Field Service Invoice/Billing Coordinator

3 weeks ago

Houston, Texas, United States IMI Process Automation Full time
IMI plc
IMI plc is a sector focused organization at the forefront of delivering motion and fluid control technologies that create a more sustainable world, improving the quality of life for our customers and communities and ultimately delivering our purpose of Breakthrough Engineering for a Better World. The Automation platform leverages deep automation technology and applications expertise to improve productivity, safety and sustainability for our customers. Our one big team work fairly and effectively but most importantly together to ensure we maintain the foundations that have enabled IMI's success through over 150 years of heritage. Position Summary This Field Service Invoice/Billing Coordinator is recognized as an individual contributor role coordinating with internal and external resources to ensure proper billing and invoicing is performed at the highest level. The resource filling this role must be able to work with internal and/or external clients developing an in-depth understanding of their needs and requirements. The ability to work effectively with field service resources and customers is considered critical for success in this role. Additional is the following competencies: Supervisory Responsibility This role does not have direct reports. Responsibilities
  • Perform all client billing activities for Field Service
  • Ensure billing is done per contract terms and conditions (partial billing, proper forms, pre-submittals, etc.) and final billing is invoiced within 2 weeks of job completion
  • Enter all incoming / outgoing purchase orders (customer, intercompany, and 3rd party vendor), intercompany cost transfers, and change orders into appropriate systems (Salesforce / IFS / etc.)
  • Monitor & report costs on service orders.
  • Notify Field Service Deployment Specialist when costs reach 75% of Purchase Order.
  • Assist in Field Service Deployment Specialist in the change order (CO) process
  • Review & reconcile field service expenses for accuracy & completeness prior to preparing invoice
  • Work with Field Service Team Leads and FST's to confirm project time charges are completed daily and that bill sheets / signed time sheets are completed weekly
  • Review, create or modify Salesforce information and activities to ensure work can be monitored by stakeholders (sales, management, etc.)
  • Assist in the development of processes, procedures and workflows to improve performance of the field service group.
  • Maintain vendor billing records and costs
  • Maintenance of all billing backup documentation
  • Closeout of project in salesforce / other systems when project is complete and billed
  • Provide weekly forecast and 30 day lookahead for revenue and GM
  • Manage Safety Aggregators (ISN, Veriforce, Avetta, etc) and monitor the status of customers in the programs. Update data as required to stay compliant.
  • Manage Drug & Alcohol screening programs.
  • Maintain all cost / expenditure / timesheet logs
  • Help prepare and maintain financial reporting for the field service group (Man-hours, Costs, etc.)
  • Provide status information about costs, expenditures, and orders to Field Service Team members
  • Work with the service team, internal departments, and outside vendors to track and expedite orders
  • Assist with and support service training events as necessary
  • Assist and support Service Manager in daily activities as requested
Qualifications and Required Skills To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Strong commitment to seeing the task to completion
  • Strong organizational and planning skills and ability to multitask and set priorities for self and others based on IMI business needs.
  • Strong financial skills and understanding of booking / invoice / billing process
  • Committed to providing uncompromising quality
  • Must work well in a dynamic team environment with emphasis on communication and soft skills
Education/Experience
  • HS Diploma required; AA degree desired; BS degree preferred
  • 3 to 5 years of experience in a related field / similar role; or combination of education and experience
  • Knowledge in finance, invoicing, and billing in a service related field or company
  • Creative thinking/problem solving skills necessary
  • Effective communication skills (oral and written) required
  • Self-driven personality
  • Ability to work in a fast-paced environment
  • Computer literate (MS Word, Excel, Outlook, Project) desirable
  • Bilingual Spanish desirable, but not required
Physical Demands
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
  • Specific vision abilities required by this job include close vision, and ability to adjust focus.
Work Environment General office environment but occasional travel to the field might be required. Field environment would expose employee to moving mechanical parts, high precarious places, fumes, and outdoor airborne particles. The employee is occasionally exposed to outdoor weather conditions including extreme heat. The noise level in the environment is reasonable. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. IMI Process Automation

  • Invoicing Coordinator

    2 weeks ago

    Houston, Texas, United States beBee Careers Full time

    We are looking for an experienced Invoicing Coordinator to assist with creating and managing invoices, sending invoices and receiving payments, monitoring and following up on outstanding invoices to ensure timely payment, addressing billing errors and discrepancies, and maintaining accurate records.ResponsibilitiesCreating and managing invoices for the...

