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Location: Mexico
What does the client’s business do?
Our client is a data-driven consulting firm that provides strategic solutions to help organizations grow and make smarter decisions. They’ve partnered with South in the past to get multiple successful hires, and this time, they reached out with a new challenge: find a skilled Billing Specialist to support their expanding finance team.
What were the requirements?
The company was looking for a sharp, detail-focused professional with a solid billing and financial operations background. They needed someone to hit the ground running and ensure accuracy in a fast-paced environment.
Key qualifications included:
- 3+ years of experience in billing, invoicing, or finance-related roles
- Hands-on experience with tools like Stripe and QuickBooks
- Strong understanding of accounts receivable and payment tracking
- Advanced Excel proficiency and experience with other financial platforms
- High attention to detail, analytical thinking, and the ability to manage sensitive information
During our search, Miguel stood out as the ideal candidate. With over five years of hands-on experience in similar roles, his technical know-how and precision made him a perfect fit for the job and the team’s goals.
What were the responsibilities?
The role was critical to ensuring accurate and timely billing operations, essential for both cash flow and client trust.
Core responsibilities included:
- Generating and delivering error-free client invoices
- Reviewing and resolving billing discrepancies
- Managing accounts receivable and monitoring payments
- Reconciling records and maintaining customer account accuracy
- Addressing client questions and ensuring compliance with policies
- Supporting internal departments and enhancing billing systems
- Producing billing reports and staying aligned with financial regulations
The position demanded a proactive communicator who could combine precision with efficiency.
What was the candidate’s background?
Miguel is a seasoned Finance Specialist with over five years of experience in billing, collections, and financial operations. He’s worked with both startups and large enterprises, including a U.S.-based SaaS company and a global food conglomerate.
In his previous role, Miguel led improvements in billing workflows and team performance. He also managed key processes like client onboarding and offboarding. His toolkit includes advanced Excel, SAP, and Oracle NetSuite, along with expertise in KPI tracking, reporting, and invoice reconciliation. His attention to detail and leadership mindset make him a strong asset to any high-performing finance team.
How did they find this candidate?
The company used South! We specialize in helping U.S. businesses find, hire, and manage top-tier talent from Latin America. If you're looking to grow your team with highly skilled professionals in finance, customer support, marketing, sales, operations, tech, and more, we’re here to help.
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Schedule a call today and discover how you can save up to 70% a month by hiring with South.
