Billing Specialist

About This Role

Manage billing and invoice processes, monitor accounts receivable, and provide essential support for project managers within a professional services environment, ensuring timely payments and accurate financial tracking.

Responsibilities

• Set up and maintain new projects within the financial system, accurately entering client contracts, budgets, billing terms, rate tables, and insurance certificates
• Generate and distribute timely monthly invoices to clients, attaching all required backup documentation such as Lien Waivers and supporting forms
• Upload invoices and supporting documents to client payment portals
• Respond to client inquiries regarding payment processes and provide necessary documentation like W9 forms
• Proactively monitor accounts receivable aging and follow up on outstanding balances to ensure timely payments
• Provide accounts receivable reports and statements to Project Managers and clients as needed
• Partner with the collections team to keep client comments and AR statuses up to date
• Apply cash receipts and investigate unidentified payments, working with the accounting team to resolve variances
• Review contractor invoices for accuracy and inclusion with client billing
• Ensure contractors are paid promptly based on contract terms by following up with internal and external stakeholders

Requirements

• 3+ years of professional services billing experience (Construction, Engineering or Architecture)
• Minimum three years’ experience in billing, accounts receivable, or related accounting roles
• Prior experience in a professional services and/or multi-entity environment
• Strong proficiency in Microsoft Excel
• Solid understanding of standard contract billing terms (hourly, lump sum, and “not-to-exceed” arrangements)
• Exceptional attention to detail, accuracy, and organizational skills
• Capable of working independently, taking initiative, and managing multiple priorities effectively
• Strong written and verbal communication skills with a client service orientation
• Demonstrated problem-solving ability to investigate and resolve billing or payment issues

Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred but not required.
• 3+ years of professional services billing experience (Construction, Engineering or Architecture) or minimum three years’ experience in billing, accounts receivable, or related accounting roles.

Nice to Have

• Knowledge of the architecture/engineering/construction sector
• Experience with Deltek

Skills

* Required skills