Billing Coordinator

4 weeks ago


Bedford Heights, Ohio, United States Cook & Boardman Full time
Job Summary

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.
Requirements
  • 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.
Skills and Abilities
  • 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.
Work Environment

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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