Billing Manager
- Vision , Medical , Dental , Paid Time Off , Life Insurance , Retirement
- Full-Time
Call & Nicholas is an internationally recognized geotechnical engineering firm based in Tucson, AZ that provides consulting services to clients in the mining industry. CNI has been in existence since 1979 and employs engineers, geologists, and support staff. We are an industry leader in geotechnical services and proud to be 100% employee owned. Check us out further on our website at www.cnitucson.com
Job DescriptionOur 65-person engineering firm is expanding our accounting team. We are in search of a billing manager who is dedicated to keeping the numbers running smoothly. This role will work closely with our accounting team and project managers.
Core Responsibilities of this job:
Billing
- Entering data onto client invoices using our accounting software
- Review travel dates, timesheets, and expenses for accuracy or missing expense reports.
- Work with project manager to get drafts approved or make modifications within accounting software as needed.
- Review invoices for accuracy.
- Finalize drafts and send them to clients.
- Update the monthly billing report throughout the invoicing process.
- Use and troubleshoot client portals.
Liase with Clients
- Develop and maintain a constructive relationship with client contacts (engineers, accounts payable, finance). Manage communication with clients in a clear and professional manner.
- Onboard new clients: Send new client packet, follow up to establish contacts, procure completed new client or project form. Update Client / contact/project information in Ajera.
- Make sure clients have all documentation needed from us to complete our onboarding in their system.
- Learn and document the billing process for each client. Maintain clear records and verify that invoices are being submitted correctly.
- Follow-up on accounts receivable issues (late payment, overpayment, underpayment), and document findings and progress in monthly accounts receivable report
- Send periodic and year-end client billing statements.
Manage Project Process
- Set up new projects in Ajera using the Helpdesk ticketing system. Send Snapshot to Project manager.
- Obtain copies of the Project proposal, cost estimate and Purchase order.
- Monitor budgets for all projects assigned to you and communicate with the project manager regarding contract issues, budget issues, and potential overages.
- Follow up with project manager after work appears to be completed and change status to work hold or closed when appropriate.
- Pull project accruals for project managers as requested.
Other
- Monitor accounting emails and escalate matters when warranted.
- Provide weekly work updates to accounting team at Monday meetings.
- Assist AR clerk and accounting manager with questions regarding your projects as needed.
- Maintain organized client folders within the predetermined structure.
- Assist with troubleshooting and adopting new processes, as needed.
- Misc. tasks which contribute to the year-end process, as requested.
- Any other items assigned by the accounting manager.
Technical Requirements
- One of the following:
- Bookkeeping Certificate and 1 years’ experience in bookkeeping, accounting, or billing, or A/R.
- Associate or bachelor’s degree in bookkeeping, accounting, or a closely related field.
- 5+ years’ bookkeeping or accounting experience.
- Familiarity with Microsoft Office suite, especially Excel.
- Comfort working within a specialized accounting program.
- Highly qualified candidates will have experience in billing, accounts receivable, and a basic understanding of cash vs. accrual basis accounting.
Soft Skills
- Strong English skills – writing and speaking
- Familiarity with Excel; willingness to learn new accounting software
- Strong organization skills
- Deadline driven
- Ability to keep sensitive matters confidential
- Active team player and communicator
Additional Information
Benefits
- Comprehensive full-family medical insurance coverage
- Optional low-cost dental and vision coverage
- Long-term disability, life insurance
- 401k with 5%+ company matching contribution
- Annual profit-share and merit bonuses
- PTO, Sick leave, and 9 observed holidays
- Paid Maternity and Parental leave
- Flexible schedule
- Professional development assistance
- CPA certification assistance available
All your information will be kept confidential according to EEO guidelines.
Address
Call & Nicholas, Inc.
2475 North Coyote Drive
Tucson, AZIndustry
Finance and Insurance
Posted date
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