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)

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) Salary: Php 22,000.00 / month Working Hours: Part-time, approx. 2–4 hours/day, Monday–Friday (15-20 hours a week)