Billing And Collections Specialist

The Billing and Collections Specialist provides financial, administrative, and clerical services. Accounts Receivable duties include ensuring accuracy and efficiency of timely billing based on customer requirements and internal procedures. This position will be responsible for developing and maintaining a strong and professional relationship with client Accounts Payable departments. This position will monitor and book incoming payments and be able to report on past due status of any invoices. The Billing and Collections Specialist will work closely with internal departments and reconcile monthly billings for active projects for their assigned customers.

You're Impact:

• Prepare and distribute pre-bills for review and approval by the internal projects lead.

• After approval, prepare invoices and any required documentation to accompany invoice such as pay applications, back-up documentation, reimbursable receipts, etc. Send to client per submittal instructions, whether email or portal.

• Follow-up with clients on open balances as necessary, including sending monthly statements.

• Work with the Client Executives & Internal Projects Leads to determine status of outstanding receivables.

• Process, verify and post receipts for services rendered.

• Research and resolve account discrepancies.

• Research expenses incurred during a project to determine if the expense is eligible for reimbursement per contractual agreements.

• Obtain information from other departments to ensure records are accurate and complete and that accounts receivable ledgers and journals are up to date.

• Work on cross-functional project teams as may be required.

• Work with Projects Accountants on internal billing status and project changes, including change orders, contract amendments, etc.

• Generate reports and statements for internal use.

• Verify that the billing parameters are setup correctly in the ERP system.

• Engage in ongoing educational opportunities to update job knowledge.

• Participate in regular finance meetings via in person or using MS Teams or other conferencing software.

Here's What You'll Need:

• 5+ years of billing and collection (Accounts Receivable functions) experience working in a highly matrixed, professional services organization.

• Project-based billing experience preferred.

• Familiarity with submittal invoices through portals.

• Strong typing and computer skills, especially with accounting software.

• Excellent communication, research, problem solving, and time-management skills. Top candidates take a proactive approach to problem solving and can communicate effectively with client organizations and internal management.

• High level of accuracy, efficiency, and accountability.

• Strong attention to detail.

• Excellent organizational skills.

• Ability to work well under pressure, juggle and prioritize multiple projects and adjust work accordingly, often against tight deadlines.

• Ability to build relationships with clients and internal departments.

• Committed to exemplary customer service.

Here's How You'll Stand Out:

• Experience using Deltek accounting software strongly preferred, but not required.