Billing Analyst

Creating invoices according to company practices; submitting invoices/AIA billings and lien waivers to customers by monthly cut-off. The Billing Analyst is responsible and accountable for : Preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable.

Job Summary — The Billing Analyst will assist in ensuring that the company receives payment for goods and services offered to clients.  The Billing Analyst is responsible and accountable for: 

• Preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable. 
• Creating invoices according to company practices; submitting invoices/AIA billings and lien waivers to customers by monthly cut-off. 
• Maintaining and updating customer records, including name or address changes, mergers, or mailing attentions. 
• Drafting correspondence for standard past-due accounts and collections, identifying delinquent accounts by reviewing files, and contacting delinquent accountholders to request payment. 
• Researching customer discrepancies and past-due amounts and works with other staff to resolve issues. 
• Assisting in generating monthly billing statements and mailing or emailing to customers. 
• Assisting Accounting Manager with Financial and Bank audits by providing requested information to auditors. 
• Copying, filing, and retrieving materials for accounts receivable as needed. 
• Maintaining onsite financial records from legacy platform in log book. 
• Performing other related duties as assigned. 

Essential Functions:

• Cash application/collections 
• Invoice creation and submission of invoices and/or AIA billings 
• Using office equipment to complete tasks 
• Timely and professional correspondence through email and on the phone 
• Assisting with answering phones as needed 

Experience & Other Requirements: 

• High School Education or equivalent 
• Excellent verbal and written communication skills. 
• Proficient in Microsoft Office Suite or related software as well as other accounting software programs. 
• Ability to operate related office equipment, such as computers, 10-key calculator, and copier. 
• Ability to work independently and in a fast-paced environment. 
• Ability to anticipate work needs and interact professionally with customers. 
• Excellent organizational skills and attention to detail. 
• Prolonged periods sitting at a desk and working on a computer. 
• Must be able to move up to 15 pounds at times. 

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