Billing / AR Specialist

Omega Morgan believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to outline primary duties, qualifications and job scope, but not limit the individual nor the organization to just the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

SUMMARY 

The Accounts Receivable/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

• Include the following. Other duties may be assigned.
• 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.