Billing Specialist

4 weeks ago

Richmond, United States Cranemasters Full time
Description

Essential Functions:

  1. Compiles job cost data from source documents (project reports and electronic format) in order to produce accurate invoices. Verifies data, seeks missing data (unreported equipment usage, labor and/or expenses) from appropriate department/division. Submits invoices to appropriate division manager, department head or director for review and finalization. Follows-up as needed to meet deadlines. Enters accurate data into Vista or other system/program as needed.
  2. Collaborate and communicate with all levels of Cranemasters team members in order to obtain information necessary for accomplishment of customer billing. Follows-up and pursues billing related data ensuring that all job costs are fully accounted for and billed appropriately.
  3. Ability to multitask and follow-up on billing data requests as needed, ensuring all job-related costs are fully accounted for and billed appropriately and timely.
  4. Submit invoices by email or customer portal. Responsible for follow-up on unpaid invoices.
  5. Acts as single point of contact for internal and external customers to complete billing process.
  6. Provides a high level of customer service to both internal and external customers by prompt and thorough attention to details.
  7. Answers questions, resolves problems, makes adjustments and communicates in such a manner so as to keep divisions/departments informed of billing in-process.
  8. Document, communicate, and pass along information related to accomplishment of field activities that have the potential to impact billing.
  9. Proactive in seeking information, develops knowledge of Cranemasters work in order to perform work in such a manner as to ensure accuracy of final customer invoice.
  10. Utilize and accurately interpret source documents including customer contracts that can have the potential to impact billing.
  11. Responsible for accomplishment of month-end closing assignments.
  12. Follows established processes for import/export of data from various systems/ programs.
  13. Ability to learn and effectively use the different modules in Salesforce and Vista essential to processing invoices.
  14. Other duties as assigned.
    Required Knowledge, Skills, and Abilities:

    1. Accounting clerk experience preferred.
    2. Strong computer skills including proficiency with Microsoft Office.
    3. Ability to learn and use specialty software including Timberline and ViewPoint.
    4. Ability to develop knowledge of Cranemasters business operations and equipment.
    5. Very strong organization skills required.
    6. Very strong communication skills required.
    7. Strong problem -solving skills required.
    8. Must be able to collaborate effectively with overall Cranemasters team.
    9. Ability to gather, organize, and analyze data in order to accomplish job assignments.
    10. Ability to project a professional image in order to establish and maintain effective working relationships with internal and external customers.
    11. Ability to read, write and speak English.
    Physical Demands:
    1. Ability to answer phones in order to assist customers with billing inquiries.
    2. Ability to utilize office equipment and lift/carry items typically associated with office environment in order to achieve task completion.
    Required Certifications and Licenses:
    1. Valid Driver's License.
    2. Three years demonstrated experience in job cost billing or an equivalent combination of education and experience.

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