Billing & Operations Analyst

About the Role

We are seeking a highly organized, detail-oriented Billing (& Operations) analyst to  --  among other, smaller administrative tasks  --  process daily load sheets, enter operational data into MS Excel and create/send invoices to customers via QuickBooks Online (and, where applicable, charge [secured/encrypted] credit cards stored on-file).  This role is essential to operational accuracy, cash flow, and customer satisfaction.

Daily Responsibilities

• Retrieve each truck driver’s daily load sheets from a MS Outlook inbox
• Check-off the daily “received” sheet (which highlights any missing load sheets)
• Save & organize the files (load sheets, pictures, etc.) into the MS OneDrive folders
• Enter the data from the daily load sheets into our MS Excel “Tracker” docs
• Update the inventory stats in the MS Excel “Trackers”
• Update driver utilization stats in the MS Excel “Trackers”
• Use the Tracker data to create accurate invoices in QuickBooks Online
• Create/setup new customer accounts in QuickBooks Online, as needed
• Send invoices with standard phrasing (using the “Canned Billing Phrases” doc)
• Charge [secured, encrypted] credit cards to process a payment, where applicable
• Log issues/items where you need clarifications/answers in order to move forward
• Review the issues log for our internal teams’ clarifications/answers back to you

Weekly Responsibilities

• Comb through Trackers to look for any missing data or missed billings
• Close-out (“green check”) all inbox items (the LS@ inbox & the Billing@ inbox)
• Close-out any open issues in the issues log for closure
• Populate data into a few MS Excel reports to be reviewed by the internal team

Monthly Responsibilities

• Carefully review all load sheets and billing entries (again, looking for missed items)
• Organize OneDrive folders for upcoming weeks/months
• Comb-thru Trackers & inboxes (looking for any missed/open-items still outstanding)

Requirements

• Access to:
• Microsoft Outlook
• Microsoft OneDrive
• Microsoft Excel
• QuickBooks Online
• Strong Excel/Google Sheets capability
• Excellent written communication
• High attention to detail
• Reliable internet
• Ability to follow structured workflows independently

Preferred

• Strong/organized user of MS Outlook, OneDrive, Excel

(other web-based tools (i.e. Google Sheets, etc.) is a plus).

• Data entry & customer invoicing experience (a plus)
• Customer service mindset (a plus)

Benefits

• Salary: Php 22,000.00 / month

• Working Hours: Part-time, approx. 2–4 hours/day, Monday–Friday (15-20 hours a week)