Portal Specialist (Billing and invoicing)

We are a team of highly motivated and talented people who are responsible for the accurate, timely and efficient Invoice generation globally. You will review contracts for accuracy before generating client Invoices to comply with established SOX (Sarbanes Oxley) policy, and country specific laws and will submit invoices on clients portals.

• Review customer orders and generate invoices within defined SLA. Invoices processed with a minimum of 95% accuracy
• Electronically retrieve client Purchase orders from E- Portals
• Electronically submit generated invoices through client E- Portals
• Follow up with Sales for purchase orders and signed agreements for letter of intent bookings
• Understand and adhere to all corporate guidelines for 30+ country and state specific billing invoicing regulations, tax rules and exemptions
• Resolving clients invoicing/other queries by taking calls with sales/collection/client(s)

• Review Invoicing Work-In-Progress report for accuracy, provide feedback on potential issues and recommend potential edits for the Order Management team

• Complete Billing and Invoicing Check List. Manage and maintain large datasets of action items. Work with Business units if key data points are missing ensuring Gartner maximizes invoicing accuracy for the month / quarter
• Enter all specific Client billing data (Tax IDs, exemption data, Purchase Order Numbers, Invoice Customization) into OPI (Order Processing Invoicing) system, update and invoice clients in accordance with the contractual terms
• Work closes with cash applications to ensure payments and credits are properly applied, tax team to ensure all tax guidelines are understood and followed, order management to ensure booking data is updated and accurate, collections to ensure billing and invoice data is received and accurate.
• Electronically file all emails and billing documentation (Invoices, exception certificates, purchase orders, requests, and approvals) in Sharepoint
• Create and manage proforma invoices per corporate guidelines and ensure 100% record keeping
• Keep and update accurate and detailed billing Manual for each supported region.

• Graduate degree, postgraduate in finance (MBA) preferred
• 1-3 years of experience in one of the following areas: Financial Data Entry, Billing, or Order Processing/Order to cash , AP/AR
• Good with Invoice generation in AR and working knowledge of Client portals preferred
• Proficient in all Microsoft Software, Oracle and Salesforce working knowledge a plus
• Advanced expertise in Microsoft Excel and Reporting
• Ability to identify areas for improvement and propose innovative solutions.
• Excellent time management skills and ability to meet tight deadlines
• Excellent customer service skills
• Strong analytical and problem-solving skills; Attention to detail