Billing Specialist

CBX Solutions Recruiting Team • East Syracuse, NY

10d • $20 - $30

About The Position

The Billing Specialist compiles billing data and prepares invoices and bills. The role reads computer files and gathers records such as purchase orders, work orders, and field technicians’ invoices; enters information into accounting software; prepares invoices listing items sold, amounts due, and shipment dates; and submits customer invoices through methods including Excel and third-party websites. The position processes billing adjustments, change orders, and final billings, and works with Accounting and Project Management to obtain required information and track billing requests. It also provides backup support for other Accounting Team functions and assists with special projects and other assigned duties.

The role is based in both a professional office and warehouse environment, uses standard office equipment, and may require occasional travel to project sites. The employee must meet the physical demands and essential functions described in the posting, with reasonable accommodation where applicable.

Requirements

• Associate degree preferred, or an equivalent combination of education and experience.
• Minimum of one year of general accounting experience preferred.
• Must pass pre-employment background check and drug screens.
• Excellent computer skills, especially with Microsoft Office products, including Excel, Word, and Outlook.
• Effective accounting system skills and ability to learn and use industry-specific software.
• Effective time-management and organizational skills.
• Effective verbal and written communication skills.
• Excellent mathematical skills.

Nice To Haves

• Associate degree or equivalent combination of education and experience.
• At least one year of general accounting experience.
• Current and valid U.S. driver’s license.

Responsibilities

• Read computer files or gather records such as purchase orders, work orders, and field technicians’ invoices to compile billing data.
• Enter information into accounting software.
• Prepare invoices listing items sold, amounts due, and shipment dates.
• Submit customer invoices using various methods, including Excel and third-party websites.
• Meet or exceed the minimum required job KPI standards.
• Process invoices for all orders at ready-for-billing status at the department-mandated cadence.
• Submit invoices to the respective customer within 24 hours of posting unless otherwise specified by the client.
• Reconcile submission of assigned accounts monthly and note the completion date on the checklist.
• Record and process adjustments to freight, sales tax, or other billing components to represent customer charges correctly.
• Process change orders and final billings using the internal submission process and in partnership with the Project Management team.
• Communicate with the Accounting Team and Project Managers to obtain information required for duties.
• Monitor and track internal billing request submissions to ensure completion and provide notification.
• Back up other Accounting Team members for multiple functions, such as waiver review/completion and contract review.
• Assist with special projects as necessary and perform other duties as assigned by management.

Benefits

• Health, dental, vision, and prescription coverage.
• Life insurance.
• 401(k) with company match.
• Generous paid time off.
• Continuous learning, mentorship, and leadership training, including access to CBX University.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree