Accounts Receivable Specialist

Fessler & Bowman Inc•Charlotte, NC

6d•Onsite

About The Position

The Accounts Receivable Specialist is a key role within the Finance department and works hand in hand with multiple Team Members. This position is responsible for the billing and collections process for receivables which includes processing, reporting, maintaining relationships with contractors/vendors and collaborating with the Project Management Team to ensure accuracy of job financials within Procore. The descriptions below are representative of, but not limited to, the duties and responsibilities for this position.

Requirements

High School Diploma or GED Equivalent required
3 years of Accounting or related experience.
Knowledge of Microsoft Suite.

Nice To Haves

Associate’s Degree preferred.
Experience with Procore or other accounting systems preferred.

Responsibilities

Responsible for day-to-day management of the billing process, including tracking and entering, keeping track of billing progress, collecting sub lien waivers, and checking documents for accuracy.
Responsible for updating, maintaining, and checking for accuracy regarding job folders, billpage, and waiver recap.
Process all customer invoices accurately on or before billing due date based on approval from Project Manager, including all required sworn statements and other billing documents.
Processing and submitting sub lien waivers to aid in timely collection of payments.
Maintain positive business relationships with team members, general contractors, suppliers, owners, and subcontractors.
Provide assistance and training on all Accounts Receivable systems while maintaining good working relationships with Project Managers, General Contractors, and others from Operations.
Monthly processing of accurate AIA (American Institute of Architects) billings, sub lien waivers, and sworn statements.
Responsible for the collection of subcontractor documents required for billing such as contract change orders, and sub lien waivers.
Responsible for submitting a request for a Customer COI (certificate of insurance) within 5 business days of being notified of an executed contract.
Distributing, processing, and maintaining billing records and sub lien waiver records.
Maintain an organized electronic filing system and comply with all filing requirements and all internal reporting requirements.
Comply and assist with audit requests and procedures when needed.
Assist in making collection calls on accounts receivables and receive incoming calls from subcontractors regarding payment status.
Use credit bureau data, post office information, internet searches and other tools to try to locate customers who have moved or changed phone numbers.
Collaborate with Finance Team Members on projects and initiatives.
Communicating and upholding the Company’s commitment to Integrity and Code of Ethics, as well as ensuring the same for the entire team.
Other relevant tasks as assigned.