Proficiency in Microsoft Office Suite or related software and other accounting software programs.
Ability to operate office equipment, including computers, a 10-key calculator, and a copier.
Ability to work independently and in a fast-paced environment.
Ability to anticipate work needs and interact professionally with customers.
Organizational skills and attention to detail.
Ability to sit for prolonged periods at a desk and work on a computer.
Ability to move up to 15 pounds at times.
Responsibilities
Prepare, post, verify, and record customer payments and accounts receivable transactions.
Create invoices according to company practices and submit invoices, AIA billings, and lien waivers to customers by the monthly cutoff.
Maintain and update customer records, including changes to names, addresses, mergers, and mailing attentions.
Draft correspondence for standard past-due accounts and collections; identify delinquent accounts by reviewing files and contact delinquent accountholders to request payment.
Research customer discrepancies and past-due amounts and work with other staff to resolve issues.
Assist in generating monthly billing statements and mail or email them to customers.
Assist the Accounting Manager with financial and bank audits by providing requested information to auditors.
Copy, file, and retrieve accounts receivable materials as needed.
Maintain onsite financial records from the legacy platform in a log book.
Perform cash application and collections.
Use office equipment to complete tasks.
Correspond with customers professionally and promptly by email and phone.
Assist with answering phones as needed.
Perform other related duties as assigned.
Job Summary — The Billing Analyst will assist in ensuring that the company receives payment for goods and services offered to clients.
The Billing Analyst is responsible and accountable for:
Preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable.
Creating invoices according to company practices; submitting invoices/AIA billings and lien waivers to customers by monthly cut-off.
Maintaining and updating customer records, including name or address changes, mergers, or mailing attentions.
Drafting correspondence for standard past-due accounts and collections, identifying delinquent accounts by reviewing files, and contacting delinquent accountholders to request payment.
Researching customer discrepancies and past-due amounts and works with other staff to resolve issues.
Assisting in generating monthly billing statements and mailing or emailing to customers.
Assisting Accounting Manager with Financial and Bank audits by providing requested information to auditors.
Copying, filing, and retrieving materials for accounts receivable as needed.
Maintaining onsite financial records from legacy platform in log book.
Performing other related duties as assigned.
Essential Functions:
Cash application/collections
Invoice creation and submission of invoices and/or AIA billings
Using office equipment to complete tasks
Timely and professional correspondence through email and on the phone
Assisting with answering phones as needed
Experience & Other Requirements:
High School Education or equivalent
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software as well as other accounting software programs.
Ability to operate related office equipment, such as computers, 10-key calculator, and copier.
Ability to work independently and in a fast-paced environment.
Ability to anticipate work needs and interact professionally with customers.
Excellent organizational skills and attention to detail.
Prolonged periods sitting at a desk and working on a computer.