Billing Operations Specialist/Analyst

2 days ago


Charlotte, North Carolina, United States Carrier Full time
Job Summary:

The Billing Operations Specialist/Analyst will be responsible for ensuring the accuracy and completeness of financial transactions. This includes verifying job completion and customer authorization, posting and validating costs, and correcting cost posting errors. The successful candidate will work closely with the field offices to confirm job status and resolve any issues that may arise. Additionally, they will be responsible for managing the open order daily and addressing corrections and updates as needed. The ideal candidate will have a strong background in finance and accounting, with excellent communication and problem-solving skills.

Key Responsibilities:

Validate completion of jobs for billing, checking for customer authorization, completion/closure of the service order/project, validate correct cost postings and correcting as needed and setting jobs to Ready to Bill status for the billing team.

Communicate with field offices with regard to status and issues with jobs.

Commit to and monitor the Open Order status daily and for month end related activities.

Address corrections and updates as needed.

Assist with customer disputes as needed, providing regular updates to the customer.

Deliver to established performance metrics.

Contribute to the continuous improvement of the billing readiness process.

Required Qualifications:

High School Diploma or GED.

5+ years of work experience in a business environment.

1+ years of experience in Microsoft Office Suite.

Preferred Qualifications:

Bachelor's Degree in Business or other related field.

Experience in job costing, accounting and customer service.

HVAC Service industry experience.

ServiceMax, Salesforce, and SAP experience.

Demonstrate and build deep process expertise.

Foster a culture of continuous improvement.

Demonstrate financial acumen.

Work Schedule:

Monday and Friday will be remote.

Tuesday, Wednesday, and Thursday are in office.

Carrier is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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