Billing Coordinator

Air Treatment Corporation; Brea (CA); On-site; USD 52,000 - 70,000; Full time

Job summary

Air Treatment Corporation in California is seeking a Billing Coordinator to support sales and operations through accounting, billing, CRM, and administrative functions. This role ensures accurate and timely processing of orders and invoices, manages accounts payable and receivable, and maintains financial records within CRM and ERP systems.

You will collaborate with Sales and internal teams, prepare reports using Excel, and support audits and finance projects.

Responsibilities

• Review and process CRM orders, invoices, and billing transactions for accuracy.
• Perform AP/AR functions, including factory invoice review and customer billing.
• Prepare customer invoices, calculate sales tax, and ensure compliance with FOB terms.
• Assist with cost recognition, job reconciliation, unbilled transactions, and discrepancy resolution.
• Maintain accurate customer, order, billing, and financial information in CRM and ERP systems.
• Audit CRM transactions, pricing, costs, and inventory activity; assist with inventory reconciliation.
• Use Excel to analyze financial and operational data and prepare reports as needed.
• Provide billing, order, and administrative support to Sales and internal teams.
• Maintain accurate records and assist with audits, projects, and administrative coverage.

Job description

Description: Air Treatment Corporation fosters a dynamic, collaborative work environment built on teamwork, exceptional customer service, and a commitment to excellence. We value our employees and are dedicated to supporting their professional growth by providing opportunities for development and advancement from within. Our comprehensive benefits package and supportive culture reflect our commitment to the success and well-being of our team members.

Job Summary

The Billing Coordinator supports the Company’s sales and operations through accounting, billing, CRM, and administrative functions. This position is responsible for accurate and timely processing of orders, invoices, accounts payable and receivable, inventory transactions, and reconciliations while supporting financial accuracy and effective business operations.

Requirements

Duties / Responsibilities

• Review and process CRM orders, invoices, and billing transactions for accuracy.
• Perform AP/AR functions, including factory invoice review and customer billing.
• Prepare customer invoices, calculate sales tax, and ensure compliance with FOB terms.
• Assist with cost recognition, job reconciliation, unbilled transactions, and discrepancy resolution.
• Maintain accurate customer, order, billing, and financial information in CRM and ERP systems.
• Audit CRM transactions, pricing, costs, and inventory activity; assist with inventory reconciliation.
• Use Excel to analyze financial and operational data and prepare reports as needed.
• Provide billing, order, and administrative support to Sales and internal teams.
• Maintain accurate records and assist with audits, projects, and administrative coverage.