Billing Manager

Are you a self-starter with a positive attitude ready to take on additional tasks? Are you looking for a role that provides challenge, growth, and developmental opportunities? Take the leap and make your mark at Plan Group.

The Billing Manager – Project Billing oversees the end-to-end billing process for project-based work, ensuring accuracy, compliance, and timely invoicing. This role manages a team of billing administrators, collaborates with project and finance teams, and drives process improvements to support financial performance and client satisfaction.

As a Billing Manager, you will:

• Prepare and issue invoices based on project milestones, time & materials, or fixed-fee arrangements
• Use Salesforce to issue pay applications to clients as agreed and Microsoft D 365, and update end to end details in client portal
• Maintain accurate billing records and project cost allocations
• Code invoices to appropriate GL accounts and project numbers
• Coordinate with project managers to validate billing data and ensure alignment with contracts
• Manage markup/rates on billings
• Monitor accounts receivable and follow up on outstanding payments
• Reconcile billing discrepancies between Salesforce and Microsoft D 365 and resolve client inquiries
• Generate billing reports for internal and external stakeholders
• Conduct monthly reconciliations, analysis, and reports
• Ensure compliance with company policies and client agreements
• Assist in developing and implementing billing policies and procedures
• Other administrative and project related tasks as assigned
• Team Leadership :
  • Lead, mentor, and develop a team of billing administrators.
  • Assign workloads, set performance goals, and conduct regular reviews.
  • Provide training on billing systems, policies, and best practices.

Our ideal candidate has:

• 5 plus years of experience in a similar role
• Basic understanding of accounting (debits/credits)
• Experience in a similar environment would be an asset
• Advanced knowledge of Microsoft D 365, and Microsoft Office specifically Excel
• Knowledge of Salesforce software an asset
• Excellent written and verbal communication
• Excellent analytical, time management and organization skills
• Superior attention to detail
• Excellent leadership, communication, and analytical skills
• Ability to handle strict deadlines and work under pressure
• Professional, responsive, and positive work attitude
• High respect for confidentiality and a high level of sound and independent judgement, reasoning, and discretion