About this role
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.
- Must be able to move up to 15 pounds at times.