Financed Contracts Billing and Collections Specialist

Key Responsibilities

Financing and Contract Administration

• Review approved financing documentation for completeness, accuracy, and alignment with transaction requirements.
• Maintain organized records for financed contracts, leasing partners, invoice requirements, payment schedules, remittance information, and related approvals.
• Confirm that required documentation is complete before billing or funding activity proceeds.
• Identify missing, inconsistent, or unclear contract and financial information and route exceptions to the appropriate AHEAD department or partner.

Leasing-Partner Contract Billing

• Prepare and submit accurate invoices and billing documentation to leasing partners in accordance with contract terms and partner requirements.
• Track invoice acceptance, submission status, funding milestones, due dates, and payment commitments.
• Coordinate with Financial Solutions Leads and internal Finance and Accounting stakeholders to resolve billing questions and prevent avoidable delays.
• Maintain a clear record of billing status, required next steps, owners, and expected resolution dates.

Payment Forecasting and Collections

• Maintain reliable forecasts for expected leasing-partner payments, customer-related cash flows, and funding activity.
• Monitor aging balances, scheduled payments, overdue items, and unresolved invoice or remittance issues.
• Conduct timely, professional follow-up with leasing partners regarding invoice status, payment timing, missing remittance details, disputes, and past-due balances.
• Coordinate customer-related questions and collection matters through the appropriate AHEAD departments and maintain ownership through resolution.
• Escalate risks, disputes, delays, and exceptions based on established financial controls and business impact.

Cash Application and Reconciliation

• Coordinate customer and financier cash application activities with Finance and Accounting.
• Reconcile invoices, payments, remittances, funding activity, contract records, and internal financial data.
• Research unapplied cash, short pays, discrepancies, duplicate payments, and other exceptions.
• Ensure that reconciliations are documented, traceable, and completed within required reporting or close timelines.

Reporting and Process Improvement

• Prepare accurate and efficient financial reporting related to financed contracts, billings, collections, cash forecasting, payment status, and open exceptions.
• Maintain trackers, schedules, aging views, and supporting documentation needed for operational visibility and audit readiness.
• Support month-end close, cash forecasting, audit requests, and financial-control activities as requested.
• Identify opportunities to improve billing, collections, reconciliation, reporting, and financial-control workflows.
• Maintain clear ownership of every assigned invoice, balance, commitment, and next step until the item is resolved.