Billing Associate

Overview:

This position will work primarily, though not exclusively, with the Alterman receivable’s function providing invoicing and billing support.

Essential Functions:

1. Processes and prepares customer invoices: 60%

• Receives billing/invoice worksheets from Project Managers to be reviewed for accuracy.
• Verifies worksheet details to the contract/PO/work order details from Owner/GC.
• Prepares invoice in Spectrum/accounting software and emails to customer.
• Prepares Facility invoicing that will be entered into Spectrum / accounting software and then entered in the customer’s online billing platform.

2. Assists Operations Accounting Coordinator: 5%

• Assists with billing reports for Divisional Directors and PMs.
• Assists with Accounts Receivable (AR) aging reports for the AR Collections Associate.
• Assists with collections as requested.

3. Processes invoices and statements: 20%

• Provides weekly invoices prepared to Operations Coordinator for posting.
• Analyzes billing requests to process and produce invoices.
• Prepares monthly statements and submits them to customers.

4. Provides customer service: 10%

• Responds to billing inquires by Divisional Directors, and PMs, and customers.
• Researches and responds to routine customer billing and  billing statement inquiries.

5. Performs other duties as required. 5%

Education and Experience:

• High school diploma or general education degree (GED) preferred.
• One to three years related experience and/or training preferred.

Skills/Abilities:

• Language Skills-Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Mathematical Skills-Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.  
• Reasoning Ability-Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a basic variety of technical instructions in mathematical or diagram form and deal with basic abstract and concrete variables.
• Computer Skills-To perform this job successfully, an individual should have knowledge of Spreadsheet software and Word Processing software. Prior experience with accounting software is preferred.
• Interpersonal Skills – Customer service skills required as well as the ability to work well in a team environment.

Work Environment:

• Office environment.
• Moderate noise level.

Physical Demands:

• While performing the duties of this Job, the employee is regularly required to sit and use a computer; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. Specific vision abilities required by this job include close vision.
• Must be able to lift up to 15 pounds at times.