Billing Specialist

EKI Environment & Water Inc; Daly City (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

EKI Environment & Water, Inc is seeking a Billing Specialist to join our finance team. The role reports to the Senior Accountant and supports billing across projects from setup in Deltek Ajera to invoicing and reporting.

You will generate 125–175 invoices monthly, prepare billing packages, and ensure accuracy and timeliness in client communications. Ideal candidates have a Bachelor’s in Accounting/Finance and at least two years of consulting billing experience, with proficiency in MS Office and

Qualifications

• Bachelor’s degree in Accounting and/or Finance.
• Minimum of two years billing experience for consulting business.
• Experience with Deltek Ajera and Deltek Vantagepoint preferred.

Responsibilities

• Build strong relationships and serve as trusted advisor to Project Managers through project life cycle.
• Set up and maintain projects in Deltek Ajera per contract requirements; read contracts for billing implications.
• Generate 125–175 invoices per month and prepare monthly billing reports for Project Managers.
• Process labor and expense transfers; ensure postings comply with contracts.
• Submit accurate invoice packages to clients timely with required backup.
• Respond to internal/external clients promptly; investigate issues and communicate resolutions.
• Follow-up with clients on receipt of invoices and payment status; resolve collections with PMs.
• Monitor project WIP and review aged WIP with PM; collaborate to resolve issues.
• Other duties as required.

Skills

Billing experience

MS Office Suite

Deltek Ajera familiarity

Education

Bachelor’s degree in Accounting and/or Finance

Tools

Deltek Ajera

Deltek Vantagepoint

Job description

COMPANY OVERVIEW

EKI Environment & Water, Inc. (EKI) is an employee-owned, full service, engineering and environmental sciences consulting firm serving private- & public-sector clients throughout the United States. If you are interested in improving the environment and advancing your career, then EKI is the place for you.

The Billing Specialist position reports to the Senior Accountant and is responsible for providing accounting support across company operations.

PRINCIPAL DUTIES & RESPONSIBILITIES

Your responsibilities may include, but will not be limited to the following:

Build strong relationships and serve as a trusted advisor to Project Managers through the life cycle of the project from notice of award to final closeoutSet up and maintain projects in Deltek Ajera in accordance with contract requirements; read and interpret contracts for accounting and invoicing implicationsGenerate 125 – 175 invoices per monthPrepare and distribute monthly billing reports to Project Managers; process labor and expense transfers as necessary; ensure labor and expenses posted to project comply with the contractEnsure that accurate and complete invoice packages are submitted to the client in a timely manner including all applicable back-up required by the clientRespond to internal and external clients promptly in a confident and professional manner; investigate issues, problem-solve and communicate resolution clearly and articulatelyFollow-up with clients to confirm receipt of invoices and regarding payment status of open invoices as needed; partner with Project Manager to resolve collection issuesMonitor project Work-in-Progress (WIP) and review monthly aged WIP report with Project Manager; collaborate with Project Manager to resolve issues around aged WIPOther duties as required

QUALIFICATIONS & REQUIREMENTS

Education

• Bachelor’s degree in Accounting and/or Finance

Knowledge, Skills & Abilities

• Minimum of two (2) years of billing experience for consulting business
• Proficiency in MS Suite (Outlook, Teams, Excel [pivot tables], Word, PowerPoint, etc.)
• Experience with Deltek Ajera and Deltek Vantagepoint preferred

Competencies

• Must have effective communication skills both oral and written
• Must have a strong attention to detail and ability to follow through
• Must be a self-starter and prioritize workload
• Must have ability to multi-task, stay organized, work independently, and collaborate with various project teams
• Must have a strong desire to grow personally as well as professionally
• Must have a great attitude and eager to learn
• Must have a current valid driver’s license

PHYSICAL DEMANDS & WORK ENVIRONMENT

• Must be able to work in a fast-paced environment with high-volume workload and frequent short deadlines
• Must be able to lift up to 25 lbs
• Must be able to work 10-hour days
• Must be able to remaining in a stationary position, often standing or sitting for prolonged periods
• Must be able to communicate with others to exchange information
• Must be able to assess the accuracy, neatness and thoroughness of the work assigned

TRAVEL REQUIREMENTS

• Must be able to travel occasionally, possibly overnight for customer meetings and site visits 1 to 2 times per year.

As an employee-owned firm, EKI offers a unique company culture with a corporate commitment to maintaining a positive work/life experience. EKI provides excellent compensation and comprehensive benefits packages, including career advancement opportunities, outstanding training opportunities, incentive compensation including bonuses, retirement benefits through an Employee Stock Ownership Program (ESOP) and 401(k) profit-sharing contributions, and group medical, vision, and dental benefits.

EKI Environment & Water, Inc is an equal opportunity employer. All qualified applicants will receive consideration without regard to: race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, genetic information, national origin, age (40 or older), disability, marital status, political affiliation, or military service.

Equal employment opportunity, including veterans and individuals with disabilities.