Billing and Collections Specialist

PBK; Houston (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Billing and Collections Specialist to enhance their financial operations. This role is pivotal in ensuring accurate billing and fostering strong relationships with clients. The ideal candidate will have over five years of experience in billing and accounts receivable within a professional services setting, showcasing exceptional communication and problem-solving abilities. You'll be responsible for preparing invoices, monitoring payments, and collaborating with various departments to maintain precise financial records. If you thrive in a fast-paced environment and are committed to delivering excellent customer service, this opportunity is perfect for you.

Qualifications

• 5+ years of experience in billing and accounts receivable functions.
• Strong computer skills, especially with accounting software.

Responsibilities

• Prepare and distribute pre-bills for review and approval.
• Follow up on open balances and send monthly statements.
• Collaborate with other departments for accurate records.

Skills

Billing and Accounts Receivable

Communication Skills

Problem-Solving Skills

Time Management

Attention to Detail

Tools

Deltek Accounting Software

ERP Systems

Job description

Job Title: Billing and Collections Specialist at PBK

Join to apply for the Billing and Collections Specialist role at PBK.

The Billing and Collections Specialist provides financial, administrative, and clerical services. Their responsibilities include ensuring accurate and timely billing based on customer requirements and internal procedures, developing strong relationships with client Accounts Payable departments, monitoring incoming payments, and reporting on overdue invoices. The role involves working closely with internal departments and reconciling monthly billings for active projects.

Key Responsibilities

• Prepare and distribute pre-bills for review and approval.
• Prepare invoices and accompanying documentation after approval, and send to clients via email or portal.
• Follow up on open balances, including sending monthly statements.
• Coordinate with Client Executives and Project Leads on receivables status.
• Process and verify receipts for services rendered.
• Research and resolve account discrepancies.
• Review expenses for reimbursement eligibility per contracts.
• Collaborate with other departments to ensure accurate records and up-to-date ledgers.
• Participate in cross-functional project teams.
• Work with Project Accountants on billing status and project changes.
• Generate internal reports and statements.
• Ensure billing parameters are correctly set in the ERP system.
• Engage in ongoing educational opportunities.
• Participate in finance meetings via in-person or virtual conferencing tools.

Qualifications

• 5+ years of experience in billing and accounts receivable functions within a professional services environment.
• Experience with project-based billing preferred.
• Familiarity with submitting invoices through portals.
• Strong computer skills, especially with accounting software.
• Excellent communication, research, problem-solving, and time-management skills.
• High accuracy, efficiency, and accountability.
• Strong attention to detail and organizational skills.
• Ability to work under pressure and manage multiple projects with tight deadlines.
• Ability to build relationships with clients and internal teams.
• Commitment to excellent customer service.

Preferred Skills

• Experience with Deltek accounting software is a plus.

Additional Information

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Accounting/Auditing and Finance

Industry: Architecture and Planning