Billing Specialist

Billing Specialist

The Billing Specialist assists in maximizing profitability by performing a variety of accounting tasks including analyzing construction contracts, billing customers based on the contract terms and progress of the project and assisting the team with reconciling accounts and resolving discrepancies. Principal duties and accountabilities:

• Prepares customer billings for large construction jobs and special projects; includes, set up new client and site IDs, collection of cost information, coordinates with vendors, subcontractors, and Project Managers on status, purchase orders, etc., as needed
• Prepares, maintains, and submits monthly billing backup to general contractors and customers. This includes comprehensive data pulls from the accounting system, data validation and summarization in Excel and Google Sheets, and reconciliation to job cost and billings
• Completes regular progress billings based on project completion and billing schedule.
• Reviews and updates of customer accounts based on contract and contract change orders
• Reconciles customer accounts on a consistent basis
• Performs data entry into the company's accounting system. This includes such items as; accounts payable, accounts receivable invoices, entering job information and cost codes, forecast figures, etc
• Verifies data entered in the company's accounting system such as accounts receivable invoices, Project and cost codes setup, forecast figures, etc
• Uses a variety of systems (Textura, Procore, Sage Intacct, Bluebeam) to support efficiency and productivity in the role
• Prepares and distributes various accounting reports, as needed, to support Operations.
• Establishes and maintains efficient electronic filing system for general accounting documents
• Performs similar administrative accounting or general administrative duties of team members as a backup when needed

Education & Experience:

• High School Diploma or GED required
• Some college level coursework in accounting preferred
• At least 3 years' experience performing a function of accounting or bookkeeping
• Some experience in construction billings preferred
• Experience within the construction industry is helpful

Knowledge, skills, and abilities :

• Advanced MS Excel skills and working knowledge of MS Word required
• Intermediate to advanced understanding of bookkeeping and/or accounting procedures and techniques
• High degree of attention to detail
• Strong customer service mindset
• Ability to work in a high-volume environment
• Ability to multi-task and adapt to changing priorities
• Focus on delivering results and meeting deadlines
• Ability to work collaboratively within a team and with other individuals
• Flexibility and willingness to help where needed in the department
• Experience with payroll administration preferred
• Excellent verbal and written skills

Physical and/or travel demands:

• Frequent sitting, use of keyboard/monitor, use of 10-key and use of telephone.
• No travel required

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