Billing Specialist at The Cook & Boardman Group in Norristown, Pennsylvania

Job Description:

Billing Specialist

2562 Boulevard of the Generals, Norristown, PA 19403, USA • Norristown, PA, USA Req #491

Tuesday, October 22, 2024

Compiles data and prepares invoices and bills by performing the following duties.

Essential Functions

• Reads computer files or gathers records such as purchase orders, work orders, and field technicians' invoices to compile needed data. Enters information into accounting software. Prepares invoices, listing items sold, amounts due, and dates of shipment. Submit customer invoices using various methods including Excel and third-party websites. Meet or exceed minimum required KPI standards for the job.
  KPI - Process invoices for all orders at a ready for billing status at a department mandated cadence.
  KPI - Submit all invoices to the respective customer within 24 hours of posting unless otherwise specified by the client.
  KPI - Reconcile submission of all assigned accounts monthly and notate completion date on checklist.
• Records and processes adjustments to Freight, Sales Tax, or other billing components to correctly represent charges to customers
• Processes change order and final billings utilizing internal submission process and thru partnership with project management team
• Communicate with Accounting Team and Project Managers to obtain data/information required to perform duties. Ongoing monitoring and tracking of internal billing request submissions to ensure completion and notification.
• Support other members of Accounting Team as a backup for multiple functions (e.g. waiver review/completion, contract review)
• Assist with special projects as necessary
• Other duties as assigned by management

Minimum Qualifications

• Associates Degree preferred, or an equivalent combination of education/experience
• Minimum of 1-year general accounting experience, preferred.
• Current and valid US driver's license preferred
• Must pass pre-employment background check and drug screens

Knowledge, Skills, and Abilities

• Excellent Computer skills especially Microsoft Office products especially Excel, Word, and Outlook
• Effective accounting system skills and ability to learn and utilize industry specific software
• Effective time management and organizational skills
• Effective communication skills both verbal and in writing, excellent mathematical skills

Physical Demands
Must be able to sit for several hours at a time and be up and down between personal work area and other departmental work areas. Ability to lift to 25 pounds.

Work Environment
This job operates primarily in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.

Other details

• Pay Type Hourly

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