Billing Specialist

Billing Specialist (construction/AIA)

Summary of Position

The Billing Specialist is responsible for the timely and accurate execution of all tasks associated with billing CBES clients for construction project billing and other projects as needed. The Billing Specialist also assists as required with other CBES billing lines, general accounting functions, and to meet set goals and deadlines as determined by management which will be reassessed based on company initiatives.

Primary Responsibilities- Perform tasks to include assignment of job numbers, relevant job information for billing purposes, schedule of values and job cost module requirements including purchase and change orders.- Generate and submit client invoices for project billing (AIA) in accordance with CBES and client requirements, compiling all required backup documentation, billing out timely to meet required deadlines. Revise invoices as needed with approval from management including completing all internal operational procedures and processes as well as logging and tracking invoice adjustments.- Work closely with Operations and Project Managers within the office and out in the field to understand ongoing construction projects and related financial requirements.- Use Excel and other tools including Adobe Pro to produce client requested backup as needed.- Troubleshoot billing errors in Sage software as needed to maintain accuracy of invoices.- Provide a high-level of customer service by responding to clients’ concerns and inquiries in a prompt, professional manner including addressing concerns to the appropriate manager and/or project manager.- Responsible for AR Collections of respective billings, including following up with clients, researching issues as requested, participation in weekly meetings and issue resolution.- Review and assist with trackers as applicable and ensuring timely and accurate billing along with maintaining various spreadsheets, records, and financial requirements as requested.- Assist with month end close processes as requested included maintaining Committed Costs accuracy and maintenance, WIP reporting review and management of open items, vendor and Project Manager follow up for project status and unbilled invoices.- Cross train with Billing Finance team members on other lines of business in order to provide adequate Department support.- Work with Finance team members to research and resolve any billing related matters including but not limited to AP, AR and cash related transactions.- Other ad hoc projects, reporting and billing activities as needed including but not limited to process improvement and documentation of internal standard operating procedures, cross training, and audit assistance.- Other duties as assigned by Finance Management based on Finance department initiatives and priorities. Job responsibilities of role may change based on Finance Management discretion.

Education and Experience- Strong integrity and work ethic are critical- Bachelor’s degree preferred and/or equivalent work experience- 3 Years or greater in high volume A/R and Billing proficiency. Previous experience in A&E/construction AIA/ % completion billing, job costing and/or service provider accounting is preferred- CMIC experience a plus- Excellent verbal and written communication skills are essential- Demonstrated ability to prioritize work to meet set deadlines- Strong organizational and communication skills- Ability to seek out information and resolve issues- Comfortable working autonomously but within a team- Ability to use shared workflow technology (Microsoft Office, SharePoint and iCloud)- Strong Excel Experience

ABOUT CBES

City Building Engineering Services (CBES) is a leading integrated professional services firm supporting technical requirements and sustainable solutions for the retail and related industries. Utilizing our vast array of in-house resources, CBES experts tackle the most challenging projects from inception to completion, including project design, engineering, construction and commissioning. Our integrated team provides unique value serving our clients and our climate.

WHY SHOULD YOU WORK AT CBES?

CBES is part of a global network of leading professional services, infrastructure management, and data-driven sustainability solutions firms for starters. We offer a generous benefits package that includes 28 days of PTO along with a 401(k) with immediate vesting and company match.

We don’t just hire anyone at CBES; we’re looking for team members with a deep sense of responsibility, an ability to collaborate, a desire to learn and grow, a willingness to always lend a helping hand.

When you join CBES, you’re committing to making a difference. We make a commitment to you too - helping you embark on a career with purpose Whether through our world-classes training or our Leadership Development framework - CBES cares passionately about the people we hire and ensures that growth is always on the horizon.

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