Billing and Accounting Specialist
The Mom Project
Accounting & Finance
Downers Grove, IL, USA
Posted on Jan 31, 2026
Core Responsibilities
General Accounting & Billing
Required:
General Accounting & Billing
- Maintain and reconcile the general ledger accounts
- Sync customer invoices and payments between ConnectWise and QuickBooks
- Support customer agreement setup and maintenance in ConnectWise
- Preparing invoices through ConnectWise based on billing cycle
- Monthly reconciliation of bank statements and credit card statements
- Monitor customer account details for non-payments, delayed payments, and discrepancies
- Reconcile vendor and customer statements
- Conduct follow-ups on overdue invoices and manage collection activities
- Follow-up, collection, and allocation of payments
- Collaborate with Procurement team for cross-functional coverage
- Maintain customer financial information and status in ConnectWise
- Respond to customer billing inquiries and resolve discrepancies
- File, organize, and maintain accounting documentation
- Understand processes in ConnectWise by completing assigned training materials in ConnectWise University
- Perform other accounting activities as required
Required:
- Mastery of general office applications including Microsoft Outlook, Word, and Excel (manipulating large data, pivot tables)
- Experience with QuickBooks
- Strong knowledge of general ledger and accounts receivable functions
- Quick learner with passion for numbers, problem-solving, and mastering new skills/software
- Strong written and verbal communication skills
- Self-motivated with the ability to thrive in a fast-paced work environment
- Experience with ConnectWise
- Prior work with service-based billing or IT services a plus
- Familiarity with time tracking and agreement-based invoicing
- Associate degree or bachelor's in accounting, finance, or related field
- 2+ years in accounting or finance-related role
- Competitive pay based on experience
- Supportive and collaborative work culture
- Professional growth and advancement opportunities
- On-the-job training and mentorship