Billing Specialist; Temp to Perm
Listed on 2025-12-19
-
Accounting
JOB SUMMARY
Under the direction of the Billing Manager, this position will work at our Pleasanton office. You will spend about 70% of your time with billings; another 20% assisting in the set-up of jobs, catching problems early-on to resolve them efficiently; and the remaining 10% with various other accounting issues.
ESSENTIAL FUNCTIONS- Assist the Billing Manager in implementing solid, cost-recoverable T&M and Lump Sum
- billings to ensure that we always maximize our billing potential
- Gain credibility with internal & external stakeholders.
- Serve as a back up to each staff member in the billing department in their respective roles.
- Prepare monthly billing projections and invoices with all assembled documentation on a timely basis.
- Assist PMs with Job Cost reports and analysis.
- Assist PMs with maintaining change order logs.
- Research and resolve job/project cost issues through investigation and analysis.
- Maintain regional responsibility for researching issues and explaining and/or training personnel to Company's accounting software.
- Serve as a back up to all billing functions, including invoice entry, document preparation, document storage, and address any other billing/cost related questions and issues with project managers and sales managers
- Perform other duties and responsibilities, as assigned by Manager.
- 3-5 years of experience in billing/accounting.
- Knowledge of Smartsheets Web App a plus.
- Strong analytical and problem-solving skills with attention to detail.
- A driven self-starter that can take the lead on initiatives and follow-through on existing
- commitments.
- Ability to demonstrate regular and dependable attendance.
- Ability to multitask in a fast paced and deadline driven environment.
- Strong proficiency in Gmail and Microsoft Office, particularly Excel, and Word
- Good communication skills- verbal and written. Be able to communicate effectively with project managers, customers, co‑workers, and executives.
- Experience with PDF form filler software.
- Bachelor's degree in a related field, preferred but not required.
- Construction industry experience is highly desirable.
- Knowledge of J.D. Edwards software preferred.
- Knowledge of Reports Now software a plus.
- Proactivity / Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one's level/position and with minimal supervision.
- Perseverance: Shows the wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
- Insight: The ability to gather and make sense of information that suggests new possibilities.
- Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.
- Teamwork: The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
- Big Picture: Understands and contributes to organizations' short- and long-term business strategy. On a personal level has independently developed a vision for short- and long-term career success.
- Motivation / Dedication: Commits to excellence in pursuing unselfish goals. Initiates action with collective goals takes responsibility and shows personal humility.
- Technical Curiosity / Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feed, back; demonstrating an openness to learning and change.
- Problem-Solver: Ability to identify, analyze, and solve a problem in support of personal, group, department, or organizational objectives.
- The employee may regularly lift and/or move up to 10 pounds, and occasionally lift and/or move up to 20 pounds.
- Specific vision abilities required by this job include Close vision and Distance vision.
- The auditory/hearing abilities required by the job include the ability to hear customers calling by telephone.
- While performing the duties of this Job, the employee is regularly required to sit for prolonged periods, stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
- The employee is regularly required to walk and sit.
- This individual must be a responsible person and regular attendance is required.
Monday through Friday beginning between 6:00 am and 7:00 am and ending between 4:00 pm and 5:00 pm, with one hour for lunch. Eight hours per day is required, and occasional overtime may be necessary due to business needs.
Competitive Wages$24.74 to $32.64 per hour. Applicants please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee's total compensation.
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