Billing Coordinator
4 weeks ago
We are seeking a highly skilled Billing Specialist to join our team at Cook & Boardman. The successful candidate will be responsible for compiling data, preparing invoices, and enforcing collection policies with customers.
Key Responsibilities- Compile data from various sources, including purchase orders, work orders, and field technicians' invoices.
- Enter information into accounting software and prepare invoices listing items sold, amounts due, credit terms, and dates of shipment.
- Submit customer invoices using various methods, including Excel and third-party websites.
- Meet or exceed minimum required KPI standards for the job, including processing invoices within 48 hours and submitting invoices to customers within 24 hours.
- Update the "Submission Checklist" weekly and reconcile customer third-party facility maintenance websites.
- Prepare credit memorandums to indicate returned or incorrectly billed merchandise and post transactions to accounting records.
- Communicate with Customer Service Representatives and Project Managers to obtain data/information required to perform duties.
- Enforce collections policies and agreed-upon payment terms with customers.
- Participate in the review of AR aging reports and emailing statements.
- Assist with special projects as necessary.
- Associates Degree preferred, or an equivalent combination of education/experience.
- Minimum of 1-year general accounting experience, preferred.
- Current and valid US driver's license preferred.
- Must pass pre-employment background check and drug screens.
- Excellent computer skills, especially Microsoft Office products, especially Excel, Word, and Outlook.
- Effective time management and organizational skills.
- Effective communication skills, both verbal and in writing, and excellent mathematical skills.
This job operates primarily in a professional office environment. The role routinely uses standard office equipment, such as computers, phones, photocopiers, filing cabinets, and fax machines.
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