Our client, an established Ottawa-based managed technology services organization, is looking for a Billing Analyst / Client Account Coordinator to join its administration and accounting team.
This is not a traditional back-office billing position. The successful candidate will combine strong numerical and accounting skills with client relationship management, technology awareness and an interest in process automation.
The person will work directly with customers on billing, licensing and account matters while helping improve and automate internal processes.
Key Responsibilities
- Prepare and issue recurring customer invoices accurately and on time
- Review billing information, service agreements and account details for completeness and accuracy
- Perform regular billing reconciliations and identify missed or incorrect charges
- Meet with customers to review invoices, licensing, services, project costs and related account matters
- Support Microsoft licensing administration, renewals and customer licensing reviews
- Assist with procurement activities and vendor coordination
- Track project costs, milestones and related billing requirements
- Maintain accurate billing and customer account records
- Work with QuickBooks and other business systems used for invoicing and accounting
- Use strong Excel skills for reconciliation, analysis and reporting
- Help develop and improve workflows that connect multiple systems involved in billing and account management
- Identify opportunities to automate repetitive administrative and billing processes
- Use AI-enabled tools and workflow technologies to improve efficiency where appropriate
- Work with systems that support APIs and integrations as the organization continues to modernize its processes
- Build strong relationships with clients and communicate confidently in regular customer meetings
Required Experience
- Approximately 5+ years of relevant billing, accounting, finance, customer account or related experience
- Strong numerical aptitude and attention to detail
- Experience with invoicing and account reconciliation
- Strong Excel skills
- Comfortable communicating directly with customers
- Ability to explain invoices, services and account information clearly
- Strong organizational and problem-solving skills
- Comfortable working within a technology-focused organization
- Ability to learn technical concepts, products and services quickly
- Robust interpersonal skills and a proactive, relationship-oriented approach
Additional Assets
- QuickBooks experience
- Microsoft licensing experience
- Procurement experience
- Experience supporting technology or managed-services organizations
- Exposure to APIs, system integrations or workflow tools
- Experience with Power Automate or similar automation platforms
- Familiarity with AI-enabled productivity or process-automation tools
- Basic programming or scripting knowledge
- Experience supporting project billing, milestones or professional services accounts
The successful candidate should be interested in a long-term permanent opportunity and legally authorized to work in Canada.