Bookkeeper

Leighton A White Inc•Milford, NH

About The Position

This role collaborates with management and sales professionals to contribute to the accurate preparation of bills receivable and to safeguard the company’s income. The Bookkeeper will be responsible for processing information necessary for customer invoicing, including AIA billing, setting up and updating customer card accounts, compiling data to spreadsheets, and checking data inputs for accuracy. The position involves issuing customer invoices, processing incoming payments, and managing account balances to discover outstanding debts or other inconsistencies. Additionally, the Bookkeeper will issue customer statements, send payment reminders, and contact customers as needed. A key responsibility includes receiving payments through various methods, with the ability to set up, oversee, and maintain online portals for customers using project management platforms for payments. The role also entails answering phones, making necessary calls, taking accurate messages, and communicating with customers to answer questions, provide guidance, and resolve issues. General clerical duties such as filing, copying, scanning, mailing, and faxing are also part of the role, along with demonstrating a high level of professionalism in handling confidential and sensitive issues.

Requirements

High school diploma or equivalent
Proven experience as a Billing Clerk/Coordinator or similar position.
Highly proficient in Microsoft Office Suite; with a heavy emphasis on Excel.
Reliable and versatile with strong customer service and time management skills.
Computer literate with excellent math skills and a high degree of trustworthiness.
Excellent organization skills including data collection, data entry and record keeping.
Demonstrated ability to exercise good judgement in making timely and sound decisions.
Strong verbal and written communication skills with an acute attention to detail.
Ability to manage priorities and workflow in a fast-paced environment.
Capacity to work independently and as a member of various teams.

Nice To Haves

Further education a plus.
Working knowledge of Sage accounting software is a plus but willing to train.
Creative, flexible and innovative team player with a commitment to company culture.

Responsibilities

Process information necessary for customer invoicing, including AIA billing.
Set up customer card accounts and update as needed and/or upon request.
Compile data to spreadsheets, type reports and distribute as needed or requested.
Check data inputs to ensure accuracy in customer info, accounts, invoices and statements.
Issue customer invoices through the proper channels and process incoming payments.
Issue Certificates of Insurance, W-9, Lien Waivers and other job site related documents.
Manage account balances to discover outstanding debts or other inconsistencies.
Issue customer statements, send payment reminders and contact customers as needed.
Receive payments through various methods, which includes ability to set up, oversee and maintain online portals for customers using project management platforms for payments.
Answer phones and make necessary calls in a professional and timely manner; take accurate messages with a high degree of professionalism and courtesy.
Communicate with customers to answer questions, provide guidance and/or resolve issues.
General clerical duties including, but not limited to, filing, copying, scanning, mailing and faxing.
Demonstrate a high level of professionalism in handling confidential and sensitive issues.