Job Description

What we offer:

• Work-life balance.
• Career advancement opportunities.
• A great manager and/or team.
• A compelling work culture.
• A sense of purpose.

Duties and Responsibilities:

Billing Specialists perform many accounting, customer service and organizational tasks to promote the financial health of their organization. These duties and responsibilities often include:

• Searching each financial statement for any payment inconsistencies or errors
• Collaborating with customers, and other team members to resolve billing inconsistencies and errors
• Creating invoices and billing materials to be sent directly to a customer
• Inputting payment history, upcoming payment information or other financial data into an account
• Finding financial solutions for customers
• Informing customers of any missed or upcoming payment deadlines
• Calculating and tracking various company financial statements
• Translating coding for cost analysis

Requirements:

Previous experience in billing, invoicing, or accounts receivable is necessary, with a strong preference for experience in the HVAC, plumbing, or construction industries.

Software proficiency:

• Microsoft Office Suite (especially Excel
• Experience with specific HVAC/construction accounting software (e.g., Viewpoint, Acumatica, COINS) is a plus

Technical skills:

• Strong understanding of invoicing and accounting practice
• Familiarity with HVAC service terminology
• Knowledge of work order processing and collections is often required

Soft skills and competencies:

• Exceptional attention to detail and accuracy
• Strong problem-solving and communication skills (both written and verbal)
• Ability to multitask and meet deadlines
• Strong organizational and customer service skills

Education:

• A high school diploma or GED is typically required.
• Specific HVAC or billing certifications may be required for some positions.
• Training programs, either on-the-job or in a classroom, may be beneficial for those new to the field.