Accounting & Billing Specialist

*LOCAL CHICAGOLAND CANDIDATES ONLY - THIS IS AN ONSITE ROLE AND DOES NOT OFFER RELOCATION*
Account & Billing Specialist
Aqueity, a leading IT managed services provider, is seeking a detail-driven and organized Accounting & Billing Specialist to join our growing Finance team. In this role, you’ll support general accounting functions with a focus on billing, accounts receivable, and general ledger activities. You’ll also be responsible for reconciling statements, maintaining financial records, and assisting with the preparation of reports. This is an excellent opportunity for someone who thrives in a fast-paced environment and values accuracy, efficiency, and continuous improvement in financial operations.
Duties/Responsibilities:

• 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

• 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

• Associate degree or bachelor's in accounting, finance, or related field
• 2+ years in accounting or finance-related role

• Competitive salary based on experience
• Health, dental, and vision insurance
• Performance-based bonuses and incentives
• Supportive and collaborative work culture
• Professional growth and advancement opportunities
• On-the-job training and mentorship