Job Duties and Responsibilities
Have an understanding of customer contracts in order to facilitate time entry in an effort to invoice customers correctly.
Maintain data entry requirements by following data program techniques and procedures.
Process production, if required, following up with the person(s) responsible for submitting the production as needed.
Create invoices as required by the customer.
Review invoices prior to submission to Supervisor for errors; deliver to Supervisor for review and approval.
Submit approved invoices to the customer in the method required, to include all required back up documentation. Documenting method of submission of invoices to Customer.
Review Aged AR, verifying the customer received invoices in a good order. Note any contact or discussion with the customer. Note all pertinent information on Aged AR in order to facilitate correct information to Supervision, Executive Team or Customer as needed.
Follow up with the customer on aged invoices providing any necessary information in order to expedite payment.
Maintain customer confidence and protect operations by keeping information confidential
Complete WIP reports verifying status of jobs, following up with responsible field personnel as needed, for review by Department Manager for submission to Executive Team.
Review Retention report, as needed, making notes as to the status of job and expected retention invoice date on completed work.
Complete Budget Report for executive staff review.
Requirements
High School Diploma or equivalent required. Prefer Associate’s or Bachelor’s degree in Accounting or other Business related field.
Previous experience with customer contracts preferred.
Understanding of Basic Accounting Principles
General knowledge of Microsoft Office Suite.
Excellent attention to detail and accuracy.
Strong analytical and problem-solving skills.
Ability to work independently with minimal supervision.
Ability to maintain strict confidentiality.
Excellent organization and time management skills.
High level of professionalism and integrity.
Excellent leadership and management skills.
Ability to make decisions.
Ability to process and analyze data.
Data entry skills.
Working Conditions
Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards.
Consists of sedentary work. Ability to lift up to 10 pounds.
Substantial movements of the hands, wrists, and/or fingers.
Required to have close visual acuity to perform activities such as preparing and analyzing data and figures or viewing a computer screen.
Note: This job description is not intended to be all-inclusive. Employees may perform other related duties as requested to meet the ongoing needs of the organization.
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.