Senior Bookkeeper – Billing, Collections & Systems

About the Company

We are a mid-sized logistics company in Edmonton, Alberta. We have an amazing team here in Edmonton and through that we have curated a great place to work. Our company had been here for over 40 years, and we have experienced an immense amount of growth over the last 5 years, we are excited to bring a new team member on to assist with that growth!

This is a hands-on role for someone who understands that bookkeeping in logistics is not just data entry. It requires accuracy, follow-through, organization, client billing compliance, systems awareness, and the ability to connect financial information with day-to-day operations.

Our accounting function keeps the business moving by making sure completed work is billed accurately, collections are active, payroll is processed correctly, vendors are paid on time, and financial records stay clean.

Role Summary

The Senior Bookkeeper is responsible for bookkeeping, billing, collections, payroll, AP, AR, reconciliations, and accounting administration.

This person is a key backbone of the business. They ensure invoices are submitted correctly, client billing requirements are followed, receivables are managed, payroll is accurate, and accounting records are maintained.

This role also supports month-end, management reporting, year-end preparation for our external accounting firm, internal controls, and workflow improvements.

A strong candidate will be comfortable with Sage, a Transportation Management System (TMS), Excel, client portals, payroll systems, and business intelligence or data visualization tools such as Power BI. They should be willing to learn systems, troubleshoot issues, improve spreadsheets and audit tools, and create better visibility into billing, collections, cash flow, and accounting performance.

This role does not require a CPA. Our external accounting firm supports year-end.

Key Responsibilities

Billing, Accounts Receivable & Collections

Prepare, submit, and track customer invoices across client systems, portals, and billing requirements. Ensure invoices include the correct documentation, backup, audit data, job information, tickets, purchase orders, or other client-required details. Monitor accounts receivable and follow up on overdue accounts to keep collections active and current. Work with clients to resolve billing issues, rejected invoices, missing information, payment delays, discrepancies, and collection concerns. Coordinate with operations, dispatch, management, and clients to obtain missing billing information and resolve invoice approval issues. Track submitted, rejected, disputed, overdue, and paid invoices to maintain clear visibility on receivables and collections. Identify recurring billing or collections issues and help improve processes to prevent repeated delays.

Accounts Payable, Payroll & Bookkeeping

Manage day-to-day bookkeeping and accounting administration. Oversee accounts payable, including vendor bills, payment preparation, cheque deposits, payment records, and supporting documentation. Process employee payroll accurately and on time. Prepare payroll-related information, taxes, remittances, and supporting documentation as required. Maintain organized accounting files, invoices, receipts, payroll documentation, vendor records, and client billing backup. Support cash receipts, deposits, vendor payments, and other daily finance administration tasks.

Sage, TMS, Reconciliations & Month-End Support

Maintain accurate records in Sage and related accounting systems. Work with the company’s Transportation Management System (TMS) as part of the billing, accounting, and operational data process. Review data between the TMS, Sage, spreadsheets, client portals, payroll systems, and internal records to identify missing information, inconsistencies, rejected billing items, or process issues. Prepare and post general ledger entries where required. Perform regular account reconciliations to ensure accounting records are accurate, complete, and reliable. Support month-end processes, including reconciliations, account analysis, corrections, and supporting documentation. Review accounting, billing, payroll, and operational data to identify discrepancies, missing information, coding issues, or irregularities. Assist with financial information and operational accounting data for ownership and management review. Help maintain internal controls over billing, collections, payroll, accounts payable, accounts receivable, and accounting records.

Year-End & External Accountant Support

Prepare year-end documents, reports, schedules, backup, and supporting data for the external accounting firm. Assist with audit, review, tax, or year-end information requests from external accountants. Ensure accounting records and supporting documentation are organized, accurate, and available when needed.

