Billing Specialist
The Cook & Boardman Group, LLC
Join CBX Solutions
Build your career where you matter. Join CBX Solutions, the nation's leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.
At CBX Solutions, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow. Whether you're a problem-solver, innovator, or passionate about service, you'll thrive here. Be part of a team that invests in your future, celebrates your success, and values your contribution.
Why Work With Us?
- Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
- Work-Life Balance: Generous paid time off for rest, family, and self-care.
- Career Growth: You'll benefit from continuous learning, mentorship, and leadership training including access to CBX University, our in-house development program.
- Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.
Essential Functions
- Reads computer files or gathers records such as purchase orders, work orders, and field technicians' invoices to compile needed data. Enters information into accounting software. Prepares invoices, listing items sold, amounts due, and dates of shipment. Submit customer invoices using various methods including Excel and third-party websites. Meet or exceed minimum required KPI standards for the job. KPI - Process invoices for all orders at a ready for billing status at a department mandated cadence. KPI - Submit all invoices to the respective customer within 24 hours of posting unless otherwise specified by the client. KPI - Reconcile submission of all assigned accounts monthly and notate completion date on checklist.
- Records and processes adjustments to Freight, Sales Tax, or other billing components to correctly represent charges to customers
- Processes change order and final billings utilizing internal submission process and thru partnership with project management team
- Communicate with Accounting Team and Project Managers to obtain data/information required to perform duties. Ongoing monitoring and tracking of internal billing request submissions to ensure completion and notification.
- Support other members of Accounting Team as a backup for multiple functions (e.g. waiver review/completion, contract review)
- Assist with special projects as necessary
- Other duties as assigned by management
Minimum Qualifications
- Associates Degree preferred, or an equivalent combination of education/experience
- Minimum of 1-year general accounting experience, preferred.
- Current and valid US driver's license preferred
- Must pass pre-employment background check and drug screens
Knowledge, Skills, and Abilities
- Excellent Computer skills especially Microsoft Office products especially Excel, Word, and Outlook
- Effective accounting system skills and ability to learn and utilize industry specific software
- Effective time management and organizational skills
- Effective communication skills both verbal and in writing, excellent mathematical skills
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this role, the employee is regularly required to talk, hear, and see. The employee is frequently required to stand, walk, use hands to handle or feel objects, and reach with hands and arms. This role requires frequent lifting of items weighing 525 pounds and occasional lifting of up to 50 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.
Work Environment
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. This position operates in both a professional office setting and a warehouse environment. The role routinely uses standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines. Occasional travel to project sites may be required. Warehouse conditions include proximity to forklifts and other heavy machinery and the use of various tools and hardware. Employees may be subject to frequent heavy lifting and exposure to variable weather conditions, including extreme heat and cold. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.
Equal Opportunity Employer
CBX Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
We are a VEVRAA Federal Contractor and give priority referral to protected veterans. We are committed to taking affirmative action to employ and advance in employment qualified minorities, women, individuals with disabilities, and protected veterans.
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