Position Description Primary contact and responsible for all for project / job assignments and all customer invoicing. Conducts job cost and margin analysis and reports as it pertains to billing. Major Areas of Responsibilities
Job Number Assignments – Ensure all pertinent and required information is complete for job number assignment; run credit status (D&B reports), new client application forms, deposits, PO and signatures. Manages job number assignments.
Billing – Prepares invoicing packages. Tracks contract documents, change orders, completion, costs, margins, parts analysis to ensure complete and accurate billing. Includes all back up documentation. Provides reports, PO and billing tracking, including follow up on receivables if needed.
Communicates and interacts with sales, estimation, customers, operations, PMO, and field employees to ensure billing information is accurate and complete. Attends client facing meeting to represent the invoicing process as required. Resolves any issues with invoicing disputes.
Reports – generates and analyzes reports as needed.
High School diploma. MS Office experience. Strong math and analytical skills. Strong written and verbal communication skills. Thoroughness and attention to detail. Ability to successfully communicate issues and work toward resolution with various parties.
0-2 Years billing and invoicing experience.
BA / BS Degree preferred.
3-5 Years billing and invoicing experience, preferably in the same or similar industry.
Experience with: FileMaker Pro and MS Excel.
Working Conditions The employee will spend their time in an office environment with a quiet to moderate noise level. Occasional travel to client job start meetings and/or billing review meetings may be required