Billing Operations Analyst

Job Description

Job Description

Position Overview

Our client, a leader in the commercial HVAC and building services industry, is seeking a Billing Operations Analyst to support the North America Field Service organization. This position is responsible for ensuring service work is accurately validated and prepared for billing by reviewing job completion, customer authorizations, cost postings, and billing readiness.

The ideal candidate is detail-oriented, thrives in a fast-paced, high-volume environment, and enjoys collaborating with field operations to resolve billing issues and ensure timely invoice processing.

Key Responsibilities

• Review completed service orders and projects to ensure they are ready for billing.
• Validate customer authorizations, job completion, and service order closures.
• Review job costs for accuracy, identify posting errors, and make necessary corrections.
• Set completed jobs to "Ready to Bill" status for the billing team.
• Monitor and manage open service orders daily, with increased focus during month-end and quarter-end close.
• Partner with field offices to resolve billing discrepancies and outstanding issues.
• Participate in weekly meetings with assigned regional markets to review open orders and priorities.
• Process and manage invoice upload requests and billing-related inboxes.
• Support customer billing inquiries and disputes by providing timely updates and issue resolution.
• Meet established productivity and quality metrics while contributing to continuous process improvements. 

Qualifications

Required

• High school diploma or GED.
• 5+ years of experience in a professional business environment.
• Proficiency with Microsoft Office, particularly Excel and Outlook.
• Strong attention to detail with the ability to identify and resolve discrepancies.
• Excellent communication and organizational skills.
• Ability to manage multiple priorities and meet deadlines in a high-volume environment.

Preferred

• Bachelor's degree in Business or a related field.
• Experience with billing operations, job costing, accounting, or customer service.
• Experience supporting field service or service-based organizations.
• Knowledge of SAP, Salesforce, and/or ServiceMax.
• Strong financial acumen and analytical skills.
• Continuous improvement mindset with a focus on process efficiency.

Work Environment

• Schedule: Monday–Friday, 7:00 AM–4:00 PM or 8:00 AM–5:00 PM.
• Location: Charlotte, NC.
• Hybrid Schedule: Three days onsite and two days remote each week.
• Workload: Expect increased activity during the final week of each month and quarter to support billing close processes.