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Job Description
Position Summary
The Billing Analyst performs contract and billing preparations for an engineering team. They coordinate with clients and Project/Program Managers to setup projects, obtain necessary purchase orders, and navigate through the hurdles of billing approvals. They work closely with the accounting team to finalize invoices and assist with completion.
Essential Job Functions & Accountabilities
Project Billing
Obtains client purchase orders and sets up projects/phases to match client needs.
Performs monthly billing reconciliations.
Maintains the project database.
Prepares various reports for management such as outstanding accounts receivables and collections.
Prepares invoices ensuring contract terms and fee schedules are met.
Other duties as assigned.
Client Troubleshooting
Troubleshoots billing problems and offers constructive solutions to billing inquires.
Contacts clients regarding payments, billing options, account reconciliations, collections, and more.
Core Competencies
Communication
Keeps others informed conveying information clearly and with an appropriate level of detail.
Listens attentively to others and takes an interest in what they have to say.
Responds openly to others encouraging honest, productive communication.
Integrity
Demonstrates consideration for the opinions, perspectives, and experiences others.
Takes responsibility for personal actions and delivers on commitments.
Aims to understand how actions impact others.
Quality Orientation
Takes steps to ensure work is done correctly.
Delivers on client expectations.
Strives to follow policies and procedures.
Teamwork/Inclusion
Shares time, effort, and consideration with others.
Gets curious, takes interest, and learns from the diversity of others.
Shows enthusiasm for team goals.
Continuous Learning
Views mistakes and change as a growth opportunity.
Recognizes gaps in personal knowledge and enthusiastically pursues opportunities to learn something new.
Engages others when tackling an unfamiliar task or responsibility.
Functional/Technical Expertise
Recognizes routine problems and identify solutions.
Keeps up with industry and/or discipline standards.
Maintains best practice throughout all job functions.
Required Education, Experience, Licenses & Technical Competencies
Bachelor’s degree in accounting, finance or related field preferred
3 years’ relevant experience required
Architecture/Engineering/Construction or Professional Services industry experience preferred
Experience with Deltek Vision accounting software and Concur preferred
Knowledge of accounting functions and processes
Ability to multitask
Advanced knowledge and ability in the use of Microsoft Office applications (i.e. Microsoft Word, Excel, Access, PowerPoint, etc.)
Ability to interact with clients, upper management and project managers
Detail oriented with an Accounting background
Excellent communication skills both written and verbal
Excellent analytical and problem solving skills
Ability to manage multiple projects concurrently
Flexibility and organization skills
Must demonstrate proficiency in all core competencies as described and characterized in this job description
Physical & Other Requirements
Prolonged periods of sitting or standing at a desk and working on a computer.
Ability to read, write and communicate in English.
