Financial Analyst - ENT - CARRJP00003076 - Charlotte, NC - 1st shift

Wilson • Charlotte, NC

12d • Hybrid

About The Position

The Billing Operations Analyst will primarily perform tasks associated with the billing readiness process for North America Field Service. Individuals will be working as a team to confirm job completion and customer authorization, posting and validating costs, correcting cost posting errors, validating correct confirmations and setting items to ready to bill status for work accomplished by our field offices. This team will manage the open order daily, meet with assigned markets weekly on Teams, work various invoice uploads inboxes daily.

Requirements

• High School Diploma or GED
• 5+ years of work experience in a business environment
• 1+ years of experience in Microsoft Office Suite

Nice To Haves

• Bachelor’s Degree in Business or other related field required
• Experience in job costing, accounting and customer service
• HVAC Service industry experience
• ServiceMax, Salesforce, and SAP experience
• Demonstrate and build deep process expertise
• Experience in customer service
• Foster a culture of continuous improvement
• Demonstrate financial acumen

Responsibilities

• Validate completion of jobs for billing, checking for customer authorization, completion/closure of the service order/project, validate correct cost postings and correcting as needed and setting jobs to Ready to Bill status for the billing team.
• Communicate with field offices with regard to status and issues with jobs
• Commit to and monitor the Open Order status daily and for month end related activities
• Address corrections and updates as needed
• Assist with customer disputes as needed, providing regular updates to the customer
• Deliver to established performance metrics
• Contribute to the continuous improvement of the billing readiness process

What This Job Offers

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