Billing Analyst

Telgian; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Telgian is seeking a Billing Analyst to accurately bill Telgian Fire Safety customers for work completed. The role cross-references work completion reports and vendor invoicing to generate invoices per customer contract.

Responsibilities include validating vendor invoices, extracting data for GL posting, and generating customer invoice proposals. The position emphasizes accuracy, adherence to contract terms, and opportunities to improve billing processes.

Qualifications

• High school diploma or GED, or equivalent experience.
• AA degree or equivalent from a two-year college; related experience preferred.
• Proficiency with Microsoft Office; familiarity with Microsoft Dynamics and Utilize Core preferred.
• No prior experience or training.

Responsibilities

• Access Work Completion reports and vendor invoices to verify accuracy per contract.
• Analyze vendor work completion reports to confirm charges aligned with services rendered.
• Review vendor invoices for required fields before GL posting (vendor name, invoice number, date, total, remittance address).
• Extract data from invoices and enter values into revenue fields for General Ledger posting; generate invoice proposals.
• Identify corrective steps for billing discrepancies and propose appropriate actions.
• Coordinate deficiencies with customers per requirements (email notification, RFP, service orders).
• Track billing exceptions and patterns to propose process improvements.
• Verify PO information in third-party work order systems when applicable.
• Perform other related duties as assigned by management.

Skills

Ethics

Adaptability

Dependability

Initiative

Quality

Teamwork

Education

High school diploma or GED

AA degree or equivalent

Tools

Microsoft Office Suite

Microsoft Dynamics

Utilize Core

Job description

SUMMARY: TheBilling Analyst is responsible for accurately billing Telgian Fire Safety customers for work completed. The Billing Analyst will cross reference work completion reports and vendor invoicing to generate invoices per customer contract.

DUTIES AND RESPONSIBILITIES:

• Access service stage "Paperwork Received" to obtain Work Completion reports and Vendor Invoices, verifying completion, accuracy, and customer billing requirements, per customer contract.
• Analyze vendor work completion report quantifying services rendered while on site to ensure Telgian was charged correctly.
• Review vendor invoices for minimum requirements for General Ledger posting such as, vendor name, invoice number, date, invoice total, and remittance address prior to processing.
• Extract numerical data from vendor invoice, cross referencing customer contract and enter correct values into the revenue fields for General Ledger posting and generate invoice proposal to customer.
• Select corrective steps to rectify billing discrepancies and recommend appropriate action.
• Coordinate deficiencies found on work completion reports by following customer requirements such as email notification, RFP, and service order creation.
• Track exception and patterns in vendor billing and customer credits for process improvements.
• Verify Purchase Order (PO) information in customer third party work order management systems when applicable
• Performs other related duties as assigned by management.

SUPERVISORY RESPONSIBILITIES:

• This job has no supervisory responsibilities.

QUALIFICATIONS:

• No prior experience or training.
• High school diploma or general education degree (GED), or one to three months related experience and/or training, or equivalent combination of education and experience.
• Associate degree (AA) or equivalent from a two-year college or technical school, or six months to one-year related experience and/or training, or equivalent combination of education and experience.
• Computer skills required: Microsoft Office Suite; Microsoft Dynamics and Utilize Core preferred.

COMPETENCIES:

• Ethics- Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Adaptability- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Dependability- Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative- Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality- Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Teamwork- Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• Occasionally required to stand
• Occasionally required to walk
• Continually required to sit
• Continually required to utilize hand and finger dexterity
• Occasionally required to climb, balance, bend, stoop, kneel or crawl
• Continually required to talk or hear

While performing the duties of this job, the noise level in the work environment is usually moderate

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ACKNOWLEDGEMENT(Optional)

I have read the foregoing job description and understand the responsibilities of the job. I agree that I am able to perform the essential duties of this position.

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Employee Name Manager Name

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Employee Signature Manager Signature

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