Reporting to the Director of Billing and Collections, this position will work at our offices in San Leandro. The primary responsibilities include: day to day processing of construction and service projects, billing issue resolution, team support, process improvements and cross functional collaboration to resolve accounting issues, and participation in monthly Work in Progress (WIP) reviews.

Specifically, your responsibilities are to:

• Train existing and new employees in the billing department


• Billing of construction and service projects for an assigned group of Project Managers


• Document and Disseminate existing and new billing system and department processes


• Point of escalation and support for billing specialists


• Point of escalation and support for other departments for any billing issues: Payroll, HR, AP, Contracts, Collections, Etc.


• Help billing specialists with Job or PM issues that they cannot resolve


• Research and resolve job/project cost issues through investigation and analysis.


• Assist the Billing Managers and Director of Billing and Collections in implementing standard, cost-recoverable billings to maximize our billing potential


• Prepare monthly billing projections and submit for invoice preparation on a timely basis.


• Effective engage and maintain strong working relationships with internal & external stakeholders.


• Assist PMs with Job Cost reports, analysis and change order log maintenance.


• Serve as a back up to all billing functions, including invoice entry, document preparation, document storage, and address any other billing/cost related questions and issues with project managers and sales managers


• Learn and be a key user of our industry specific accounting/project management software.


• Attend and participate in monthly WIP meetings and update JD Edwards with updated contract values/TEC and present CIE (Costs in Excess) and BIE (Billing in Excess) reports to management.


• Perform other duties and responsibilities, as assigned by Manager.

Job Requirements:

• In a role that requires daily interaction with such a wide range of individuals - including Project Managers, Sales Managers and customers -- the true "keys to success" will lie in the ability to build strong working relationships through diplomacy, teamwork, superb communication skills, and a "customer service" approach. Additionally, success in our environment will call for:
  
  
  
  • Assertiveness - Confidently manage the expectations of internal stakeholdersse individuals and effectively juggle conflicting priorities.
  
  
  • Results orientation - to keep up with our pace, demonstrate initiative and aim to achieve goals with a great degree of independence, but know when to ask for help or clarification.
  
  
  • Big picture outlook - execute your activities with technical proficiency, but also understand the big picture context of your activities, and to be proactive in finding ways to and making recommendations to improve our processes.
  
  
  • Flexibility - our evolving department and growing organization will require the ability to effectively manage change and quickly shift priorities as needed.
  
  

Required Experience:

• 5-7 years of experience in billing/accounting.


• Strong analytical and problem solving skills with attention to detail.


• A driven self-starter that can take the lead on initiatives and follow-through on existing commitments.


• Ability to demonstrate regular and dependable attendance


• Ability to multitask in a fast paced and deadline driven environment


• Strong proficiency in Microsoft Office, particularly Excel, and Word


• Good communication skills- verbal and written. Be able to communicate effectively with project managers, customers, co-workers and executives.


• Construction industry experience is highly desirable.


• Knowledge of character-based software or familiarity with Great Plains & Profit Tool is a plus.


• Bachelor's degree in a related field, preferred but not required


• Experience with Pdf form filler software

Physical Requirements: (The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

• The employee may regularly lift and /or move up to 10 pounds, and occasionally lift and/or move up to 30 pounds.


• Specific vision abilities required by this job include Close vision and Distance vision.


• While performing the duties of this Job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.


• The employee is regularly required to walk and sit.


• As the employee's work and archive demands, the employee is occasionally required to reach above shoulder height to access storage cabinets.


• Regular and routine attendance required.

This is a non-exempt, full-time position, with standard hours of 8:00 AM to 5:00 PM, with overtime as required.