Billing Specialist

What we offer:

* Work-life balance.

* Career advancement opportunities.

* A great manager and/or team.

* A compelling work culture.

* A sense of purpose.

Duties and Responsibilities:

Billing Specialists perform many accounting, customer service and organizational tasks to promote the financial health of their organization. These duties and responsibilities often include:

* Searching each financial statement for any payment inconsistencies or errors

* Collaborating with customers, and other team members to resolve billing inconsistencies and errors

* Creating invoices and billing materials to be sent directly to a customer

* Inputting payment history, upcoming payment information or other financial data into an account

* Finding financial solutions for customers

* Informing customers of any missed or upcoming payment deadlines

* Calculating and tracking various company financial statements

* Translating coding for cost analysis

Requirements:

Previous experience in billing, invoicing, or accounts receivable is necessary, with a strong preference for experience in the HVAC, plumbing, or construction industries.

Software proficiency:

* Microsoft Office Suite (especially Excel

* Experience with specific HVAC/construction accounting software (e.g., Viewpoint, Acumatica, COINS) is a plus

Technical skills:

* Strong understanding of invoicing and accounting practice

* Familiarity with HVAC service terminology

* Knowledge of work order processing and collections is often required

Soft skills and competencies:

* Exceptional attention to detail and accuracy

* Strong problem-solving and communication skills (both written and verbal)

* Ability to multitask and meet deadlines

* Strong organizational and customer service skills

Education:

* A high school diploma or GED is typically required.

* Specific HVAC or billing certifications may be required for some positions.

* Training programs, either on-the-job or in a classroom, may be beneficial for those new to the field.