Professional Services Billing Associate

Job Description

Job Description

POSITION DESCRIPTION

Under the general direction of the Controller, perform the firm's billing duties, including processing invoices for assigned teams; preparing client required documents; coordinating with assigned managers to monitor status of receivables including posting of corrections, credit memos and write-offs; creating and maintaining projects including project billing terms and budgets; creating and maintaining billing tables; running standard reports; maintaining and organizing files and timekeeping.

ESSENTIAL FUNCTIONS (may include but are not limited to):

• Prepare bills and invoices to clients in accordance with contract specifications and/or criteria; record

  invoices in accounting systems.

• Maintain billing logs, project completion percentages, amounts billed-to-date, and other billing data

  ensuring amount billed does not exceed established contract, phase, or task.

•  Track and process incoming payments in compliance with financial policies and procedures; take deposits

  to bank.

•  Create client/contract billing terms and templates according to contract specifications in accounting

  software and/or other applicable forms required by the client; maintain project-related records including

  contracts and change orders.

•  Review and post supplier/sub-consultant invoices and employee/sub-consultant timesheets for work

  related to a project.

•  Investigate project variances and submit variance reports to management.

•  Report project profitability; track and report on remaining funding available for projects.

•  Perform day-to-day financial transactions including verifying, classifying, computing, posting, and recording

  accounts receivable data.

•  Verify invoice discrepancies and resolve client billing issues.

•  Coordinate payment of sub-consultant invoices according to contract specifications; assist with recording of

  sub-consultant invoices.

•  Monitor accounts receivable aging report and coordinate collection of past due accounts.

•  Track, modify, and post employee timesheets for timely project billing; identify timesheet classification

  issues and verify validity of timesheet data.

•  Prepare and modify client and sub-consultant contracts; coordinate execution, routing, filing, and tracking

  of those contracts.

•  Close project accounts upon project completion.

•  Provide back-up duties for other administrative personnel including front office as needed.

•  Nights and weekends are generally not required but may occasionally be necessary with little or no

  advanced notice.

  ESSENTIAL QUALIFICATIONS

•  Associates Degree in Accounting.

•  Two (2) plus years' experience in Accounts Receivable role.

•  Experience with project job cost accounting in a professional services environment, preferred.

•  Deltek Vision or Deltek Vantagepoint software experience, preferred.

•  Proficiency in MS Outlook, MS Excel, and MS Word.

Job Posted by ApplicantPro