Accounts Receivable Manager

Dallas Mechanical Group • Lewisville, TX

11d • Onsite

About The Position

Dallas Mechanical Group is seeking a collaborative, detail-oriented Accounts Receivable Manager with expertise in accounts receivable and construction billing. The role supports accurate, timely accounts receivable and construction billing, including AIA billing, pay applications, retainage, change orders, collections, project documentation, and compliance with customer and contractual requirements. The manager works closely with Project Management, Accounting, general contractors, customers, and vendors to resolve billing and payment issues, maintain accurate financial records, and support timely collection of outstanding receivables. The position requires strong organization, communication, analytical, and problem-solving skills, along with knowledge of construction billing and project accounting practices.

This is an in-office position in a professional, climate-controlled office environment with typical office noise levels. The role involves regular computer, telephone, and standard office equipment use, including extended computer and screen-based work. The employee must be able to remain stationary for extended periods, occasionally move around the office, communicate effectively in person and electronically, and occasionally handle office materials weighing up to 10 pounds.

Requirements

• Strong knowledge of accounts receivable, billing, and collections practices.
• Knowledge of construction billing, including AIA billing, pay applications, retainage, change orders, and supplier waivers.
• Strong analytical skills for reviewing AR aging reports, customer balances, billing information, and job cost reports.
• Ability to accurately prepare invoices, pay applications, adjustments, and supporting documentation.
• Strong problem-solving skills and ability to research and resolve billing and payment discrepancies.
• Ability to follow up professionally and consistently with internal and external stakeholders about billing and payment matters.
• Ability to work effectively with Project Management, Accounting, customers, general contractors, and vendors.
• Excellent organizational and time-management skills, including the ability to prioritize work within established timelines.
• Proficiency with ERP/accounting systems and Microsoft Excel.
• Strong attention to detail and commitment to accurate recordkeeping.
• At least 4 years of experience in accounts receivable, billing, collections, or a related accounting function.
• Demonstrated understanding of accounting principles related to accounts receivable and revenue.
• Experience with revenue recognition, retainage, job cost reporting, and AR management.
• Ability to operate standard office equipment, remain stationary for extended periods, move around the office occasionally, communicate effectively, and occasionally handle office materials weighing up to 10 pounds.

Nice To Haves

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.
• Construction or project-based accounting experience preferred.

Responsibilities

• Prepare and process construction project billing according to contractual deadlines and customer requirements.
• Prepare AIA billings, general contractor pay applications, progress billings, retainage billings, and customer-specific billing documentation.
• Review new project contract documents for billing contacts, periods, retainage requirements, tax considerations, forms, and other billing provisions.
• Enter and maintain billing information in the ERP system, including revenue, retainage, gross billings, and net billings.
• Track project change orders and incorporate approved changes into billing.
• Identify vendor back charges and prepare applicable invoices or adjustments.
• Maintain accurate monthly billing records and supporting documentation for audits.
• Review AR aging reports and customer balances to identify past-due accounts and follow-up needs.
• Contact general contractors and customers about outstanding invoices, payment status, payment holds, invoice questions, and expected payment dates.
• Research billing and payment discrepancies and coordinate with internal teams and customers to resolve them.
• Work with Project Management to address issues that could delay billing or payment.
• Document collection activity, payment commitments, and unresolved account issues.
• Assist with processing phone payments for open invoices and miscellaneous charges.
• Monitor outstanding receivables and provide information about expected payments and collection concerns.
• Obtain documentation for stored-material billing and payment approval in coordination with Construction Administration.
• Coordinate with Assistant Project Managers to obtain insurance documentation, approved submittals, vendor information, and supplier waivers.
• Work with Accounts Payable to request and track conditional and unconditional supplier waivers.
• Track required notices, notices of intent to lien, and lien-related deadlines, and communicate with appropriate parties about outstanding payments.
• Prepare, verify, and maintain Certified Payroll Reports when required.
• Verify that billing packages contain required supporting documentation before submission.
• Participate in monthly billing meetings with Project Management to review job costs, upcoming billings, change orders, retainage, receivables, and billing issues.
• Communicate project billing status and documentation needs to Project Management.
• Run and review AR Aging, Month-End AR, and Job Cost reports.
• Research discrepancies among billing, accounts receivable, job cost, and project records.
• Communicate significant past-due balances, billing issues, and collection concerns to Accounting and Project Management.
• Work with the Accounting Manager to determine applicable tax treatment for invoices and project materials.
• Record applicable tax amounts by type, including sales tax and tax on materials.
• Research and help resolve billing or tax discrepancies.
• Assist with month-end accounts receivable, project billing, and retainage activities.

Benefits

• Competitive pay and health and wellness benefits, including medical, dental, and vision insurance.
• Insured life and disability plans.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• 401(k) savings plan options with employer match.
• Employee Assistance Program (EAP).
• Paid Time Off.
• Eight paid holidays per calendar year.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed