• Download and organize client energy bills for processing • Accurately enter data into spreadsheets and internal systems • Review systems to confirm invoices are submitted correctly and follow up on discrepancies as needed • Prepare and compile commission reports for the Bookkeeper • Support backend operational tasks to ensure smooth deal closure and team efficiency • Maintain accurate records of client documentation and transaction history • Perform data validation and reconciliation to ensure billing and commission accuracy • Coordinate with operations teams to resolve discrepancies and prevent processing delays • Perform other tasks related to the position