Billing Specialist

Join the Leader in Testing and Balancing Services!

Founded in 1989, Palmetto Air & Water Balance is a leading HVAC testing and balancing services company. More than 350 team members across 27 offices in seven states support our customers, including the largest team of Test and Balance Engineers and Certified Technicians in the United States. Our family-oriented culture is grounded in integrity, respect, professionalism, teamwork, and excellence. Learn more about us at http://www.palmettoairbalance.com.

At Palmetto Air & Water Balance, you will have the opportunity to contribute to the Company’s rapid growth and success while building a long-term career supported success by a competitive compensation package. We are seeking an experienced Billing Accountant that is enthusiastic about joining our team.

Why Palmetto?

• Career Growth: Own your professional development with a company that values growth, fosters learning, and empowers you to thrive.
• Unique Ownership Program: All Palmetto team members participate in an ownership culture and may have the opportunity to earn a financial benefit.
• Company Growth: Contribute to Palmetto’s organic growth and acquisitions while gaining experience that can accelerate your career development.
• Comprehensive Benefits: Enjoy a range of benefits including 100% company medical and dental coverage for the employee, life insurance, 401(k) with matching, paid time off, and more.

Position: Billing Accountant

As a member of our Accounting Support Team, you will manage billing and follow-up for a designated group of Palmetto locations as part of Palmetto’s billing team. Success in this role depends on accurate execution, timely follow-up, and strong working relationships with operations leaders and customer accounting representatives. As you gain experience, you may also support special projects, including onboarding acquired companies into Palmetto’s billing process.

Key Responsibilities:

• Learn Palmetto’s custom AirOne operating system, specifically the project contracting and billing components that drive invoicing.

·        Process customer invoices through our NetSuite ERP system, ensuring they are accurate, complete, and consistent with customer contracts.

·        Complete ancillary forms customers require to accompany invoices.

• Retain and electronically file documentation in a timely manner.
• Take ownership of the ongoing follow-up with customers to support timely payment. Document communications with customers as they occur.
• Communicate with operations managers about overdue invoices and request their assistance when needed.
• Help with annual audit inquiries.
• Assist with other accounting and administrative tasks as needed
• Pick-up mail and complete other Company errands as needed. Mileage is reimbursed.
• This is a full-time, in-office position.

Qualifications:

• Experience with billing and customer follow-up is required. Experience with project-based billing is preferred.
• Excellent attention to detail and accuracy in data entry and record-keeping.
• Excellent verbal and written communication skills to interact with internal teams and external customers
• You should have proficiency in using Microsoft Excel, including the ability to create basic formulas and analyze data.
• Strong organizational and time management skills to meet deadlines and prioritize tasks.
• Proven ability to work independently and collaboratively in a team environment
• High level of integrity and commitment to maintaining confidentiality.
• Experience using general ledger software is required. NetSuite experience is preferred.
• A high school diploma or equivalent is required. An associates or Bachelor's degree in a business discipline is preferred.

Benefits:

• Company paid base medical and dental coverage for the employee.
• $30,000 in life insurance coverage.
• Vision, voluntary life insurance, short-term and long-term disability, accident & critical illness insurance coverage are available for purchase.
• 401(k) matching program
• Paid time off and holiday pay

Pay: $23-26 per hour

If you are ready to take ownership of the billing process while growing with a dynamic, family-oriented team, apply today to join Palmetto Air & Water Balance!