Client Billing Specialist

Who We AreTelaid helps enterprise clients accelerate technology adoption to achieve their business objectives. We design, deploy and support critical technologies, reducing time, task, cost and risk associated with managing technologies in complex, multi-site environments. But Telaid is not your ordinary technology integrator. Committed to excellence, our vision is to be a people first, customer obsessed company with great (not perfect) leaders who strive to provide the best possible experience for our employees, partners and customers. We’re working hard to build and maintain a culture of integrity, trust and accountability that attracts, trains and retains the right employees for the right roles. If you’re looking for a great place to work, learn and advance your career, get to know Telaid!Our Core Values are – Be Proactive, Be a Team Player, Take Ownership & Do the Right ThingSummary of PositionThe Project Accounting Specialist is a well-organized, confident, and energetic finance professional focused on ensuring Telaid delivers on the Telaid Proven Process: reducing the time, task, risk, and cost in technology deployments. This role serves both internal and external customers. Internally, the Project Accounting Specialist provides direct support to the Chief Financial Officer and Controller and indirect support to Ownership, the Senior Leadership Team, Operations Leadership Team, PMO Business Unit Program & Project Managers, and other Corporate Managers. Externally, this role interacts with customers regarding billing-related issues. The Project Accounting Specialist is capable of problem-solving, recommending, and implementing solutions that align with Telaid's vision, annual goals, and core values.Primary Duties and ResponsibilitiesWork with Project Managers and others to obtain timely and accurate information for monthly billings.Assist in proactively getting project budget and billing information into finance softwareGenerate invoices to customers using various software packages.Follow up with customers on all billing related issues.Apply payments to customer accounts.Reconcile discrepancies with customer records.Run and review credit reports for any new customers to determine credit limits.Use accounting software to generate periodic reports.Assist in Monthly (or more frequent) Project review meetings with Project Management Team to discuss gain/fade and trends.Research and answer specific questions from Project Management about project cost and revenue transactionsCreate project financial templates.Participate in client onboarding to validate submission process and client needs.Perform client submission verifications.Identify issues contributing to aging balances and take action to resolve as needed, including escalation to Management.Communicate with other departments as required to resolve billing and aging issues.Perform other work-related duties as assigned by management.Skills and Personal AttributesStrong communication, problem-solving, and analytical skills.Ability to work independently and excel in a fast-paced, multi-tasking environment.Proficiency in Microsoft Office, including Excel and Word.Strong attention to detail.Creative, self-disciplined, and capable of identifying and completing critical tasks independently and with a sense of urgency.Proficiency in MS Office with strong Excel skills.Education and ExperienceMust possess a High School Diploma or equivalent. (Associates or Bachelor’s degree is preferred)Minimum of 2 years of billings and collections experience.GL Accounting experience desired.Experience working with ERP systems and modules, including standard and custom reporting is a plus.Knowledge of and experience with PMI project management methodology (process groups, knowledge areas, and processes) is a plus.Experience with ServiceNow, Acumatica, and Sage 300 financial software desirable.Experience in a project accounting environment also desirable.Knowledge of Crystal Reports, Microsoft PowerBI, and SQL helpful.Benefits401k with employer matching and Profit SharingMedical, Dental, Vision, Life and Disability Insurance BenefitsEmployee Assistance Program (EAP)Paid Time Off (PTO)Other Voluntary Benefits:Critical Illness and Accident InsurancePet InsuranceBark – Parental controls to ensure online safety for kidsNorton LifeLock Identity ProtectionEmployee Discount Program #J-18808-Ljbffr