Project Billing & Collection Analyst

The Project Billing & Collection Analyst is valued team member who supports the Client Finance team by completing all responsibilities related to project setup and upload, project access, project invoicing and project billing collections. This position will report to the Client Finance Manager.

Primary Duties:

• Support the Client Finance team in all areas associated with project setup, invoicing, and collections.
• Create and upload new project budget templates into ERP in a timely basis
• Maintain accuracy of project budgets by adjusting for change orders as received.
• Setup new customers and maintain all customer information in ERP system
• Draft and submit invoices for client finance and project manager review and for submission to customers.
• Support any ad hoc billing inquiries.
• Support monthly billing reconciliation.
• Contact customers to collect outstanding payments and resolve and billing issues.
• Implement effective strategies to reduce delinquency and improve cash flow.
• Monitoring and managing overdue accounts, initiating necessary actions for resolution.
• Engaging with clients in a professional and courteous manner to address payment concerns and investigate payment discrepancies.
• Provide clear and concise explanations of billing and collection processes to customers.
• Generate regular reports on collections performance and present findings to client finance and accounting management.
• Review unbilled aging of customer accounts to identify trends and recommend process improvements.
• Collaborate with internal teams, including the Accounting Treasury team and Client Finance teams to resolve customer disputes and enhance the overall customer experience.
• Escalate to Client Finance Leadership and concerns around bankruptcy, legal disputes and other credit concerns as they arise to involve our risk management and legal teams.
• Support the Accounting Treasury team with reconciling payments by client against outstanding balances as required
• Support ad hoc requests for analysis and other duties as assigned.

Essential Education and Experience:

• Bachelors Degree in Accounting/Finance or related business field
• Minimum of 2 years of experience in Billing & Revenue or similar accounting position.
• Proficient PC skills (Microsoft Outlook & Excel)
• Should have working knowledge of ERP systems
• Flexibility and willing to work on multiple assignments of varying tasks with personnel at all levels of the organization
• Strong interpersonal and relationship building skills, and an ability to build credibility with external and internal stakeholders
• Self-starting attitude with a strong desire to learn and grow rapidly
• Willingness to extend yourself and assist other team members
• Possesses ethics and integrity when dealing with confidential and sensitive information
• Must be able to read, write, speak fluently, and comprehend the English language
• Experience working with high volume of transactions in a fast-paced environment

Team oriented – actively promote a cooperative/positive team spirit and respect the diverse contributions of teams, partners and networks; create and build value for the company and its stakeholders