  • HVAC billing and Invoicing Specialist

    4 weeks ago

    Houston, Texas, United States The Contractor Consultants Full time

    Join Coopwood's Air Conditioning Inc as an HVAC Billing and Invoicing Specialist Job Title: HVAC billing and Invoicing Specialist Company Name: Coopwood's Air Conditioning Inc Salary: $23 - $30 per hour Job Type: Full-Time Location: Houston, TX Full Job Description Coopwood's Air Conditioning Inc is seeking a detail-oriented and reliable HVAC Billing...

  • Billing Coordinator

    1 week ago

    Houston, Texas, United States Staff Solve Full time

    Job Description Job Description Billing Coordinator ResponsibilitiesInvoice Generation – prepare and distribute invoices to clients, ensuring accurate pricing, billing codes, and client details.Account Management – create and maintain client accounts within the billing systems, updating information as needed.Payment Processing – monitor outstanding...

  • Billing and Invoicing Manager

    1 week ago

    Houston, Texas, United States beBee Careers Full time

    Job OverviewThe Billing and Invoicing Manager will provide critical support to project managers by preparing and submitting invoices, managing project records, and analyzing revenue and job costs.ResponsibilitiesManage project records, including contract and insurance certificate reviewPrepare and submit invoices on a weekly/monthly basis, including lump...

  • Invoicing Coordinator for Coopwood's

    2 weeks ago

    Houston, Texas, United States beBee Careers Full time

    The Contractor Consultants, a reputable HVAC service provider, is seeking an Invoicing Coordinator for Coopwood's to join our team. As a key member of our organization, this professional will be responsible for ensuring accurate and timely billing for our HVAC services, maintaining customer satisfaction, and supporting our operational efficiency.The ideal...

  • Accurate Invoicing Expert

    2 weeks ago

    Houston, Texas, United States The Contractor Consultants Full time

    The Contractor Consultants is committed to delivering exceptional HVAC services, and we are seeking an Accurate Invoicing Expert - HVAC Field to join our team. As an integral member of our organization, this professional will be responsible for ensuring accurate and timely billing for our HVAC services, maintaining customer satisfaction, and supporting our...

  • Billing Coordinator Specialist

    1 week ago

    Houston, Texas, United States beBee Careers Full time

    Job Description:As a Billing Coordinator, you will play a crucial role in creating accurate and timely customer invoices and credit memos. Your responsibilities will include working closely with field operations and marketing personnel to research and resolve billing disputes. You will also be responsible for maintaining accurate and complete well/billing...

  • Billing and Invoicing Specialist

    2 days ago

    Houston, Texas, United States beBee Careers Full time

    About the Role:This is a unique opportunity to join our team as a Billing and Invoicing Specialist. As a key member of our finance department, you will be responsible for processing and reviewing invoices, preparing financial reports, and managing financial databases.Key Responsibilities:Process and review invoices and paymentsPrepare and analyze financial...

  • Administrative Assistant for Billing and Invoicing

    7 days ago

    Houston, Texas, United States beBee Careers Full time

    We are seeking a highly organized and detail-oriented Administrative Assistant for Billing and Invoicing to join our team.Key ResponsibilitiesProcess customer invoices accurately and efficiently.Follow up on outstanding payments and communicate with customers.Reconcile billing discrepancies and resolve customer issues.Maintain accurate billing records and...

  • Invoicing Specialist for HVAC Services

    3 days ago

    Houston, Texas, United States beBee Careers Full time

    Role SummaryWe are seeking a highly organized and detail-oriented individual to join our team as an HVAC billing and invoicing specialist. This role involves managing customer billing, generating and delivering invoices, resolving errors, utilizing software, and preparing reports. The ideal candidate will have prior experience in billing, invoicing, or a...