Billing Analyst

Carrier • Charlotte, NC

5d • $64,500 - $129,500

About The Position

The Billing Analyst supports the billing readiness process for North America Field Service. Working closely with field offices and internal teams, the role validates job completion and customer authorization, reviews and corrects cost postings, and ensures service orders and projects are accurately prepared for billing. The position also manages open order activity, supports month-end readiness, resolves billing-related issues, and contributes to continuous process improvement.

Requirements

• High school diploma or GED.
• At least 5 years of experience in a business, administrative, operations, billing, finance, or customer support environment.
• At least 1 year of experience using Microsoft Office applications, including Outlook, Excel, Word, and related productivity tools.

Nice To Haves

• Bachelor’s degree in Business, Finance, Accounting, Operations, or a related field.
• Ability to communicate clearly and professionally with internal teams, field offices, and customers.
• Strong attention to detail and follow-through, with the ability to manage multiple priorities in a deadline-driven environment.
• Experience in job costing, accounting, billing operations, customer service, or field service support.
• Experience in the HVAC service industry or a related service-based environment.
• Experience using ServiceMax, Salesforce, SAP, or similar operational and financial systems.
• Ability to build process expertise, identify improvement opportunities, and support a culture of continuous improvement.
• Strong financial acumen and ability to review, interpret, and validate cost-related information.

Responsibilities

• Validate jobs for billing readiness by confirming customer authorization, service order or project completion, accurate cost postings, and appropriate Ready to Bill status.
• Review and correct cost posting errors, confirmation issues, and other billing-related discrepancies.
• Communicate with field offices about job status, missing information, billing readiness concerns, and required follow-up actions.
• Monitor open order activity daily and support month-end close activities to ensure timely and accurate billing readiness.
• Assist with customer disputes by researching issues, supporting resolution efforts, and providing timely updates.
• Upload produced invoices into Customer Portals for payment.
• Update and correct applicable systems to support accurate billing, reporting, and operational visibility.
• Meet established performance metrics and service expectations.
• Support continuous improvement initiatives to strengthen billing readiness, reduce rework, and improve the customer and field experience.

Benefits

• Medical, dental, and vision coverage.
• Wellness incentives.
• Retirement benefits.
• Paid vacation days, up to 15 days.
• Paid sick days, up to 5 days.
• Paid personal leave, up to 5 days.
• Paid holidays, up to 13 days.
• Birth and adoption leave.
• Parental leave.
• Family and medical leave.
• Bereavement leave.
• Jury duty leave.
• Military leave.
• Purchased vacation.
• Short-term and long-term disability.
• Life insurance and accidental death and dismemberment coverage.
• Health Savings Account, Health Care Spending Account, and Dependent Care Spending Account.
• Tuition assistance.
• The position may be entitled to short-term cash incentives, subject to plan requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED