Managed Services : Billing Administrator at First Technology

• The Managed Services Billing Administrator ensures the accurate and timely execution of financial, billing, and quoting processes across the Remote Managed Services (RMS) and First Secure (FS) divisions. This detail-oriented role involves managing recurring billing schedules, forecasting revenue, software license costing, contract administration, and resolving ad hoc billing queries to maintain financial accuracy and excellent client service.

Role and Responsibilities

Have an intermediate to advanced level of experience and understanding in the following areas:

• Financial forecasting and revenue tracking
• Technology and software license costing (e.g., Halo, J2, Sendmarc)
• Complex billing schedule management and reconciliation

Have the ability to perform the following functions:

• Billing & Costing: Execute recurring monthly billing for RMS and FS, including device alignment billing, timesheet costing and overtime costing.
• Forecasting & Reporting: Check financial figures and calculate/update weekly and monthly revenue forecasts for management.
• Invoicing & Credits: Generate proforma invoices (e.g. Global, UK Billing), check schedules for outstanding billing, and process account credits accurately within the RMS Manager.
• Quoting & Contracts: Generate ad hoc client quotes and manage the submission and tracking of contracts via Adobe Sign.
• System Administration: Maintain and update platforms like Halo with accurate renewal dates and account owner information.
• Reconciliation: Manage the transfer of revenue and stock codes between sister divisions
• Query Resolution: Act as the primary point of contact for ad hoc billing queries and attend necessary divisional meetings.
• Process Automation: Actively identify and drive the automation of high-effort, repetitive billing and reporting tasks to improve overall divisional efficiency.

Qualifications and Education Requirements

• Grade 12 – Required
• Relevant Certificate, Diploma, or Degree in Finance, Accounting, Bookkeeping, or Business Administration – Beneficial
• Experience with IT/Managed Services billing platforms (e.g., Halo) – Beneficial

Preferred Skills

• High level of proficiency in Microsoft Excel and financial data entry.
• Exceptional attention to detail and numerical accuracy.
• Excellent written and verbal communication by following email etiquette best practice.
• Ability to work independently and unsupervised.
• Ability to work in a multi-tenanted/multi-divisional environment.
• Strong organizational skills to manage daily, weekly, and monthly recurring administrative tasks.
• 1-2+ years of experience in a similar financial administration or billing role.