Generate and process invoices for products/services provided to clients and customers.
Collaborate with various departments to ensure seamless workflow and customer service.
Ensure accurate billing information and rates are used for each transaction.
Reconcile billing records with financial systems to maintain consistency and accuracy.
Address billing-related inquiries from clients, resolving issues in a timely and professional manner.
Review client purchase orders to ensure invoicing accuracy and acceptance.
Reconcile monitoring statements with issued vendor and customer billing.
Assist in compiling data for financial reports and other administrative purposes.
Review booking documents and set up new monitoring and service agreements accurately and on time in the ERP system.
Manage incoming phone calls, directing them to the appropriate departments or individuals.
Provide courteous and helpful customer service over the phone, addressing inquiries and resolving issues promptly; take detailed messages and relay important information to the relevant team members.
Facilitate effective communication within the organization, ensuring messages are relayed accurately and promptly.
Assist with various administrative tasks such as filing, data entry, and record maintenance.
Review booking documents and set up new projects, change orders, and service agreements in the ERP system.
Process estimate changes for active projects.
Review and validate monthly charges to active projects and resolve discrepancies.
Assist with WIP analysis after each payroll cycle.
Enter time charged to jobs from weekly timesheets.
Close out projects in the ERP system upon completion.
Assist with month-end close.
WHAT WE LIKE ABOUT YOU
High school diploma or equivalent.
Familiarity with government contracts or compliance reporting with M/WBE programs is a plus.
Proven experience as a billing clerk, administrative assistant, or in a similar role.
Familiarity with billing software and financial systems is preferred.
Proficient in using office software (e.g., Microsoft Office Suite, spreadsheets, email).
Excellent verbal and written communication skills.
Strong organizational and time management abilities.
Attention to detail and high level of accuracy in work.
Ability to handle multiple tasks efficiently and meet deadlines.
Demonstrated customer service skills and professionalism.
Discretion in handling confidential information.
Familiarity with government contracts or compliance reporting with M/WBE programs is a plus.
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