Billing Specialist/project Accountant

1 week ago

Pleasanton, California, United States DAHLIN Architecture | Planning | Interiors Full time
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.

ESSENTIAL RESPONSIBILITIES:

  • Responsible for project billing setup in Deltek Ajera (our project management and accounting software)
  • Assist the Project Manager and Administrative Team when changes are needed to project setup
  • 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 hardcopy 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 WorkinProcess
  • Selfstarter 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.


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 note

_ 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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