Project Billing Analyst

Legence; Dublin (OH); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan with Company Match

Health & Welfare Benefits

Life and Disability Insurance

Time Off: Flexible vacation

Job summary

CMTA, a Legence company, in Dublin, OH, is seeking a Project Billing Analyst in the Billing department. You will collaborate with Project Managers to produce monthly billings and manage billing packages.

The role requires setting up projects in Deltek Vantagepoint, preparing invoices, pay applications, schedules of values, and portal entries with careful attention to detail. Strong Excel skills and Deltek experience are preferred.

Qualifications

• Bachelor's degree in Accounting or Finance preferred or equivalent billing experience.
• Proficiency with MS Excel is essential.
• Deltek experience is a plus.
• A/E and/or Construction industry experience desirable.
• Strong organizational skills, problem-solving and attention to detail.
• Able to work on multiple projects with accuracy and deadlines.
• Good communication skills – verbal and written with PMs, customers, and colleagues.

Responsibilities

• Set up projects in Deltek Vantagepoint.
• Produce billing packages including invoices, pay apps, schedules of values, affidavits, and portal entries.
• Generate monthly billing packages for PM review.
• Post and issue invoices accurately and timely.
• Assist staff accountant, PMs, and executives with tracking project finances and metrics.
• Research and resolve billing issues and support collections.
• Ensure billing follows contract terms and compliance.
• Create T&M billings from actual/forecasted costs for Projects.
• Assist in developing new billing systems and processes for efficiency.
• Adhere to internal controls and auditing standards.

Skills

Communication skills

Attention to detail

Organizational skills

Deadline oriented

Multi-project work

Education

Bachelor's degree in Accounting or Finance

Tools

Deltek Vantagepoint

MS Excel

Job description

CMTA, a Legence company
CMTA is one of the fastest growing engineering firms in the U.S., with nationally recognized expertise in sustainable, high-performance building engineering. We are a collaborative, innovative, and energetic team that leverages a data-driven, holistic approach to consulting engineering, performance contracting, and zero energy projects. We focus on finding engineers whose skills and personalities drive them to excel, fostering a workplace that provides unparalleled growth and career opportunities.

Full time, in-office position.

CMTA has an immediate need for a Project Billing Analyst in the Billing department located in Dublin, OH . The Project Billing Analyst will be primarily responsible for working with Project Managers to produce a variety of monthly billings.

Essential Duties and Responsibilities:

• Set up projects in Deltek Vantagepoint.
• Produce customer billing packages including customer invoices, pay applications, schedules of values, affidavits, payment waivers and client invoice portal entry.
• Generate monthly billing packages for review and mark-up by project managers.
• Post and issue invoices using Deltek Vantagepoint in a timely, efficient and accurate manner.
• Assist the staff accountant team, project managers, and executives with tracking project finances and key metrics as required
• Research and resolve billing issues, as needed.
• Work with internal/external clients to support collections and reconcile billed amounts.
• Follow contract terms for project setup and billing compliance.
• Create T&M billings from the actual, committed and forecasted costs for Projects on a timely basis.
• Assist in the development and implementation of new billing systems and processes to enhance efficiency.
• Adhere to CMTA's internal controls and auditing standards.

Qualifications:

• Bachelor's degree with a concentration in Accounting or Finance is preferred but would accept individuals with applicable billing experience.
• Proficiency with MS Excel is essential.
• Experience using Deltek is a plus.
• A/E and/or Construction industry experience is desirable
• Strong organizational skills, problem-solving skills, attention to detail and ability to analyze
• Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
• Good communication Skills – Verbal and written. Be able to communicate effectively with project managers, customers, and co-workers.

#LI-CM1 #LI-Onsite

About Legence

Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems- enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.

Benefits Overview

• 401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
• Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
• Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
• Time Off: Flexible non-accrual vacation; company holidays per policy. (For California employees, this is separate from California paid sick leave, if applicable.)
• Expenses: Business travel and related expenses reimbursed per company policy.

Reasonable Accommodations

If you need assistance or accommodations during the application or interview process, please contact us at [e-mail] or your dedicated recruiter with the job title and requisition number.

Employment Eligibility

Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.

Pay Disclosure & Considerations

Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job -related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.

Equal Employment Opportunity Employer

Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law