Billing Specialist

Description

JOB SUMMARY

Billing Specialist is responsible for the timely and accurate execution of all tasks associated with billing Greenrise Technologies clients for construction project billing (AIA) and other projects as needed. The Biller also assists as required with other Greenrise Technologies’ billing lines, and general accounting functions, and meets set goals and deadlines as determined by management which will be reassessed based on company initiatives.  

JOB RESPONSIBILITIES

• Perform tasks to include assignment of job numbers, relevant job information for billing purposes, schedule of values and job cost module requirements including purchase and change orders. 
• Generate and submit client invoices for project billing (AIA) in accordance with Greenrise Technologies and client requirements, compiling all required backup documentation, billing out timely to meet required deadlines. Revise invoices as needed with approval from management including completing all internal operational procedures and processes as well as logging and tracking invoice adjustments. 
• Work closely with Operations and Project Managers within the office and out in the field to understand ongoing construction projects and related financial requirements. 
• Use Excel and other tools including Adobe Pro to produce client requested backup as needed. 
• Troubleshoot billing errors as needed to maintain accuracy of invoices. 
• Responsible for AR Collections of respective billings, including following up with clients, researching issues as requested, participation in weekly meetings and issue resolution. 
• Provide a high level of customer service by responding to clients’ concerns and inquiries in a prompt, professional manner including addressing concerns to the appropriate manager and/or project manager. 
• Review and assist with trackers as applicable and ensure timely and accurate billing along with maintaining various spreadsheets, records, and financial requirements as requested. 
• Assist with month-end close processes as requested including maintaining Committed Costs accuracy and maintenance, WIP reporting review and management of open items, vendor and Project Manager follow-up for project status and unbilled invoices. 
• Cross-train with Finance team members on other lines of business in order to provide adequate Department support. 
• Work with Finance team members to research and resolve any billing-related matters including but not limited to AP, AR, and cash-related transactions. 
• Other ad hoc projects, reporting, and billing activities as needed including but not limited to process improvement and documentation of internal standard operating procedures, cross-training, and audit assistance. 
• Other duties as assigned by Finance Management based on Finance department initiatives and priorities. Job responsibilities of role may change based on Finance Management discretion. 

Requirements

 JOB REQUIREMENTS

• Strong integrity and work ethic are critical. 
• Bachelor’s degree preferred and/or equivalent work experience. 
• 3 years or greater in high volume Billing and A/R proficiency. 
• NetSuite experience a plus 
• Excellent verbal and written communication skills are essential. 
• Demonstrated ability to prioritize work to meet set deadlines. 
• Strong organizational and communication skills 
• Ability to seek out information and resolve issues. 
• Comfortable working autonomously but within a team 
• Ability to use shared workflow technology (Microsoft Office, SharePoint, and iCloud) 
• Strong Excel Experience