Billing Specialist

S&ME, Inc.•Charlotte, NC

1d•Hybrid

About The Position

We are currently seeking a full-time Billing Specialist with a hybrid work arrangement to join our Finance team. This role is available at any of our locations within our footprint. At S&ME, we have a history of delivering innovative geotechnical, civil, environmental, and construction material testing for over 50 years. Over the decades, we have grown into a trusted partner for clients across various industries, including transportation, energy, water, waste management, education, government, commercial, industrial, and more. Our commitment to technical excellence and integrity has established us as a leader in our field. Why Work at S&ME? Employee Ownership: As a 100% employee-owned company, our ESOP gives you a personal stake in our success and the opportunity to build long-term wealth while helping shape our future. Career Growth: We invest in your success with mentorship, training, and leadership opportunities. Exciting Projects: Big or small, simple or complex, we do it all. Our projects are as diverse as they are exciting, so every day brings something new. Supportive Culture: Collaboration, respect, and positivity fuel our team environment. Flexibility: Work-life balance matters to us, helping you thrive inside and outside the office. Community Impact: Your work will directly improve the communities where we live, work, and play. About The Role: As a Project Billing Specialist, you will manage the financial functions of projects within our accounting database. This role involves close collaboration with project managers to ensure accuracy throughout the project lifecycle. Key responsibilities include client invoicing, updating WIP reporting, and assisting with collection efforts. Additional duties involve setting up project information, generating and finalizing invoices, and performing monthly reviews and project completion activities. Set Up Project Information: Read and interpret contract provisions to set up accurate project information in the accounting database, ensuring compliance with contract terms and company policies. Verify and edit project rate schedules and demographic data provided by project managers. Generate and Finalize Invoices: Initiate the billing cycle by generating and distributing prebill reports, facilitating edits per project manager, and finalizing invoices with all required attachments and documentation within established deadlines. Post and Submit Invoices: Post and submit invoices to clients by contract terms, ensuring timely and accurate billing. Manage Budget Changes: Make necessary budget changes to the accounting platform per project manager's guidance and complete all tasks in accordance with the monthly accounting closing schedule. Assist with Collections and Reviews: Assist in collection efforts of past-due accounts, perform monthly reviews and invoicing of all assigned projects, and initiate project completion activities, including reviewing backlog and WIP, verifying accuracy of invoicing and collections detail, and closing the project in the accounting platform.

Requirements

High School diploma/GED
Minimum of 3 years' experience in project billing
Experience in KPI reporting and dashboards
Candidates must comply with our Fleet Management, Substance Policy, and Reference Check requirements.
Only candidates with valid employment eligibility (I-9) will be considered.

Nice To Haves

An Associate's degree in Accounting or Finance
Understand Work in Progress (WIP) and KPI reporting and dashboards
Experience in the engineering industry

Responsibilities

Manage the financial functions of projects within our accounting database.
Collaborate with project managers to ensure accuracy throughout the project lifecycle.
Perform client invoicing.
Update WIP reporting.
Assist with collection efforts.
Set up project information in the accounting database, ensuring compliance with contract terms and company policies.
Verify and edit project rate schedules and demographic data.
Generate and distribute prebill reports.
Facilitate edits to prebill reports per project manager.
Finalize invoices with all required attachments and documentation within established deadlines.
Post and submit invoices to clients by contract terms.
Make necessary budget changes to the accounting platform per project manager's guidance.
Complete all tasks in accordance with the monthly accounting closing schedule.
Assist in collection efforts of past-due accounts.
Perform monthly reviews and invoicing of all assigned projects.
Initiate project completion activities, including reviewing backlog and WIP, verifying accuracy of invoicing and collections detail, and closing the project in the accounting platform.