Billing Specialist

About This Role

This role involves compiling data and preparing invoices and bills for customers, ensuring accurate representation of charges and timely submission. The specialist will work closely with the accounting team and project managers to gather necessary information and support various accounting functions.

Responsibilities

• Read computer files or gather records such as purchase orders, work orders, and field technicians’ invoices to compile needed data
• Enter information into accounting software
• Prepare invoices, listing items sold, amounts due, and dates of shipment
• Submit customer invoices using various methods including Excel and third-party websites
• Meet or exceed minimum required KPI standards for the job
• Process invoices for all orders at a ready for billing status at a department mandated cadence
• Submit all invoices to the respective customer within 24 hours of posting unless otherwise specified by the client
• Reconcile submission of all assigned accounts monthly and notate completion date on checklist
• Record and process adjustments to Freight, Sales Tax, or other billing components to correctly represent charges to customers
• Process change order and final billings utilizing internal submission process and through partnership with project management team
• Communicate with Accounting Team and Project Managers to obtain data/information required to perform duties
• Monitor and track internal billing request submissions to ensure completion and notification
• Support other members of Accounting Team as a backup for multiple functions (e.g., waiver review/completion, contract review)
• Assist with special projects as necessary
• Perform other duties as assigned by management

Requirements

• Associate's Degree preferred, or an equivalent combination of education/experience
• Minimum of 1-year general accounting experience preferred
• Current and valid US driver’s license preferred
• Must pass pre-employment background check and drug screens
• Excellent computer skills, especially Microsoft Office products including Excel, Word, and Outlook
• Effective accounting system skills and ability to learn and utilize industry-specific software
• Effective time management and organizational skills
• Effective communication skills both verbal and in writing
• Excellent mathematical skills

Benefits

• Comprehensive health, dental, vision, prescription coverage, life insurance
• 401(k) with company match
• Generous paid time off for rest, family, and self-care
• Continuous learning, mentorship, and leadership training including access to CBX University, an in-house development program

Important Details

• Physical demands: Regularly required to talk, hear, and see; frequently required to stand, walk, use hands to handle or feel objects, and reach with hands and arms; frequent lifting of items weighing 5–25 pounds and occasional lifting of up to 50 pounds
• Work environment: Operates in both a professional office setting and a warehouse environment; routinely uses standard office equipment; occasional travel to project sites may be required; warehouse conditions include proximity to forklifts and other heavy machinery and the use of various tools and hardware; employees may be subject to frequent heavy lifting and exposure to variable weather conditions, including extreme heat and cold

About the Company

CBX Solutions is the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.