Billing Specialist

SOCOTEC•Dallas, TX

8d•Onsite

About The Position

Support the daily billing and collections operations for SOCOTEC's TC&A (Technical Consulting & Advisory) sector. This position is responsible for processing invoices, managing accounts receivable, and ensuring accurate and timely billing in compliance with company policies. The Billing Specialist reports to the Operations Manager and collaborates closely with Project Managers and the billing team.

Requirements

Associate's or Bachelor's Degree in Accounting, Finance, or related field preferred
Three or more years of billing, accounts receivable, or related accounting experience
Strong Excel skills required
Knowledge of standard contract terms, including hourly, lump sum, and not-to-exceed billing arrangements
Strong attention to detail and accuracy
Excellent organizational and time management skills
Ability to work independently, take initiative, and manage multiple priorities
Strong communication skills for interfacing with clients, Project Managers, and team members
Problem-solving ability to research and resolve billing and payment discrepancies
4 days a week in office presence

Nice To Haves

Experience in a professional services, multi-company environment, especially within an A/E construction environment, preferred
Experience with Deltek is a plus

Responsibilities

Set up new projects in the system, including approved budgets, billing terms, rate tables from contract documents, and obtaining Certificates of Insurance
Generate and send monthly invoices to clients with required backup documentation
Prepare invoice backup documentation including Lien Waivers and other required forms
Upload invoices and documentation to client portals as required
Communicate with clients regarding payment portals and provide necessary documentation such as W9's
Monitor accounts receivable aging and follow up on outstanding invoices
Send AR reports and statements to Project Managers and clients as needed
In coordination with the collections team, maintain updated comments on AR statuses and client issues
Apply cash receipts and research payments from unknown sources
Collaborate with Accounting to reconcile variances during the cash application process
Process and verify accuracy of contractor invoices for inclusion on SOCOTEC invoices
Follow up to ensure timely payment to contractors in accordance with contract terms
Follow up with employees and managers to support timely timesheet submissions and billing
Generate ad hoc reports for Project Managers as requested
Provide Project Summary reports and AR Statements to support Project Managers
Perform all other duties as assigned by your manager