Senior Billing Specialist

Reporting to the Office Operations Manager, the Senior Billing Specialist will research project and service billings and use job reports to ensure timely invoicing of services performed. Performs various clerical activities and administrative duties in the billing department including data entry, information verification, and invoice generation. Identifies, flags, and monitors overdue or unpaid accounts for further action and analysis. Records payments and reconciles accounts to facilitate up-to-date and accurate financial records. Gathers pertinent account information to assist with researching invoice discrepancies and errors. Performs root cause analysis to resolve escalated discrepancies. Manages follow-up notifications and may respond to complex billing inquiries. Follows policies, procedures, and controls to validate customer billing information, invoice amount, and order details. Issues purchase orders and performs reconciliation in ERP system. 

RESPONSIBILITIES: 
 

• Processes billing requests in accordance with established policies, procedures, and timelines. 

• Audits and processes outstanding open tickets and work orders. 

• Generates and issues invoices for commercial and residential HVAC services. 

• Regularly reviews billing reports, researches, and collaborates with team to verify completion of services, and resolve billing discrepancies. 

• Identifies, flags, and monitors overdue or unpaid accounts for further action and analysis. 

• Utilizes ERP system to issue purchase orders. 

• Maintains accurate and organized billing records. 

• Proactively prepares bills in advance of due dates by keeping a calendar of billing deadlines. 

• Submits invoices in 3rd party web portals. 

• Professionally contacts customers regarding account status and past-due balances. 

• Processes customer payments. 

• Performs miscellaneous tasks, such as other administrative duties, filing, and reporting as assigned. 

MINIMUM AND/OR PREFERRED QUALIFICATIONS:   

EDUCATION: 

• High School Diploma or GED equivalent 

EXPERIENCE:   <