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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.