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Billing Specialist

3 months ago

Minnetonka, Minnesota, United States Westwood Professional Services Full time


Billing Specialist

Job Locations

US-MN-Minnetonka

ID

Category

Accounting/Finance

2nd Category

Administration

Position Type

Regular

Division

Corporate

Overview

BILLING SPECIALIST

Westwood Professional Services, Inc.

Westwood Professional Services, Inc. is seeking a Billing Specialist to join our team. This role is responsible for data integrity, document management, and best practice implementation on projects. Responsibilities include invoicing, lien waivers, and other accounting duties as assigned. Westwood has a highly experienced and dynamic team of individuals dedicated to providing high-level professional services to our clients.



Duties and Responsibilities
  • Generate and process accurate invoices for clients by collaborating with internal partners to obtain the necessary information and return to project managers for updating and approval.
  • Complete, obtain signatures, and re-distribute lien waivers back to project managers and clients.
  • Respond daily to emails from internal and external partners.
  • Update client records in Deltek Vantage Point to ensure we have the appropriate accounting contact along with invoicing instructions.
  • Assist with monthly monitoring and follow up on outstanding A/R balances.
  • Support project managers and clients with billing questions and issues.
  • Help with month end reporting and statements.
  • Process check requests.
  • Manage and maintain the petty cash fund.
  • Other duties and responsibilities as assigned.


Required Skills
  • Ability to prioritize and multi-task in a fast-paced environment; meeting deadlines is crucial.
  • Excellent communication skills, both written and oral.
  • Must have exceptional organizational skills with excellent attention to detail and accuracy.
  • Effective team member who displays initiative and acts with integrity.
  • Strong Microsoft Office applications knowledge, specifically Microsoft Excel.
  • Ability to work independently and collaboratively in a team environment.


Required Experience
  • Associate or bachelor's degree in accounting or finance preferred, but not required.
  • 1-3 years' experience


About Westwood Professional Services, Inc. (Westwood)

At Westwood, our purpose is to create a better world for people through our work. We transform the energy grid, design resilient infrastructure, and develop communities that will flourish today and for future generations. With over 50 years of experience and a legacy of innovation, we stand at the forefront of our industry, dedicated to understanding the unique needs of the markets we serve.

Our approach revolves around people. We are committed to building a culture that attracts, retains, and develops high performers. Our team values relationships, innovation, dedication, initiative, and growth. We believe fostering a collaborative "One Team" mentality yields superior outcomes in everything we do.

We customize our technical capabilities and geographic reach to meet our clients where they are and help them realize their vision. We are partners in our clients' success, driving to provide solutions that make a lasting difference. Safety, sustainability, and operational excellence are not just facets of our work; they are intrinsic to our identity, guiding every decision we make.

We are deeply invested in the communities we serve. Through our projects and giving-back initiatives, we enrich the lives of those we serve, engage others within our industry, and create a lasting impact on communities around the world. To us, success transcends the completion of projects; it is reflected in the lives we have positively impacted by our work.

Join us in creating a better world.

In 2023, Zweig Group ranked Westwood nationally at #12 and #30, respectively, on its Hot Firms and Best Firms to Work for lists. Zweig also awarded Westwood two national 2nd place awards for Marketing Excellence. Westwood was recently recognized as #79 in the ENR Top 500 Firms in 2023. The firm consistently ranks on the industry's top 25 lists and receives recognition for its involvement in award-winning projects nationwide.

Westwood provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We believe that diverse backgrounds strengthen our business. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.



Equal Opportunity Employer – minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.