Billing Specialist

3 weeks ago


San Antonio, United States Creative Financial Staffing Full time

Billing Specialist

This position is responsible for the project billing process, to include project setup, responding to client inquiries and verifying chargeable time, in accordance with established accounting standards and billing policy.

Responsibilities:

  • Basic knowledge of Project Accounting billing process
  • Ability to create basic invoices and knowledge of different invoice templates and their uses
  • Ability to run basic reports to pull pertinent project information
  • Ability to update billing terms as needed
  • Accurately completes Revenue Adjustment forms for PM and VP approval
  • Enters approved Revenue Adjustments on projects
  • Participates in Billing and Post-Close Meetings
  • Interact with clients to resolve basic billing issues
  • Inactivate or reactivate projects according to department procedures
  • Reviews and approves subconsultant invoices
  • Follows up with project managers to ensure all billing requests are fulfilled and completed within the deadlines
  • Delivers final invoices to clients via either first class man email, or web-based portal/invoicing systems
  • Process proposal logs, project initiation, and project action forms once billing cycle has ended
  • Ability to create custom reports
  • Proactively quires data to ensure accuracy (i.e. WIP on closed jobs, correct SRVP, VP, and PM structure, etc.)
  • Demonstrates critical thinking skills and applies it to the problem-solving process
  • Understands the accounting life cycle of projects
  • Ability to create advance billing terms
  • Performs other duties as assigned

Qualifications:

  • Associates Degree in Accounting or 5 years experience in accounting/billing process with some college course work completed in accounting
  • Intermediate to advanced computer literacy in MS Word, Excel, PowerPoint; any accounting software
  • Knowledge of Deltek Vision 7.0 software is a plus but not required
  • 5 years experience in billing and receivables; 2 years experience construction, engineering, utilities, or similar
  • Ability to effectively manage high volumes of work with quick deadlines and changing priorities on a consistent basis
INMAY2024 #LI-AB2 #LI-AB3
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