Billing Coordinator II

Position Summary The Billing Coordinator II will be responsible for but not limited to calculating invoice values based on customer purchase orders and reports from operations of work performed and equipment used, and issue final invoices upon approval.

Essential Functions and Responsibilities Accounting:
Developing and maintaining integrated accounting and financial management systems that includes:

Review the accuracy of the Job Days report in Net Suite on a daily basis

Oversee summarization of all costs assigned to jobs to ensure efficient billing of the project

Research and troubleshoot all billing issues that occur

Develop monthly support for unbilled AR and provide for posting of monthly accrual entry

Reporting:
Directing the preparation and posting of invoices in Net Suite and sending the invoice to the customer for payment on a timely basis.

Collaboration:

Working with all departments of the company, specifically accounting and finance, and assist with the execution of the external financial statement audit.

Process improvement:
Resolving workflow inefficiencies that arise when technical systems don't communicate well.

Personnel:
Interact with other departments and support personnel as required including, but not limited to IT, Operations and Sales.

Qualifications and Skills High school Diploma or Equivalent2-5 Years of relevant experience as a billing coordinator in the industrial services industry.

Handle more complex billing tasks (e.g., reconciliations, billing adjustments, dispute resolution)
Work more independently than a Level I.

Experience with milestone billing or progress payments

Possibly train or guide junior team members

General understanding of generally accepted accounting principles and their application within the company

Set and track key performance indicators (KPIs) to assess performance of department team members.

Working knowledge of the TRACK and/or equivalent customer billing portals.

Critically review the accounting records for accuracy and completeness prior to sharing information with company management.

Must be authorized to work within the United States.

Equivalent combination of experience and training which provides the required knowledge, skills and abilities.

Physical Requirements Ability to use a keyboard, mouse, and various office equipment (such as printers, phones, and fax machines) to complete assigned duties.

Ability to sit for extended periods while working at a desk or computer.

Adequate vision (with or without correction) to read documents, emails, and work on a computer screen.

Sufficient hearing to engage in conversations and participate in phone calls and meetings.

Occasionally lift and carry files or office supplies up to 25 pounds.

Occasional walking, standing, and bending to perform tasks, access files, or attend meetings.

Ability to work in a typical office setting with moderate noise levels, varying temperatures, and exposure to computers.

Work Environment The work environment is primarily office-based, requiring employees to perform tasks while seated at a desk for extended periods. Daily responsibilities include using a computer, handling documents, and engaging in virtual or in-person meetings. The atmosphere is quiet and professional, with opportunities for collaboration in designated spaces. Employees should be comfortable with prolonged focus on detailed tasks and occasional light physical activity, such as retrieving office supplies or attending in-office meetings.
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