
Billing Specialist
- Jacksonville, FL
- Permanent
- Full-time
- Analyze and understand contract terms to ensure that billing is accurate and meets Revenue Recognition standards.
- Process and own monthly, weekly, or period client billing for complex/large-scale cost-plus and lump sum projects within the deadline. Detail review billings and submit to the project management team for review.
- Submit reviewed invoices using the client’s preferred method. Learn, use, and master working with multiple online billing systems outside of our internal ERP/billing system, monitor submission status, and resolve inquiries or participate in training or system knowledge transfer as needed to utilize the external billing system efficiently.
- Monitor accounts receivable/DSO and assist project managers with collection and entry.
- Prepare, create, and/or utilize dynamic Excel Automate using formulas such as lookups or pivot tables to expedite data collection and entry.
- Reconcile variances.
- Works independently to prepare and issue reports, as serves as a resource for questions and escalation.
- Respond timely and professionally to email inquiries internally and externally, researching and resolving disputes, concerns, or requests for information.
- Participate in process mapping and/or process improvements; document and communicate changes with stakeholders and co-workers.
- Provide mentorship and technical guidance to junior billing associates.
- Associate's Degree in Business or related field is required; additional relevant certifications are a plus.
- 7+ years’ experience working with receivables, with at least 2 years in the AEC industry.
- Proficiency with business software applications, including Word, Excel, PowerPoint, Outlook, Adobe, and/or Bluebeam Revu PDF software.
- Experience with Office 365 applications for productivity and collaboration, such as Teams, OneNote, OneDrive, and SharePoint.
- Strong Excel Skills, with experience using lookup functions and analyzing data with Pivot Tables.
- Experience using Deltek Vision, Vantage Point, or a similar AEC industry-specific ERP system preferred.
- Possess strong organizational, prioritization, and communication skills, including the ability to effectively interact with and build strong relationships with others.
- Knowledge of setting up billing terms such as applying multipliers, overhead rates for multiple states, fixed fees, taxes, and retainage to meet the client’s invoicing requirements.
- Experience with high-volume complex billing.
- Sense of urgency and ownership over work product.
- Associate degree in Business or related field is required; additional certifications are a plus.
- 2+ years of AEC Client Billing