Full Time

Morgan Industrial

Hillsboro, OR

SUMMARY

The Billing Specialist reports to the Billing Manager. He/she is responsible for managing the accounts receivable billing cycle including customer invoicing and credits, lien waivers and pay applications for projects, as well as processing credit card payments. This person will also review storage contracts and bill customers their storage invoices on a prearranged schedule.

Essential Duties and Responsibilities 

  • Manage the day-to-day AR operations including billing, customer credits, and lien waivers for projects, and processing customer payments.
  • Responsible for monthly storage billing which includes the review of storage contracts.
  • Works closely with the accounts receivable team to assist with determining proper cash application of customer payments.

Job Duties 

  • Reviews all draft invoices and associated billing documents for accuracy and completeness before processing customer invoices per company policies and procedures.
  • Understands and applies accurate tax rates based on state taxes and type of work performed.
  • Submits customer invoices along with any other necessary paperwork, such as pay applications, SOV’s and lien waivers per subcontract requirements.
  • Responsible for processing customer credits after due process and internal approval by divisional manager.
  • Assists billing team in providing lien waivers after confirmation of payment is received.
  • Assist billing team in processing credit card payments through automated vendor and provides receipts to customers.
  • Maintains and manages customer account information as needed.
  • Guides and educates sales team and staff on emerging issues as it relates to billing.
  • Reviews and closes out jobs as necessary.
  • Other duties as defined by manager.

Required Education and/or Experience:

  • 3-5 years of AR and credit management experience. Experience in construction or a similar industry is preferred.
  • Operational finance experience a plus, working across multiple entities and/or functional areas.
  • Strong understanding of both financial and operational processes and internal controls around the receivables function
  • Good analytical skills: ability to understand and interpret financial results.
  • Ability to convert detailed receivables data into summaries for management and provide commentary.
  • Strong computer skills including MS Office, especially Excel skills required.
  • Knowledge of SAP Business One preferred
  • Strong desire for continuous improvement of processes, controls and your own skill set.
  • Strong sense of natural curiosity… desire to know how it works.