Companies in this catalog do not charge applicants. Never send money to apply.
This is a remote position.
About Berkeley
For over 10 years we've partnered with Canada's largest banks to help 1000+ corporate clients simplify and scale their mass payouts to drive business outcomes. Our branded money programs are used to pay people rewards, commissions, shopper rebates, insurance benefits, goodwill campaigns, emergency funding, and more.
We're a growing company and our employees enjoy engaging and interactive work, challenging career opportunities and a collaborative team-based culture. We offer a casual work environment, competitive salaries, excellent health and dental benefits and more. We also offer opportunities and support for ongoing learning, growth, and career development. Berkeley is a remote company located in Toronto.
The Opportunity
We’re looking for a Billing & Collections Specialist to own the full billing lifecycle from month-end invoicing and collections through to reconciliation and new-program setup. This is a hands-on role at the center of how Berkeley bills its clients and recovers revenue.
Your defining mandate is billing automation. With tens of billing line items driven by a wide array of billing drivers, our invoicing is complex—and today it’s largely manual. We want someone who will not just run the billing cycle, but re-engineer it: standardize how we invoice, translate our billing logic into rules a system can execute, and build the templates, integrations, and controls that move us from manual invoicing to a scalable, automated engine. This is the single most important outcome of the role.
You’ll thrive here if you’re equally comfortable issuing an accurate month-end invoice, chasing down an aged receivable, and designing the workflow that makes both faster next quarter. You bring a data-driven, business-minded lens—you look at billing as a system to be measured, optimized, and automated, not just a task to be completed.
What You’ll Do
Billing Automation & Process Design (Primary Focus) Drive the hands-on work of moving from manual invoicing to an automated billing engine—the central objective of this role—with guidance from Finance leadership.
Map and standardize billing logic across 40+ line items and their varied billing drivers, translating contract terms into rules that can be executed systematically.
Create and maintain invoicing templates, and design scalable, low-touch workflows that reduce manual input, cut cycle time, and increase accuracy.
Partner with Finance leadership and the Tech team to specify, test, and roll out billing automation tooling and integrations across QuickBooks Online, Payhub, and client A/R platforms.
Document billing processes and build controls that make the automated cycle auditable and repeatable.
Billing & Invoicing
Prepare and issue month-end client invoices, and close any gaps between the associated cost and revenue GLs.
Set up billing for new contracts and programs, interpreting client agreements (MSAs, CPAs, amendments, and change requests) to confirm which fees apply, at what rate, and on what periodicity and index those terms against the billing matrix.
Investigate and resolve invoicing discrepancies, pricing variances, and billing disputes.
Reconcile billed amounts to processor and issuer activity so invoices tie to actual card and transaction volumes, flagging variances beyond the materiality threshold.
Guard against revenue leakage and ensure every billable activity across the line-item catalog is captured and invoiced accurately.
Prepare client statements of account.
Collections & Receivables
Own the accounts receivable ledger, aging schedule, and collections follow-up cadence; apply cash receipts and investigate short payments.
Design and run a structured reminder sequence to recover outstanding balances while preserving client relationships.
Recommend escalations, payment plans, and write-offs where appropriate.
Client Funds & Settlement
Fulfil routine client funding, fund transfer, and invoice settlement requests.
Settle invoices by credit card.
Reporting, Close & Controls
Track and report on billing and collections KPIs: DSO, aging, collections effectiveness, and revenue leakage, to the VP Finance, including aging summaries and variance commentary that states direction and driver.
Support month-end close: prepare billing support, reconcile billing to the GL, and document balances.
Maintain accurate records and support internal and external audits, given the role moves client funds.
Key Projects
Implement annual price increases in line with contractual workflows, including track effective dates and escalation terms, apply increases accurately across affected clients and programs, and communicate changes.
Partner with the FP&A team to provide the invoice data and analytics needed to assess Program and Client performance.
Mailbox & Request Management
Own and triage the shared accounting mailbox.
Manage a high volume of ad hoc client and internal requests across multiple platforms, prioritizing accuracy and responsiveness.
Act as a liaison between Finance and Sales/CSM on contract-to-bill setup, ensuring new deals are billed correctly from day one.
Requirements
Who We’re Looking For
This role moves client funds and issues invoices tied to specific contract terms, so a high bar for accuracy and detail is non-negotiable. Above all, we’re looking for someone with a knack for streamlining billing processes and a strong appetite for building the foundation for automation and who approaches billing as a data-driven system to be measured and optimized.
2–3 years of experience in billing, collections, accounts receivable, or a related finance function.
A business, accounting, or finance background, ideally data-driven—comfortable analyzing billing data, tracking metrics, and drawing conclusions from the numbers.
Hands-on experience streamlining manual processes or building toward automation (e.g., templates, Excel macros, workflow or AI tools).
Working knowledge of QuickBooks Online, ERP experience such as NetSuite a bonus Strong Excel skills (e.g., pivot tables, lookups, and comfort structuring large datasets).
Comfort reading contract fee schedules and translating them into invoice line items.
Exposure to SQL (MySQL) for querying transaction data is an asset.
Strong written communication skills.
Comfortable managing a high volume of ad hoc requests across multiple platforms at once.
Ability to learn multiple platforms on the job—Metabase (internal reporting), Zoho CRM (client and contract records), Google Workspace, Payhub (client fund movement), and Ariba and Coupa (client-side A/R invoicing).
High attention to detail, given the role moves client funds and issues invoices tied to specific contract terms.
Payments or fintech industry experience is an asset, not a requirement.
