideal for someone who is highly comfortable with Excel, takes accuracy seriously, communicates professionally in English, and can independently manage recurring deadlines with consistency.
RESPONSIBILITIES
Client Reporting & Invoicing:
- Prepare and distribute accurate monthly referral fee reports to clients.
- Generate, review, and email client invoices using Excel and other reporting tools.
- Ensure all monthly reports and invoices are completed and delivered within established deadlines.
- Verify referral fee calculations and investigate discrepancies when needed.
Payment Reconciliation & Financial Records:
- Perform Stripe credit card reconciliations and assist with payment reconciliation.
- Maintain accurate billing records and supporting financial documentation.
- Review financial information for accuracy and identify inconsistencies or missing information.
- Maintain confidentiality of client and financial information.
Client & Internal Communication:
- Respond professionally to client questions regarding invoices, payments, and reporting.
- Communicate clearly with U.S.-based clients and internal teams.
- Collaborate with internal teams to gather reporting data and resolve billing issues.
- Prepare professional emails and financial reports in English.
Process Improvement & Administrative Support:
- Identify opportunities to improve reporting and invoicing accuracy and efficiency.
- Help maintain organized financial and billing workflows.
- Perform additional administrative and accounting support duties as assigned.
ABOUT YOU
- 2+ years of experience in billing, invoicing, accounting support, financial reporting, or a related administrative role.
- Advanced proficiency in Microsoft Excel, including formulas.
- Excellent written and verbal English communication skills.
- Strong attention to detail and financial accuracy.
- Excellent organizational and time-management skills.
- Ability to manage recurring monthly deadlines with minimal supervision.
- Strong analytical and problem-solving skills.
- Professional, dependable, and self-motivated.
- Comfortable working independently in a remote environment.
NICE TO HAVE
- Experience with Stripe or other online payment platforms.
- Experience reconciling credit card transactions and financial reports.
- Previous experience working remotely for a U.S.-based company.
- Experience communicating directly with U.S.-based clients.
WHY YOU’LL LOVE IT
- Work remotely: Enjoy a fully remote position while working with a growing U.S.-based organization.
- Own your work: Take ownership of important recurring financial processes and become a reliable part of the team's operations.
- Build your expertise: Gain valuable experience working with U.S.-based clients, financial reporting, billing, and payment reconciliation.
- Make an impact: Your accuracy and consistency will directly contribute to smoother operations and stronger client relationships.
- Collaborative environment: Work alongside a supportive team that values accountability, communication, and continuous improvement.