Biller and AP Associate (on-site)
Benicia, CA
Full Time
Mid Level
Yandell Companies is seeking a detail-oriented Biller and AP Associate to join our finance team. This is a great opportunity for someone looking to grow their accounting career in a fast-paced, evolving environment.
They will be responsible for preparing, reviewing, and submitting customer invoices in a timely and accurate manner, using McLeod software and other internal systems. This role supports the finance and operations teams by ensuring all billing data is complete and compliant with internal and client-specific requirements.
________________________________________
Key Responsibilities:
• Process and generate customer invoices through McLeod based on load data, rate agreements, and supporting documentation.
• Review load details for accuracy and completeness prior to invoicing.
• Ensure that all required documents (e.g., proof of delivery, rate confirmations) are attached and meet billing standards.
• Monitor unbilled loads and proactively resolve issues to prevent delays in revenue recognition.
• Communicate with internal departments (Dispatch, Customer Service, AR, etc.) to resolve discrepancies and gather missing information.
• Maintain billing records and documentation in accordance with company policy and audit requirements.
• Upload invoices to customer portals and/or email them as required.
• Assist with billing-related reporting, audits, and internal process improvements.
• Maintain a working knowledge of customer-specific billing instructions and compliance requirements.
• Support month-end closing activities related to revenue and billing within the month end and contract driver deadlines.
________________________________________
Required Knowledge, Skills, and Abilities:
• Software Proficiency:
o Strong working knowledge of McLeod Software (LoadMaster module preferred).
o Comfortable using Microsoft Excel, Outlook, and internal document management systems.
o Experience with billing portals (e.g., EDI platforms, customer-specific portals) is a plus.
• Industry Knowledge:
o Prior experience in transportation, logistics, or freight billing highly preferred.
o Understanding of rate structures, accessorial charges, and transportation documentation.
• Technical & Soft Skills:
o High attention to detail and accuracy.
o Strong organizational and time-management skills.
o Effective written and verbal communication.
o Ability to work independently and manage multiple priorities under tight deadlines.
o Problem-solving mindset for resolving discrepancies.
________________________________________
Benefits Offered:
• PTO
• Medical
• Dental
• Vision
• 401k with Company Match
________________________________________
Qualifications:
• High school diploma or equivalent required; post-secondary education in Accounting, Business, or a related field is a plus.
• 2+ years of billing experience, preferably in the transportation or logistics industry.
• Prior experience using McLeod software is beneficial.
• Familiarity with EDI invoicing or customer-specific upload procedures is beneficial.
________________________________________
Work Environment and Physical Requirements:
• Office Setting; Prolonged periods of sitting at a desk and working on a computer.
• Occasionally work extended hours during billing close or high-volume periods.
• On-site; no remote options.
They will be responsible for preparing, reviewing, and submitting customer invoices in a timely and accurate manner, using McLeod software and other internal systems. This role supports the finance and operations teams by ensuring all billing data is complete and compliant with internal and client-specific requirements.
________________________________________
Key Responsibilities:
• Process and generate customer invoices through McLeod based on load data, rate agreements, and supporting documentation.
• Review load details for accuracy and completeness prior to invoicing.
• Ensure that all required documents (e.g., proof of delivery, rate confirmations) are attached and meet billing standards.
• Monitor unbilled loads and proactively resolve issues to prevent delays in revenue recognition.
• Communicate with internal departments (Dispatch, Customer Service, AR, etc.) to resolve discrepancies and gather missing information.
• Maintain billing records and documentation in accordance with company policy and audit requirements.
• Upload invoices to customer portals and/or email them as required.
• Assist with billing-related reporting, audits, and internal process improvements.
• Maintain a working knowledge of customer-specific billing instructions and compliance requirements.
• Support month-end closing activities related to revenue and billing within the month end and contract driver deadlines.
________________________________________
Required Knowledge, Skills, and Abilities:
• Software Proficiency:
o Strong working knowledge of McLeod Software (LoadMaster module preferred).
o Comfortable using Microsoft Excel, Outlook, and internal document management systems.
o Experience with billing portals (e.g., EDI platforms, customer-specific portals) is a plus.
• Industry Knowledge:
o Prior experience in transportation, logistics, or freight billing highly preferred.
o Understanding of rate structures, accessorial charges, and transportation documentation.
• Technical & Soft Skills:
o High attention to detail and accuracy.
o Strong organizational and time-management skills.
o Effective written and verbal communication.
o Ability to work independently and manage multiple priorities under tight deadlines.
o Problem-solving mindset for resolving discrepancies.
________________________________________
Benefits Offered:
• PTO
• Medical
• Dental
• Vision
• 401k with Company Match
________________________________________
Qualifications:
• High school diploma or equivalent required; post-secondary education in Accounting, Business, or a related field is a plus.
• 2+ years of billing experience, preferably in the transportation or logistics industry.
• Prior experience using McLeod software is beneficial.
• Familiarity with EDI invoicing or customer-specific upload procedures is beneficial.
________________________________________
Work Environment and Physical Requirements:
• Office Setting; Prolonged periods of sitting at a desk and working on a computer.
• Occasionally work extended hours during billing close or high-volume periods.
• On-site; no remote options.
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