Billing Specialist

• Perform data entry, prepare invoices, send bill reminders, and contact clients to discuss their accounts if required
• Work with other departments to ensure correct amounts are collected in a timely manner
• Maintain client and accounts receivable records, keeping aging up to date and accounting for credits, collections, uncollectible amounts, and miscellaneous differences
• Perform timely and accurate account reconciliations
• Prepare analytical and ratio analyses relevant to accounts receivable for management
• Prepare and analyze actual billing data for presentation to clients
• Continuously evaluate current policies and recommend process improvements
• Collaborate with internal teams and clients to ensure timely and accurate collections

Accounts Receivable, Billing Specialist

• Accurately input customer orders from Salesforce per the products provided in each customer opportunity, including product numbers, service items, and pricing
• Solve product discrepancies when serial numbers do not match expectations due to previously unrecorded product swaps
• Process equipment changes at customer sites on contracts to maintain correct serialized product numbers
• Process attrition opportunities in Salesforce by updating end dates on billing contracts
• Follow up with field team members or sales for required serialized part numbers and pricing information for new installations, attritions, or questions
• Perform other duties as assigned by the supervisor

Billing Contract Specialist

• Accurately input customer orders from Salesforce per the products provided in each customer opportunity, including product numbers, service items, and pricing
• Solve product discrepancies when serial numbers do not match expectations due to previous unrecorded product swaps
• Process equipment changes at customer sites on contracts to maintain correct serialized product numbers
• Process attrition opportunities in Salesforce by updating end dates on billing contracts
• Follow up with field team members or sales for information regarding serialized part numbers needed in billing contracts
• Handle information for new installations, attritions, and pricing questions
• Perform other duties as assigned by the supervisor

• Prepare and issue customer invoices based on completed works, job sheets, project stages, purchase orders, and approved billing information
• Prepare and submit progress claims according to client and contractual requirements
• Maintain project billing records, including contract values, invoices, claims, variations, and completed but unbilled work
• Track required purchase orders and ensure information is recorded correctly
• Record approved variations and include billable variations in invoicing
• Maintain customer accounts, allocate receipts, issue statements, and support debtor follow-up
• Communicate with clients about outstanding invoices and billing queries
• Complete the finance component of new client onboarding and maintain Xero records
• Verify client legal entity details, ABN, billing contacts, payment terms, and purchase-order requirements
• Enter client call-ups and project or finance information accurately and promptly
• Support month-end reporting through billing information, reconciliations, and finance records
• Identify missing information, discrepancies, and potential billing issues and follow them through to resolution
• Maintain consistent information across Xero, project trackers, Pipedrive CRM, and other systems
• Identify recurring issues and suggest improvements to finance and billing processes
• Work closely with the Finance Manager and wider finance, operations, and management teams

Accounts, Project Billing Coordinator

• Learn new systems of clients and effectively transfer knowledge to subordinates
• Lead designated team, ensuring accurate and timely submission of deliverables
• Coach subordinates and develop their skills
• Assist Supervisor/Assistant Manager/Manager in directing the team towards the company's goals
• Ensure compliance with company guidelines and procedures
• Address conflicts within the team
• Create accurate medical insurance claims and ensure timely submission
• Rectify claim denials with resubmission or appeals
• Formulate and execute strategies to mitigate claim denials
• Learn and implement specialty, state, and carrier-specific billing requirements

Medical Billing Team Leader

• Ensure reservation accuracy
• Resolve guest billing inquiries
• Perform recurring billing audits
• Adjust reservation data to ensure financial accuracy
• Contact guests by email, phone, text, and SMS to resolve billing issues and payment inquiries
• Collaborate with Communications, Reservations, and Portfolio teams on reservation reporting and payment resolutions
• Process payments for unique reservation circumstances and long-term stays
• Support billing-related transitions and activities for new building transitions
• Support resolutions with distribution partners
• Manage processing of long-term-stay payment plans
• Take ownership of daily audit and billing resolution processes
• Help create billing processes and improve reservation financial accuracy
• Contribute to guest satisfaction related to billing support

• Generate and distribute builder invoices according to established billing frequencies
• Generate and process resident statements
• Generate miscellaneous invoices for assigned communities
• Review billing activity for errors or discrepancies and process adjustments
• Post builder payments and prepare coding and deposit documentation
• Maintain organized billing, payment, deposit, and statement records
• Review builder account balances and transfer credits or identify refunds
• Maintain billing trackers and AR Information Sheets
• Process annual coupon booklets where applicable
• Respond to builder billing inquiries and provide account information or documentation
• Partner with community/site teams to resolve billing questions, discrepancies, and account errors
• Assist residents with billing-related questions
• Complete association-specific billing projects and special requests
• Support department initiatives, process improvements, audits, and other projects
• Review correspondence and respond generally within 48 hours
• Monitor billing schedules and deadlines

AR Billing Specialist

• Prepare and process daily billings to ensure client invoices are accurate, consistent with contractual requirements, and issued on time
• Research and resolve billing, credit, and accounts receivable issues
• Review and reconcile account balances in Accounts Receivable
• Interface with internal customer service and support organizations on customer inquiries
• Assess current billing operations, recommend improvements, and assist with implementing new processes
• Collaborate with AP and AR team members on ad hoc projects and miscellaneous tasks