Billing & Operations 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

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.