What are the responsibilities and job description for the Contract Billing Coordinator position at Sysco?
SUMMARY
Responsible for the invoicing of General Contractors and Customers for equipment projects, providing project billing & closeout documents and collecting payment for equipment projects. Also performs accounting functions such as reviewing project inventory, job costing, commission calculation & draw balance tracking. Will have daily contact with project managers, general contractors and customers in an effort to effectively invoice projects.
KNOWLEDGE, SKILLS, AND ABILITIES
Required:
High School Diploma or equivalent and applicable experience in an accounting or finance reconciliation or billing role OR Associate's Degree with applicable coursework in accounting, finance, or business OR equivalent combination of education and experience
Working knowledge of Word and Excel, strong analytical, organizational skills and the ability to problem solve, multitask, prioritize and work independently.
Excellent communication and time management skills.
Preferred:
Associate degree, 2+ years of experience in sales or customer service experience in an office environment and previous SAP experience.
ESSENTIAL DUTIES
Utilize SAP System to bill customers
Utilize AutoQuotes and system inventory as a reference to invoice customers.
Follow up with customers on past due A/R invoices.
Bill General Contractors (GC) through SAP system as well as prepare GC’s progress billing Pay Application.
Reconcile between the system and general contractors progress billing pay application.
Track retainage by projects.
Learn and use 3rd party billing software such as, Textura, GC Pay, Project Mates when required.
Contact general contractors and customers to collect payment on monthly progress billing pay applications.
Complete lien waivers and other GC contract documents when required.
Review project inventory and apply to cost (ATC) items not billable to customers.
Process customer credits such as returns, sales allowances and tax credits.
Prepare project billing backlog
Work with Assistant Project Managers (APM’s) to obtain vendor invoices required for billing.
Invoice customers for design fees.
Follow up on customer payment.
Prepare, calculate & distribute sales rep commission reports (monthly).
Distribute platinum/spiffs to sales reps (quarterly).
Cross train on new customer set up and GC prequalification.
Perform other duties as assigned.