Billing & AR Specialist

Job Overview
We are seeking a dynamic and detail-oriented Billing & Accounts Receivable (AR) Specialist to join our finance team. In this vital role, you will manage the end-to-end billing process, ensure accurate recording of receivables, and maintain strong relationships with clients and internal departments. Your expertise will support our revenue cycle management efforts, uphold compliance standards such as SOX (Sarbanes-Oxley Act), and contribute to the financial health of our organization. This position offers an exciting opportunity to apply your accounting skills in a fast-paced environment, ensuring timely and precise financial transactions.

Responsibilities

• Take ownership of assigned accounts to ensure timely receipt of payments, resolve disputes, and collaborate with internal teams for quick resolutions.
• Conduct productive collection calls with actionable outcomes, prioritize accounts to reduce aging balances, and maintain detailed notes in the ERP system.
• Set up new projects per contract billing instructions, verify billing details with internal teams, and ensure compliance with contracts and company policies.
• Prepare and issue accurate invoices based on project contracts, reconcile billing discrepancies, and promptly address client inquiries.
• Monitor accounts receivable aging reports, proactively contact customers to prevent significant aging, and escalate issues to management as needed.
• Assist with month-end closing processes, including generating AR reports, reconciling accounts, and supporting financial reporting and audits.
• Process payments (ACH, checks, credit cards), apply credits, and manage delinquent accounts while maintaining professional communication with customers.
• Resolve discrepancies by collaborating with internal and external teams, investigating historical data, and correcting issues like misapplied payments or incorrect billings.
• Support management with settlement offers, payment plans, and escalations, while providing insights to improve cash flow and financial performance.
• Deliver exceptional customer service, track follow-up commitments, and provide feedback to optimize and streamline collection processes.
• Contribute to special projects, assist with administrative tasks, and align AR operations with project timelines and organizational goals.
• Ensure compliance with SOX controls by documenting processes, maintaining audit-ready records, and supporting internal audits.

Qualifications

• High school diploma or equivalent required.
• 2+ years of experience in AR billing, preferably in the construction or mechanical contracting industry.
• Proficiency in Microsoft Office Suite required.
• Experience with COINS ERP+, Textura, a plus.
• Strong attention to detail and accuracy in data entry and financial reporting.
• Building positive working relationships with multiple levels of employees and management is required.
• Excellent communication and interpersonal skills for client and team interactions.
• Ability to prioritize tasks, meet deadlines, and work independently in a fast-paced environment.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Work Location: In person