Billing Clerk

This role offers a contract to permanent employment opportunity that will require you to focus on data entry, accuracy, and communication.

• Assist with the preparation, organization, and storage of information in both paper and digital formats
• Prepare various contract documents and complete project closeout documentation
• Compile job cost reports and update customer system inventory in the CRM program for completed billings
• Prepare invoices, listing items sold, work completed, amounts due, credit terms, and dates of completion
• Ensure all billing and accounting deadlines are met, communicating exceptions as necessary
• Produce various billing reports, summarizing and analyzing them as necessary
• Assist with the creation of billing summaries for customers without website billing
• Prepare credit memorandums to indicate returned or incorrectly billed products or services
• Post transactions to accounting records and work with account representatives as needed to prepare and correct invoices
• Follow up on open receivables and maintain aging report for A/R updates
• Process and scan billings for approved invoices, submitting vendor invoices to A/P for payment
• Review vendor statements and investigate older items
• Participate in month-end closing processes
• Provide administrative support to the Service Manager in the HVAC Department, including assisting with dispatching as necessary and answering incoming phones as necessary.
• Proficiency in Accounting Software Systems
• Familiarity with ADP - Financial Services
• Experience with Computerized Billing
• Knowledge of EHR SYSTEM and Epic Software
• Ability to use About Time software
• Understanding of general Accounting Functions
• Experience with Accounts Payable (AP) and Accounts Receivable (AR)
• Comfortable with Answering Inbound Calls
• Prior experience in Billing and Billing Functions
• Familiarity with AIA Billing and Time & Materials Billing.