New York, New York
For over three decades, many of the world’s leading firms have relied on Align as a trusted IT solution provider and center of excellence in IT advisory, infrastructure design, build, delivery and managed services. We are actively seeking innovative minds to establish and strengthen our team to deliver high-quality state-of-the-art technology solutions for our enterprise and boutique clients.
If you are seeking to own challenging projects under tight schedules for some of today’s most fascinating companies while leveraging an exceptional team and long track record of success, then we want to hear from you today.
Align seeks a recent college graduate with 1 to 3 years Accounts Receivable (AR) or Billing experience. Managed Services industry experience or any experience with ConnectWise (PSA) would be beneficial, but is not required. Accounts Payable (AP) and Purchasing experience would also be a plus. This person will assist with administering our Professional Services Automation System (PSA) ConnectWise and work with purchasing and to support our monthly billing processes. This person must be technically savvy and will assist with administering our Professional Services Automation (PSA) system (similar in function to a ERP system) to support our monthly billing process. This position requires an assertive but tactful individual with strong communication and interpersonal skills.
The Align culture is a fun, dynamic, and team-oriented environment where continual career development and ongoing knowledge sharing is expected.
This position will be hybrid with some work from home, but will report to our New York City office. This is afull-time position offering full benefits, a competitive salary, paid training and paid overtime
Be part of a team of ConnectWise Professional Services Automation (PSA) systems administrators with a focus on and accounts receivable and billing, while assisting with Accounts payable as needed Help perform monthly client billing Generate client invoices using ConnectWise (PSA) and Microsoft Dynamics GP following our established approval processes Look for process improvement and opportunities to automate tasks to streamline the invoicing and approval processes Upload invoices into client portals Assist with Actual vs Forecast reporting Ensure sales tax is accurate within the billing systems Assist with collections as needed Mail invoices, past due statements and relevant correspondence to clients upon executive management approval Upload posted AR invoices to ConnectWise Maintain and update relevant ConnectWise settings Verify vendor invoice to P/O and packing slips, post and prepare invoices for approval Communicate with vendors and resolve discrepancies with any invoices, checks and accounts balances Communicates with Sales, Purchasing / Product Support, and Shipping when resolving any differences Manage sales / use tax resale certificates Help with special projects as needed Additional responsibilities consistent with this role may be required
College degree preferred 1 to 3 years Accounts Receivable (AR) or Billing experience is required Professional Services Automation (PSA) / ERP administration experience is preferred Any Managed Services industry experience working with ConnectWise/PSA is a plus Strong Excel skills, including creating manual invoices, using formulas (subtotal feature), hiding columns, pivot tables, macros and sorting data Some working experience with accounting software packages, ideally Great Plains / Microsoft Dynamics GP would be a plus Must be process oriented and technically savvy with the ability to learn new systems and become a “power user” quickly Working knowledge of Word, Outlook and PowerPoint Strong organization and follow-up skills Excellent communication and collaboration skills Must be able to work as successfully as part of team