Billing Specialist

phData is revolutionizing the data industry. As thepremier data services provider specializing in Machine Learning and AI services for data and application modernization, we partner with the premier technology companies across the modern data platform like Snowflake, AWS, Azure, Fivetran, GCP and dbt to deliver cutting-edge services and solutions. We're committed to helping global enterprises overcome their toughest data challenges. Even though we're growing extremely fast, we maintain a casual, exciting work environment. We hire top performers and allow you the autonomy to deliver results.

phData is a remote-first global company with employees based in the United States, Latin America and India. We celebrate the culture of each of our team members and foster a community of technological curiosity, ownership and trust. Even though we're growing extremely fast, we maintain a casual, exciting work environment. We hire top performers and allow you the autonomy to deliver results.

• 4x Snowflake Partner of the Year (2020, 2021, 2022, 2023)
• Fivetran, dbt, Atlation, Matillion Partner of the Year
• #1 Partner in Snowflake Advanced Certifications
• 600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, etc)
• Recognized as an award-winning workplace in US, India and LATAM
• Inc 5000 Fastest Growing US Companies (2020-2023)

Overview:

phData is seeking a highly skilled and detail-oriented person to be an integral part of the Finance team and will focus on three areas: Billing, LATAM Payroll and Accounting, and Accounts Payable.

This is a unique position that will support both our US and local Uruguay entities. You will work closely with our US-based Finance team supporting US Accounts Receivable and Accounts Payable processes and transitioning the LATAM entity’s payroll and accounting in-house.

The Billing & Accounting Specialist is responsible for our invoicing and collections processing and will also manage our local Uruguay entity’s accounting and payroll. In addition, other hands-on duties will include accounts payable processing, spend management, and local process development.

Responsibilities:

Billing - US (50%)

• Prepare and submit invoices for billable projects and marketing events
• Effectively communicate with Project Managers (PMs) and Account Executives (AEs) regarding contract documents, purchase orders, change orders, approvals, and any requests related to billing.
• Work with manager to resolve customer and PM billing inquiries
• Follow up with customers on outstanding accounts receivable
• Reporting accounts receivable aging and collection notes to executive management
• Reconcile general ledger with invoicing system (Kantata)
• Record daily cash receipts

LATAM Payroll and Accounting (40%)

• Prepare and run local monthly payroll
• Manage expense reimbursement process
• Process and pay local vendor invoices
• Reconcile monthly bank statements
• Prepare monthly reporting package for US finance team
• Assist US finance team with local US GAAP adjustments and yearly financial audit.
• Migrate local books from outsourced accounting service to internal accounting software
• Manage any tax reporting and other local reporting requirements
• Partner with Uruguay counsel to ensure statutory compliance

Accounts Payable - US (10%)

• Review, process and obtain approval for vendor invoices
• Record payments into US general ledger
• Manage vendor records with up to date information
• Assist with year-end US Form 1099 process

Qualifications:

• An Associate’s degree or Bachelor’s degree in a relevant field will be considered a plus.
• Experience with A/R, A/P, Invoicing, Reconciling, Internal Controls and/or General Accounting
• At least one year of prior payroll processing experience. Experience with a professional services firm is a plus.
• At least one year of prior experience in billing and collections. Experience with Mavenlink or other billing and time-tracking software is a plus.
• Experience with customer invoicing portals such as Ariba, Coupa
• Experience with Quickbooks or other accounting software
• Experience in Google Sheets (or Microsoft Excel) and overall Google Suite exposure

Desired Skills - Technical & Personal:

• Strong computational ability and attention to detail
• Strong organizational and time management skills, with experience in managing payroll deadlines and a consistent schedule
• Ability to work efficiently and independently, prioritize job responsibilities
• Proactive approach to work and taking appropriate action without waiting
• High-level proficiency with spreadsheets (Excel and Google Sheets)
• Ability to work in a team environment

phData celebrates diversity and is committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at phData. We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at People Operations.