Billing Specialist

Description

• Prepares client billings to include invoices, summary spreadsheets, and other detailed backup; and meets all client deadlines. Requires a good working relationship with Project Managers
• Analyze various project data sources to determine the project health and progress in relation to current and future billing
• Performs a review of Work in Progress (WIP) after each billing cycle to all outstanding WIP was addressed from prior periods
• Provides the Accounting Manager with a weekly analysis of the status of all active projects.
• Project and budget setup in Ajera accounting software; project and team setup in Newforma Project Management Software
• Assists Project Managers with Project Maintenance and Updates to tasks, budgets, and change orders/add services
• Scanning and filing project documents

Requirements

• Bachelor’s Degree in Accounting (or related business field) and a minimum of 1 year of relevant basic accounting experience; or at least 2 years of college education in Accounting or related business field and a minimum of 3 years relevant experience.
• Excellent time-management skills
• Be self-motivated 
• Advanced beginner to intermediate Excel spreadsheet experience (familiar with VLookup, macros)
• Demonstrate critical thinking and analytical skills
• Ability to communicate clearly and effectively to express ideas to share information verbally; and to prepare clear, well-organized correspondence, reports and similar documents.
• Knowledge of general business principles and practices
• Must have passion and optimism toward taking on new challenges
• Must be authorized to work in the United States

Experience with the following Software/Technologies preferred:

• Ajera Accounting and Project Management Software (Formerly of Axium, now a Deltek product)
• Microsoft Word, Excel, PowerPoint, and OneNote
• Microsoft Teams
• Newforma Project Management Software