HYBRID!
RESPONSIBILITES
- The Billing, Credit & Collections Specialist generates project invoice transactions and oversees assigned Accounts Receivable (A/R) Collections, ensuring the integrity and accuracy of A/R transactions
- Manage the processing of cash receipts daily; monitor client accounts regularly and identify and pursue delinquent accounts
- Research and resolve payment discrepancies, short pays, and customer disputes in a professional manner
- Enter invoices to supplier portals
- Collaborate with the sales, customer service, and finance teams to resolve billing issues
- This position interacts closely with the company’s Proposals & Contracts and Project Management teams, and has high visibility across the organization, driving company operations for billing and collections
- Independently lead the Collections function to ensure prompt and orderly collection of billed transactions; regularly engage within the Company (Finance, Project Managers, Business Development, etc.) and with external customers to elevate A/R Collections to an optimal level
- Tactfully & extensively communicate (phone and email) to critical and sizeable clients seeking payment on funds owed for work completed
- Prepare and issue monthly invoices for all billable projects and costs, including hourly, unit, and pass-through; guarantee timely and accurate tracking of customer contracts, change orders, and service invoices; meet departmental billing deadlines
- Prepare monthly client financial summaries and estimates, and report KPI type data on A/R, cash collections, and days sales outstanding (DSO) to the Senior Leadership Team within the Company
- Responsible for account reconciliation and analysis for balance sheet accounts including but not limited to cash and accounts receivable
- Research, review, obtain approval (as needed), and process credit memo requests, and support Project Management with customer billing inquiries; research unpaid or disputed amounts and engage Proposals & Contracts, Project Management, and Finance departments to lead resolution and correction of customer issues and billing errors
- Responsible for analyzing the creditworthiness of prospective and current customers and make recommendations for credit limit and payment terms.
- Examining credit history using credit agency tools (D&B) and evaluating potential risks
- Provide year-end support of auditor requirements, which may include research and reconciliation; perform additional assignments, as directed by Finance Manager
- Participate in efforts to achieve department and company goals
- Create and update suppliers
- Performs other duties as assigned
- Crosstrain within the accounting department
REQUIREMENTS
- 3+ years Solid AR experience
- Ability to work in a fast-paced, team environment and meet monthly finance and company reporting deadlines required
- Ability to use sound judgment, due care, and act autonomously in performing the duties of billing and collections
- Must possess a tenacious attitude around the work of A/R Collections in handling clients with due care and professionalism, and ensuring payments are received according to terms
- Thorough knowledge of standard contract terms, milestone,; strong understanding of contract billing required
- Proficient to Expert skills in Microsoft Office Excel, Outlook, PowerPoint, etc.
- ERP experience required; Epicor preferred
- Ability to navigate internal and external organizational obstacles and engage with all employee levels to solve problems required
- Ability to prepare and present weekly results in AR and Billing KPIs and results to Company Executives required
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