Accounting Assistant

Overview Billing, Credit and Collections Specialist Qualifications Ability to work in a fast-paced, team environment and meet monthly finance and company reporting deadlines required Ability to use sound judgment, due care, and act autonomously in performing the duties of billing and collections Must possess a tenacious attitude around the work of A/R Collections in handling clients with due care and professionalism, and ensuring payments are received according to terms Thorough knowledge of standard contract terms, milestone,; strong understanding of contract billing required Proficient to Expert skills in Microsoft Office Excel, Outlook, PowerPoint, etc., and experience using enterprise-level accounting software required Ability to navigate internal and external organizational obstacles and engage with all employee levels to solve problems required Ability to prepare and present weekly results in AR and Billing KPIs and results to Company Executives required Responsibilities The Billing, Credit & Collections Specialist generates project invoice transactions and oversees assigned Accounts Receivable (A/R) Collections, ensuring the integrity and accuracy of A/R transactions This position interacts closely with the company's Proposals & Contracts and Project Management teams, and has high visibility across the organization, driving company operations for billing and collections Independently lead the Collections function to ensure prompt and orderly collection of billed transactions; regularly engage within the Company (Finance, Project Managers, Business Development, etc.) and with external customers to elevate A/R Collections to an optimal level Tactfully & extensively communicate (phone and email) to critical and sizeable clients seeking payment on funds owed for work completed Prepare and issue monthly invoices for all billable projects and costs, including hourly, unit, and pass-through; guarantee timely and accurate tracking of customer contracts, change orders, and service invoices; meet departmental billing deadlines prepare monthly client financial summaries and estimates, and report KPI type data on A/R, cash collections, and days sales outstanding (DSO) to the Senior Leadership Team within the Company Manage the processing of cash receipts daily; monitor client accounts regularly and identify and pursue delinquent accounts Responsible for account reconciliation and analysis for balance sheet accounts including but not limited to cash and accounts receivable Effectively communicate with Project Managers, Business Development, and Proposals & Contracts regarding contract documents, change orders, and other contract modifications, approvals, and any additional services related to billing activities to drive collections Research, review, obtain approval (as needed), and process credit memo requests, and support Project Management with customer billing inquiries; research unpaid or disputed amounts and engage Proposals & Contracts, Project Management, and Finance departments to lead resolution and correction of customer issues and billing errors Responsible for analyzing the creditworthiness of prospective and current customers and make recommendation for credit limit and payment terms. Examining credit history using credit agency tools (D&B) and evaluating potential risks Provide year-end support of auditor requirements, which may include research and reconciliation; perform additional assignments, as directed by Finance Manager Participate in efforts to achieve department and company goals Performs other duties as assigned Cross-train within the Accounting department Qualifications AA degree in Accounting, Business or similar preferred.

One-year certificate from college and experience.

Ability to exercise tact and diplomacy handling customers and vendors. ERP software, preferable Epicore. Must have the ability to handle multiple tasks simultaneously.

AA degree in Accounting, Business or similar preferred.

One-year certificate from college and experience.

Ability to exercise tact and diplomacy handling customers and vendors. ERP software, preferable Epicore. Must have the ability to handle multiple tasks simultaneously.

The Billing, Credit & Collections Specialist generates project invoice transactions and oversees assigned Accounts Receivable (A/R) Collections, ensuring the integrity and accuracy of A/R transactions This position interacts closely with the company's Proposals & Contracts and Project Management teams, and has high visibility across the organization, driving company operations for billing and collections Independently lead the Collections function to ensure prompt and orderly collection of billed transactions; regularly engage within the Company (Finance, Project Managers, Business Development, etc.) and with external customers to elevate A/R Collections to an optimal level Tactfully & extensively communicate (phone and email) to critical and sizeable clients seeking payment on funds owed for work completed Prepare and issue monthly invoices for all billable projects and costs, including hourly, unit, and pass-through; guarantee timely and accurate tracking of customer contracts, change orders, and service invoices; meet departmental billing deadlines prepare monthly client financial summaries and estimates, and report KPI type data on A/R, cash collections, and days sales outstanding (DSO) to the Senior Leadership Team within the Company Manage the processing of cash receipts daily; monitor client accounts regularly and identify and pursue delinquent accounts Responsible for account reconciliation and analysis for balance sheet accounts including but not limited to cash and accounts receivable Effectively communicate with Project Managers, Business Development, and Proposals & Contracts regarding contract documents, change orders, and other contract modifications, approvals, and any additional services related to billing activities to drive collections Research, review, obtain approval (as needed), and process credit memo requests, and support Project Management with customer billing inquiries; research unpaid or disputed amounts and engage Proposals & Contracts, Project Management, and Finance departments to lead resolution and correction of customer issues and billing errors Responsible for analyzing the creditworthiness of prospective and current customers and make recommendation for credit limit and payment terms. Examining credit history using credit agency tools (D&B) and evaluating potential risks Provide year-end support of auditor requirements, which may include research and reconciliation; perform additional assignments, as directed by Finance Manager Participate in efforts to achieve department and company goals Performs other duties as assigned Cross-train within the Accounting department