Billing Specialist

SUMMARY OF POSITION AND RESPONSIBILITY

The Billing Specialist is responsible for the accurate and timely preparation, processing, and submission of customer invoices for cabinet manufacturing projects. This role ensures all billing is completed in accordance with customer contracts, purchase orders, project milestones, and company policies. The Billing Specialist works closely with project managers, sales, production, accounting, and customers to verify billing information, resolve discrepancies, and maintain accurate records. The position plays a critical role in supporting cash flow by ensuring invoices are submitted correctly and payments are received in a timely manner.

ESSENTIAL FUNCTIONS

• Prepare, verify, and process standard and non-standard AIA invoices and code billing documents for assigned customers.
• Obtain, and verify other necessary documentation as provided. (i.e. Lien waivers)
• Communicate with customers regarding specific account information and account assignments.
• Follow up on Past due invoices with Customers to insure prompt payments. 
• Resolve any account issues as needed and communicate these issues or concerns to supervisor and management.
• Maintain accurate records within the established systems and processes for assigned accounts.
• Perform necessary follow-up functions to meet Customer requirements.
• Process documentation and prepare reports as necessary to support account and Customer requirements
• Meet established performance goals and deadlines in ways that comply with company & Customer service level agreements.
• Set up new project folders as needed and add projects to Trackers.
• Adhere to company policies and procedures.

QUALIFICATIONS (EDUCATION, CERTIFICATIONS, AND/OR TRAINING)

Required Education:

• High school diploma, and a minimum of 3 or more years of related experience. Some College preferred, but experience will be considered.

Required Experience:

• Accounts Receivable - construction billing preferred (3+ years) 
• Experience with construction 3rd party ERP Platforms (GC Pay, Procore, Textura) is a plus.
• NetSuite accounting is helpful. (Or other major accounting software experience)
• Must be strong in Excel and most MS software (Excel is a Must)
• Proficiency in English (Spanish is helpful)
• Results-driven and patient
• High degree of attention to detail and trustworthiness
• Must meet Monthly Deadlines

ESSENTIAL SKILLS, KNOWLEDGE, ABILITY, AND MENTAL REQUIREMENTS

• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills
• Extensive knowledge of, or the ability to quickly learn company's services and procedures
• Proficient with Microsoft Office Suite 
• Organizational skills, a sense of urgency and strong attention to detail
• Able to meet requirements and deadlines with minimal oversight and direction

WORK ENVIRONMENT

General office environment, with occasional visits to production or operational areas as needed.

PHYSICAL DEMANDS

Ability to work in an office setting, including extended use of a computer and collaboration with multiple teams.