Systems, Data & Process Improvement

Build, maintain, and improve Excel-based audit tools, tracking sheets, reconciliations, data review processes, and internal accounting reports. Use Excel and, where applicable, Power BI or similar business intelligence and data visualization tools to improve visibility into billing, collections, accounts receivable, payroll, accounting data, and operational trends. Create or improve dashboards, data views, spreadsheets, reports, and internal tools that help management understand cash flow, receivables, billing status, client issues, and accounting performance. Troubleshoot system and process issues by understanding how data moves between accounting software, the TMS, spreadsheets, client portals, payroll systems, and internal workflows. Help improve accounting workflows, billing processes, collections tracking, spreadsheet controls, reporting tools, and system usage.

Teamwork & Internal Support

Work closely with operations, dispatch, management, ownership, clients, vendors, payroll providers, and external accountants. Help guide and support a junior accounting administrator to ensure accounting tasks are completed accurately and on time. Communicate clearly and professionally with internal and external stakeholders. Take ownership of assigned accounting processes and follow through until issues are resolved.

What Success Looks Like

Invoices are submitted correctly, on time, and with the required backup. Collections are actively managed and overdue accounts are followed up consistently. Billing issues, missing documents, and payment delays are caught and resolved quickly. Payroll, vendor payments, deposits, and accounting records are handled correctly. Sage, the TMS, Excel, Power BI, client portals, and payroll systems are used more effectively over time. Management has better visibility into receivables, billing status, cash flow, and accounting issues. The external accounting firm receives clean, complete, and organized year-end support.

Qualifications & Experience

Proven experience in bookkeeping, accounting administration, billing, collections, payroll, or a similar finance role. Strong understanding of accounts payable, accounts receivable, payroll, reconciliations, general ledger entries, and general accounting processes. Experience with Sage is strongly preferred. Experience with a Transportation Management System (TMS), logistics software, dispatch software, operations software, or other ERP-style business systems is an asset. Strong Excel skills are required, including formulas, reconciliations, reporting files, data cleanup, audit tools, and tracking sheets. Experience with Power BI, Power Query, business intelligence tools, dashboards, data visualization, or data analysis is a strong asset. Experience submitting invoices through client portals or working with client-specific billing requirements is a strong asset. Experience with payroll systems such as ADP, Ceridian, or similar platforms is an asset. Post-secondary education in accounting, bookkeeping, payroll, business administration, or a related field is an asset. CPA designation is not required. CPA enrollment, Payroll Compliance Professional designation, bookkeeping certification, or accounting technician certification is an asset. Prior experience in logistics, transportation, construction, oilfield services, industrial services, or another document-heavy billing environment is a strong asset.

Skills & Attributes

Strong attention to detail, accuracy, organization, and follow-through. Ability to manage multiple priorities in a fast-moving environment. Comfortable working independently while communicating clearly with others. Able to learn systems, investigate discrepancies, and follow issues through to resolution. Professional and consistent when following up with clients regarding outstanding payments, missing documentation, rejected invoices, or billing issues. Practical problem-solver who can improve tools, processes, spreadsheets, and workflows. High degree of integrity and discretion when handling payroll, financial records, client information, and company data.

Compensation

$70,000 to $85,000 per year

Benefits

Casual dress

Dental care Extended health care Vision care On-site parking Paid time off Job Security & Growth Opportunity Dedicated Ownership Team Fantastic Co-Workers/Team Members Team Lunches Giant Jenga Stand up/Sit Down Desks

Application Questions

1. You inherit an Excel audit tool that mostly works, but nobody fully trusts it. Some formulas are broken, the data comes from multiple systems, and the person who built it is gone. What do you do in the first week?

2. It is payroll day. A major client invoice is being rejected, a vendor is calling about payment, your junior admin needs help, and ownership asks for an AR update. What do you handle first, and why?

3. Write a short email to a client whose invoice is overdue because they have not approved submitted backup documents. Keep it professional, firm, and clear.

Language

English required

License / Certification

Accounting or bookkeeping certificate preferred

Location

Edmonton, AB Work location: In person