Order Administration and Billing Agent

ENGLISH VERSION FOLLOWS

DT Impôt et comptabilité, une filiale de Thomson Reuters à Montréal est présentement à la recherche d'un agent en administration des commandes et facturation talentueux travaillant à distance de la maison.  Il s'agit d'un contrat d'une durée d'un an à temps plein.  La personne retenue recevra plusieurs semaines de formation et un soutien continu qui lui permettra de se familiariser avec l'entreprise et de progresser dans ses fonctions.

Le poste d'administration et facturation consiste à s'assurer que les processus nécessaires sont mis en œuvre à partir du moment o une nouvelle commande client est reçue d'un représentant, à s'assurer que la vente est transformée en revenus récurrents. L'analyste effectue la configuration initiale du dossier client dans les systèmes financiers et veille au respect des politiques et des procédures de facturation pour l'ensemble du portefeuille professionnel.

Il s'agit d'un travail à domicile à 100 %, avec des visites occasionnelles à nos bureaux du centre-ville.

Le poste

• Assister l'agent principal des comptes débiteurs et de l'exécution dans la mise en place de nouveaux clients sur les systèmes comptable.

• Maintenir et accéder à des données sur plusieurs systèmes tels qu'Incident Monitor, Moneris (Paiements par carte de crédit) et Onvio Tools.

• Recevoir des demandes par l'entremise de Salesforce, Microsoft Teams, courrier électronique et télécopie numérique.

• Préparer une liste quotidienne des licences pour la délivrance des codes utilisés pour l'activation du produit. 

• Vérifier et traiter les commandes client et préparer de nouveaux rapports de ventes.

• Facturer et traiter les paiements sur Avantage et préparer les dépôts bancaires quotidiens.

• Tenir à jour le dossier de vérification postdaté et résoudre les demandes des clients concernant les modalités de paiement.

• Coordonner et programmer la facturation manuelle et par lots et exécuter les processus nécessaires à l'émission numérique des factures, des relevés et des demandes de paiement.

• Collaborer avec l'équipe de la comptabilité et veiller à ce que la facturation soit correcte pour la clôture du mois et la réconciliation des comptes clients.

• Travailler sur des projets ad hoc et interagir avec tous les membres de l'équipe des finances et des opérations, les départements locaux et l'équipe mondiale de traitement des comptes fournisseurs de Thomson Reuters.

À propos de vous

• Bilingue (anglais et français)

• Solides aptitudes pour la communication et les relations interpersonnelles.

• Axé sur le client, organisé et capacité d'effectuer plusieurs tâches à la fois.

• Capacité de travailler avec Microsoft Office, Excel et tableaux croisés dynamiques.

• Diplôme d'études collégiales ou universitaires de préférence en administration, en comptabilité ou en sciences sociales et en vue d'obtention d'un diplôme ou d'un grade désigné en administration des affaires.

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DT Tax and Accounting, a subsidiary of Thomson Reuters in Montreal is currently seeking a talented, Order Administration and Billing Agent working remotely from home.  This position is on a one-year renewable full-time contract basis.  The successful candidate will be given several weeks training and ongoing support to allow the individual to learn the business and progress into the position.

The administration and billing function ensures the necessary processes are implemented from the time a new sales order is received from a sales representative to ensuring sale is transformed into recurring revenue.  The analyst effects initial client setup on financial systems, ensures policy adherence and billing procedures are carried out for the whole professional portfolio.

This is a 100% work from home position, with occasional visits to our downtown offices.

About The Role

• Assist the Primary Accounts Receivable and Fulfillment agent in setting up new customers on Accounting Software systems. 

• Maintain and access data on several systems such as Incident Monitor, Moneris (Credit Card Payments), and Onvio Tools.

• Receive requests via Salesforce, Microsoft teams, e-mail, and digital fax.

• Prepare daily license listing for issuance of codes used for product activation. 

• Verify and process sales orders and prepare new sales reporting.

• Invoice and process payments on Avantage and prepare daily bank deposits.

• Maintain post-dated check file and resolve customer inquiries relating with payment terms.

• Coordinate and schedule manual and batch invoicing and carry out processes required for digital issuance of billings, statements, and cash applications.

• The analyst will work with accounting and ensure proper billing for month end cut-off and accounts receivable reconciliation.

• Work on ad hoc projects and interact with all members of the finance and operations team, local departments, and TR global AP processing team.

About You

• Bilingual (English and French)

• Solid communication and interpersonal skills.

• Customer oriented, organized, and able to multi-task.

• Able to work with Microsoft office, excel and pivot tables.

• College or University degree preferably in administration, accounting or social sciences and working towards a diploma or designated business degree.

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What's in it For You?

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.

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