Professional Services Billing Associate

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