Job Description
Job Description
Primary Roles and Responsibilities
- Accounts Receivable
- Collections
- Job Billing
- Accounting / Credit Analysis
- Customer Service
Activities
Accountable for processing customer payments and credits
Checks & wire transfersAssemble checks for review & depositRun customer credit cardsFollow-up on open items and unapplied payments on customer accountsCredit invoices as requiredObtain Regional Operations Managers approval
If over $1,000 obtain COO approvalReconcile unapplied credits on customer accountsProvide customers with copies of invoices and statements as requestedApply Gilbarco paymentsResolve customer and manager inquiries with customer paymentsPrint and Mail monthly customer statementsCreate Jobs in GP
Work with Regional Operations Managers, Construction department & salesmen to enter jobs accurately in GPFollow the Job Creation Process ProceduresEnter signed Change Orders into GPSummarize won opps to verify all jobs and service calls have been created for signed contracts and quotesAttend weekly construction meetingsComplete Job billing
Progress and final billingComplete AIA billing or online if applicableCalculate Use Tax accuratelyVerify contract totalReview & bill Cost plus jobsAll the costs are on the jobs before it is closed
Use tax entries before billing is completeEquipment owned entries for proper costingClose and finalize jobsCheck that the proper billing amounts are completedComplete funding - Finance CompaniesContact company representative
Find out requirementsComplete proper paperworkFollow-up with representativeFinal funding & billingRecord Account and contact notes in CRMSOP Batch Maintenance
Maintain and post City Desk, Items Use and SmartService Maintenance batchesPrint Edit lists to check invoices / batch for errorsCheck quotes and order batches for open invoicesReviews City Desk orders for proper sales taxes prior to postingMaintain an understanding of sales & use taxes for multiple states
Update sales and use tax rates in system as neededMonitor customer past due and collection processes
Attend Branch past due meetings with Regional Managers and CFOParticipate and lead
Provide customer information regarding paymentsResend invoices & letters regarding past dueContact customers directly on past due invoicesMaintain notes and documentation of past due payments in CRMMake decisions on turning customers over to collections or putting customers on hold / COD in GPMonitor COD customer SmartListFollow-up with CSR’s and Regional Operations Managers in regards to COD service calls that are setup for service
Contact the customer directly regarding payment optionsOnline BillingReview workflow and post invoices online
Monitor customer reports for approved and rejected invoicesReview open work orders in online portals for unbilled invoicesAccounting Support Duties
Complete incoming credit references for customersProcess monthly Smart Service invoicesUpdate customer cards with cancelation or expired Smart Service
Printing and posting monthly invoicesSupply Sale’s employees with a list of expiring contractsBegin the due diligence on credit applications for new customersSend out and follow-up on trade references
Pull the Experian credit reportPull information together and deliver package to CFO for approvalComplete weekly Accounts Payable check runCross Train in the Accounting DepartmentLearn Accounts Payable Process
Learn Service BillingCross Train / backup for customer creation in GP & CRMCommunicate potential problems / trends to managersBackup to CSR’s and Service departmentPhones
Customer questionsUpdate Portals with ETA’sAccountable for backup switchboard as needed
Normal Business hours are 8am - 5pm Monday - Friday.
hc154895
