Jobs Companies Financial Statement Services, Inc Billing Coordinator

About this Billing Coordinator role at Financial Statement Services, Inc

Financial Statement Services, Inc · Onsite · Santa Ana, California, United States

Who We Are:

Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S.

We are currently looking for an on-site Billing Coordinator to join our Accounting team in Santa Ana, CA. This role is responsible for processing billing and accounts receivable transactions. Our ideal candidate is detail-oriented, comfortable with accounting principles, and experienced in working with complex billing processes and codes.

Schedule: This role requires full-time, onsite presence, Monday through Friday, at our Santa Ana, CA location.

Your Essential Duties:

  • Reconcile billing reports & prepare customer billing
  • Process weekly and monthly customer invoices
  • Review and release invoices
  • Prepare daily cash report
  • Review price sheets
  • Upload invoices to websites
  • Mail/E-mail customer invoices
  • Setup customers in QSO and Solomon
  • Maintain all billing files and folders
  • Scan & file billing workpapers
  • Reconcile FedEx charges and prepare for billing
  • Retrieve, stamp and disseminate mail to Accounting, HR, and payroll teams

Secondary Duties:

  • Assists billing supervisor with collection calls / e-mails
  • Upload Positive Pay
  • Prepare deposit using remote deposit and scan incoming checks
  • Update accounting system by applying deposits to customer accounts
  • Other tasks as assigned

Requirements

What You Bring:

  • High school diploma or equivalent is required.
  • Three to five years related experience and training; or equivalent combination of accounting education and experience.
  • Experience working with complex billing codes preferred (examples include medical, insurance, manufacturing SaaS, utilities billing environments).
  • Netsuite experience is preferred.
  • Working knowledge of Excel.
  • Effective written and verbal communication skills with the ability to clearly communicate with all levels of management. 
  • Demonstrated ability to work independently, take initiative, and follow tasks through to completion.
  • Strong analytical, problem-solving, and organizational skills.

Benefits

Why Join Us?

  • Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.
  • Culture of CARE for our Employees: We offer strong, competitive benefit plans for our employees and their families.
  • Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.

Benefits include:

  • 401(k) & Roth + Employee Stock Ownership Plan
  • Medical, Dental, Vision & Life Insurance
  • Vacation, sick leave and paid holidays – including your birthday!
  • Employee Assistance & Care Programs
  • Additional perks & employee award programs

Hiring range (Hourly): $27.00 - $30.00

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About Financial Statement Services, Inc

FSSI is a full-service print-mail and electronic delivery outsourcing leader with over 45 years of experience specializing in high-volume communications. We serve clients in a broad range of industries – including many top-tier organizations – with unique communication needs. Our cross-industry expertise provides valuable insight and know-how to create highly-effective communications while enhancing document strategies with a variety of print-mail and electronic delivery technologies and solutions to meet any business objective – no matter how complex.

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