Senior Billing and Collections Specialist
Chatsworth, CA
Full Time
Experienced
Position Overview:
This position is responsible for accurate/timely billing and monitoring Accounts Receivable functions including collection enforcement, identifying overdue accounts, contacting customers for payment, resolving billing issues and maintaining accurate financial records.
This is an on-site role working from our HQ office in Chatsworth, CA
Main Job Tasks and Responsibilities:
This position is responsible for accurate/timely billing and monitoring Accounts Receivable functions including collection enforcement, identifying overdue accounts, contacting customers for payment, resolving billing issues and maintaining accurate financial records.
This is an on-site role working from our HQ office in Chatsworth, CA
Main Job Tasks and Responsibilities:
- Accurate and Timely invoice billing according to contractual requirements
- Process adjustments, credit memos and refunds.
- Prepare and submit monthly AIA G702/G703 progress billings, including lien waivers
- Submit pay applications via GC portals (e.g., Textura, GCPay, Procore) and meet billing deadlines
- Monitor accounts receivable and identify overdue accounts
- Send out monthly aging statement
- Investigate and resolve billing discrepancies
- Work with internal teams (finance, IT, managers) to gather information and resolve issues
- Contact customers by telephone and email, to follow up on outstanding receivable balances
- Identify State Sales Tax agency requirements and review exemption validity
- Enter and report daily sales to management and sales representatives
- Manage Certificate of Insurance Requests
- Knowledge of Pay Application creation
- 3-5 years billing experience
- Highly proficient in QuickBooks (Customers, Sales Orders, Invoices, Payments)
- Highly proficient in Microsoft Office (Outlook, Work, Excel)
- Experience with Docusign
- Experience with Paypal Payflow Processing
- Experience with AIA G702/G703 forms and GC portals (Textura, GCPay, Procore)
- Excellent organization and follow up skills
- Attention to detail and accuracy
- Must thrive in a fast-paced environment
- Demonstrates ability to plan, organize, and multitask
- Excellent written and verbal communication skills
- Professional level integrity required, confidentiality
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