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Job Details

Billing Staff (AP/AR)

  2026-01-01     idexcel     Santa Ana,CA  
Description:

?? Now Hiring: Logistics Billing & Settlement Staff (1-Year Contract)

Location: Santa Ana, CA

Work Hours: 8:30 AM – 5:30 PM (subject to change)

Note: Candidates will be asked to complete an Excel pivot table skills test during the interview.

?? About the Role

We are seeking a detail-oriented and proactive Logistics Billing & Settlement Staff member to support our freight forwarding operations. This role will handle settlement activities, improve billing processes, and contribute to operational efficiency through accurate reporting and strong communication.

?? Key Responsibilities

  • Manage settlement activities related to the freight forwarding business
  • Maintain strong relationships with customers and carriers through consistent and effective communication
  • Prepare regular settlement status reports for internal management, customers, carriers, and headquarters
  • Improve settlement workflows by developing automated processes to reduce manual work
  • Process customer billing accurately and on schedule in accordance with company policy
  • Analyze, manage, and prepare correction forms for billing adjustments using an Access database
  • Review freight documentation to validate charges and support payment accuracy
  • Apply accounting knowledge to understand billing impacts on P&L
  • Audit carrier freight bills and interpret tariffs/contracts
  • Utilize internal systems and technologies required for daily functions
  • Investigate and resolve potential errors, including duplicate carrier billing
  • Produce ad-hoc reports as needed
  • Perform other related duties as assigned

?? Requirements & Qualifications

  • Experience in AR/AP, invoicing, customer service, or transportation/logistics
  • Bachelor's degree required
  • Strong decision-making abilities and problem-solving skills
  • Excellent written and verbal communication skills
  • Proficiency in Outlook and Microsoft Office (PowerPoint, Word)
  • Advanced Excel skills (V-lookups, pivot tables required)
  • Ability to work overtime when necessary


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