Compiles data and prepares invoices and bills. Enforce collection policies and agreed upon payment terms with customers.Essential Functions
- Reads computer files or gathers records such as purchase orders, work orders, and field technicians' invoices to compile needed data. Enters information into accounting software. Prepares invoices, listing items sold, amounts due, credit terms, and dates of shipment. Submit customer invoices using various methods including Excel and third-party websites. Meet or exceed minimum required KPI standards for the job.
- KPI - Process invoices for all orders at a ready for billing status within 48 hours.
- KPI - Submit all invoices to the respective customer within 24 hours of posting unless otherwise specified by the client. Update Submission Checklist weekly.
- Ongoing reconciliation of customer third-party facility maintenance websites. Prepares credit memorandums to indicate returned or incorrectly billed merchandise. Posts transactions to accounting records such as work sheet, sub-ledger, or computer files.
- Communicate with Customer Service Representatives and Project Managers to obtain data/information required to perform duties.
- Commercial Collections - Enforce collections policies and agreed upon payment terms with customers.
- Participate in the review of AR aging reports and emailing statements.
- Assist with special projects as necessary
- Other duties as assigned by management
Minimum Qualifications
- Associates Degree preferred, or an equivalent combination of education/experience
- Minimum of 1-year general accounting experience, preferred.
- Current and valid US driver's license preferred
- Must pass pre-employment background check and drug screens
Knowledge, Skills, and Abilities
- Excellent Computer skills especially Microsoft Office products especially Excel, Word, and Outlook
- Effective time management and organizational skills
- Effective communication skills both verbal and in writing, excellent mathematical skills
Physical DemandsMust be able to sit for several hours at a time and be up and down between personal work area and other departmental work areas. Ability to lift to 25 pounds. Work EnvironmentThis job operates primarily in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.Qualification RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EOE Minorities/Females/Disability/Veterans; VEVRAA Federal ContractorAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.Other details
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