Bookkeeper

SUMMARY: Collaborates with the management and sales professionals in order to contribute to the accurate preparation of bills receivable and to safeguard the company’s income. 

DUTIES AND RESPONSIBILITIES:

·         Process information necessary for customer invoicing, including AIA billing.

·         Set up customer card accounts and update as needed and/or upon request.

·         Compile data to spreadsheets, type reports and distribute as needed or requested.

·         Check data inputs to ensure accuracy in customer info, accounts, invoices and statements.

·         Issue customer invoices through the proper channels and process incoming payments.

·         Issue Certificates of Insurance, W-9, Lien Waivers and other job site related documents.

·         Manage account balances to discover outstanding debts or other inconsistencies.

·         Issue customer statements, send payment reminders and contact customers as needed.

·         Receive payments through various methods, which includes ability to set up, oversee and maintain online portals for customers using project management platforms for payments.

·         Answer phones and make necessary calls in a professional and timely manner; take     accurate messages with a high degree of professionalism and courtesy.

·         Communicate with customers to answer questions, provide guidance and/or resolve issues.

·         General clerical duties including, but not limited to, filing, copying, scanning, mailing and faxing.

·         Demonstrate a high level of professionalism in handling confidential and sensitive issues.

SKILLS/QUALIFICATIONS:

·         High school diploma or equivalent; further education a plus.

·         Proven experience as a Billing Clerk/Coordinator or similar position.

·         Highly proficient in Microsoft Office Suite; with a heavy emphasis on Excel.

·         Working knowledge of Sage accounting software is a plus but willing to train.

·         Reliable and versatile with strong customer service and time management skills.

·         Computer literate with excellent math skills and a high degree of trustworthiness.

·         Excellent organization skills including data collection, data entry and record keeping.

·         Demonstrated ability to exercise good judgement in making timely and sound decisions. 

·         Creative, flexible and innovative team player with a commitment to company culture.

·         Strong verbal and written communication skills with an acute attention to detail.

·         Ability to manage priorities and workflow in a fast-paced environment.

·         Capacity to work independently and as a member of various teams.

COMPETENCIES:

• Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

• Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with complex or emotional topics.

• Adaptability--Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.