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Billing Specialist/Project Accountant

3 months ago

Pleasanton, California, United States DAHLIN Architecture | Planning | Interiors Full time
Job DescriptionJob Description

DAHLIN is an award-winning architecture, planning and interior design firm with 180+ multi-cultural professionals located throughout the Western United States. We offer more than 45 years of experience building communities where we live and work, driven by the vision of creating places that promote human fulfillment and well-being. This same Passion for Place starts with our own working environment—a positive community where people thrive. Please visit our website ) to learn more.

We are currently seeking a full-time BILLING SPECIALIST/PROJECT ACCOUNTANT in our PLEASANTON, CA headquarters. Our accounting team is collaborative and fast-paced, serving a large group of individuals in multiple locations. Each member of our accounting team understands the importance of their role in maintaining a successful, growing and profitable firm.

This position is fully responsible for the monthly Client billing process to produce accurate and timely billing for projects, serving as a primary contact to address and resolve project billing issues, and ensuring compliance with the Client's and DAHLIN's billing standards and policy. The Billing Specialist is expected to develop and maintain strong relationships with project administrators, managers, consultants, and principals.

Interested? If so, please read through this entire posting and follow instructions to apply. Please note – your attention to this is an important part of how we evaluate our candidates.

ESSENTIAL RESPONSIBILITIES:

  • Responsible for project billing set-up in Deltek Ajera (our project management and accounting software)
  • Assist the Project Manager and Administrative Team when changes are needed to project set-up
  • Prepare monthly draft invoices, with all applicable billing backup (consultant invoices, reimbursable expenses, client billing sheets) for distribution to project managers.
  • Prepare and submit electronic and hard-copy final invoices
  • Request and process forms such as Certificate of Insurance requests, lien releases/waivers and other billing documentation requirements
  • Create spreadsheets, billing reconciliation and summary to meet all Client and Project Manager's billing needs
  • Research and resolve any unbilled project WIP, billing discrepancies or issues, clients billing questions, or direct them to Project Management when appropriate
  • Maintain billing folders for all projects, with all the appropriate documents, including expenses, consultant invoices, and monthly invoices, in accordance with Company procedures.
  • Prepare and provide Client monthly statements
  • Follow up of Client outstanding invoices, documentation in Ajera of collection efforts
  • Participate in Monthly Accounts Receivable Review/Cash Projection meeting Assist Project Management Teams with billing questions, documents, client requirements
  • Record Client receipts in Ajera, scan payments for remote deposit capture, and update Cash Flow Projection spreadsheet
  • Performing various other accounting and administrative duties as required

EXPERIENCE, EDUCATION AND BACKGROUND:

  • Three or more years of project billing experience, preferably within the A/E industry.
  • General knowledge of project cost accounting and Work-in-Process
  • Self-starter with strong organization, problem solving and collaboration skills
  • Dedicated to excellence, accuracy, efficiency and attention to detail.
  • Exceptional organization and planning skills to meet deadlines
  • Excellent writing and communication skills
  • Strong computer skills (MS Word, Excel, Outlook).
  • Deltek Ajera Software Preferred
  • Ability to work independently and in team environment
  • Bachelor's Degree in Finance/Accounting, or equivalent experience + certificate(s) in Finance/Accounting.

We offer a competitive compensation package based on experience and qualifications. Excellent benefits include medical, dental, and vision coverage. We also offer the opportunity to participate in a pre-tax Flexible Spending plans for medical, childcare, and commuter expenses, Employee Stock Ownership Plan, and 401k.

Salary range: $65,000 to $73,000 depending on qualifications. Placement within this pay range will be determined by factors such as education, qualifications, project complexity and/or experience. The maximum is reserved for candidates who currently meet all job requirements. We believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.

Applicants must be currently legally authorized to work in the United States for any employer without restrictions. Sponsorship for an employment visa, now or in the future, is not available for this position.

How to Apply:

Please include a cover letter with your resume (PDF or Word/5MB max) that tells us why you are our ideal candidate and why you want to our work for our firm. Inquiries that do not follow these instructions may not be considered. Background checks are conducted on all final candidates for this position in accordance with applicable federal and state law, and may include obtaining a Consumer Credit Report from a Consumer Reporting Agency.

Please note...

Real people review every application, so we regret that due to the large volume of inquiries, we are unable to accept phone calls regarding the status of applications. We'll be sure to contact you if we need more information. Apply now

As an Equal Opportunity Employer, we are committed to welcoming and supporting a diverse community of professionals. As such, women and people of color are especially encouraged to apply. Our firm participates in E-Verify.

We do not accept resumes from recruiters, placement agencies, or other staffing vendors who have not signed an agreement with us. Unsolicited resumes will be ineligible for referral fees.

DAHLIN values your privacy. Please click here for additional information.

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