Billing Specialist - Pleasanton, CA, United States

Description · JOB SUMMARY: · Under the direction of the Billing Manager, this position will work at our Pleasanton office. You will spend about 70% of your time with billings; another 20% assisting in the set-up of jobs, catching problems early-on to resolve them efficiently; and ...

Job description

Description

JOB SUMMARY:

Under the direction of the Billing Manager, this position will work at our Pleasanton office. You will spend about 70% of your time with billings; another 20% assisting in the set-up of jobs, catching problems early-on to resolve them efficiently; and the remaining 10% with various other accounting issues.

ESSENTIAL FUNCTIONS:

• Assist the Billing Manager in implementing solid, cost-recoverable T&M and Lump Sum
• billings to ensure that we always maximize our billing potential
• Gain credibility with internal & external stakeholders.
• Serve as a back up to each staff member in the billing department in their respective roles.
• Prepare monthly billing projections and invoices with all assembled documentation on a timely basis.
• Assist PMs with Job Cost reports and analysis.
• Assist PMs with maintaining change order logs.
• Research and resolve job/project cost issues through investigation and analysis.
• Maintain regional responsibility for researching issues and explaining and/or training personnel to Company's accounting software.
• Serve as a back up to all billing functions, including invoice entry, document preparation, document storage, and address any other billing/cost related questions and issues with project managers and sales managers
• Perform other duties and responsibilities, as assigned by Manager.

EDUCATION AND EXPERIENCE:

• 3-5 years of experience in billing/accounting.
• Knowledge of Smartsheets Web App a plus.
• Strong analytical and problem-solving skills with attention to detail.
• A driven self-starter that can take the lead on initiatives and follow-through on existing
• commitments.
• Ability to demonstrate regular and dependable attendance
• Ability to multitask in a fast paced and deadline driven environment
• Strong proficiency in Gmail and Microsoft Office, particularly Excel, and Word
• Good communication skills- verbal and written. Be able to communicate effectively with
• project managers, customers, co-workers, and executives.
• Experience with PDF form filler software
• Bachelor's degree in a related field, preferred but not required
• Construction industry experience is highly desirable.
• Knowledge of J.D. Edwards software preferred.
• Knowledge of Reports Now software a plus.

ACCO COMPETENCIES:

• Proactivity / Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one's level/position and with minimal supervision.
• Perseverance: Shows the wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
• Insight: The ability to gather and make sense of information that suggests new possibilities.
• Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.
• Teamwork: The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
• Big Picture: Understands and contributes to organizations' short- and long-term business strategy.  On a personal level has independently developed a vision for short- and long-term career success.
• Motivation / Dedication: Commits to excellence in pursuing unselfish goals.  Initiates action with collective goals takes responsibility and shows personal humility.
• Technical Curiosity / Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feed, back; demonstrating an openness to learning and change.
• Problem-Solver: Ability to identify, analyze, and solve a problem in support of personal, group, department, or organizational objectives.

PHYSICAL REQUIREMENTS:

(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.)

• The employee may regularly lift and /or move up to 10 pounds, and occasionally lift and/or move up to 20 pounds.
• Specific vision abilities required by this job include Close vision and Distance vision.
• The auditory/hearing abilities required by the job include the ability to hear customers calling by telephone.
• While performing the duties of this Job, the employee is regularly required to sit for prolonged periods, stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
• The employee is regularly required to walk and sit.
• This individual must be a responsible person and regular attendance is required.

HOURS:

Monday through Friday beginning between 6:00 am and 7:00 am and ending between 4:00 pm and 5:00 pm, with one hour for lunch. Eight hours per day is required, and occasional overtime may be necessary due to business needs.

Competitive Wages:
$22.60 to $29.80 per hour. Applicants please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee's total compensation.

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