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.

Qualifications

Required Qualifications

• 2–4 years of experience in accounts receivable, billing, collections, credit and collections, finance

operations, lease administration, contract administration, or a related environment.

• Experience managing invoices, payment schedules, aging balances, collection follow-up,

reconciliations, or financial documentation.

• Strong attention to detail and the ability to work accurately with contract, invoice, payment, and

remittance information.

• Strong written and verbal communication skills for professional business-to-business payment

conversations.

• Working proficiency with Microsoft Excel or a comparable spreadsheet tool.

• Ability to manage recurring deadlines, multiple open items, and detailed follow-up requirements.

• Ability to handle confidential financial and contract information with discretion.

• Sound judgment about what to resolve independently and what to escalate.

 

Preferred Qualifications

• Experience working with leasing companies, financing partners, equipment finance, vendor finance, or

structured commercial transactions.

• Familiarity with financed contracts, lease schedules, funding packages, residuals, payment terms,

invoice acceptance, or remittance processes.

• Experience with an ERP, billing platform, accounts-receivable system, collections platform, CRM, or

cash-application tool.

• Experience supporting cash forecasting, month-end close, audit requests, or financial reporting.

• College coursework or a degree in accounting, finance, business, or a related field.

• Experience improving billing, collections, reconciliation, reporting, or financial-control workflows.