Job description

Purpose

Under general supervision from the Controller, this employee will aid the customers calling for assistance, field technicians, and office staff. This position will also interact with and provide a point of coordination between management, technicians in the field, sales staff and billing/accounting to ensure all project activities proceed with minimum difficulty and results in overall exceptional customer satisfaction.

Essential Responsibilities

• Owns full cycle billing and receivables process

Billing:

• Verify contract is complete and matches install and recurring amounts found on the job
• Review for fees to be charged to client: lift, permit, plan
• Bill according to contract, less any deposits paid
• Submit contractor invoices with all forms and waivers as requested
• Create any inspections, PM, SMA Renewals, or Fire inspection, as needed
• Add any new/changed rates to Rate Report spreadsheet
• Update Deposit Log spreadsheet as deposits are credited against install invoices
• Balance Rate Report spreadsheet against Sedona on a monthly basis, create new workbooks per month
• Balance Deposit Log spreadsheet against Sedona on a monthly basis, create new workbooks per month
• Create Quarterly recurring cycle invoices
• Bill invoices through client portals as requested
• Credit cardDirect ACH/EFT
• Remote Deposit Capture (Checks)

Collections:

• Process receipts, ACH/CC and post payments to proper invoices per customer remittances
• Contact and collect from clients who have past due invoices
• Forward any payment disputes to the correct contact internally to help resolve, PM or sales rep
• Create statements for clients
• Reconcile customer statements and respond to customer requests
• Process ACH/CC payments for recurring cycle invoices
• Update ACH/CC information as called/emailed in by client
• Follow up on service holds
• Create and review disconnect notices due to non-payment with Ken

Additional Tasks:

• Client cancels as approved and review
• Daily/Monthly bank reconciliation
• Client requests:
• Update billing information
• Update invoices
• Budget requests
• Review of invoice amounts vs. contract
• Daily Cash Report
• Job cost weekly labor reports
• Backup Work order accountant with job processing as needed (ie on vacation, help with overflow)
• Backup Accounts payable accountant
• Client credit requests- obtain proper review and approval, enter into Sedona
• Review credit card fees vs previous month’s payments
• Help with any special projects
• Answers incoming phone calls from customers - Act as a backup operator to the front desk operator and assist with questions regarding routing; accounts payable processing.
• Ensure customer satisfaction by answering the telephone promptly, courteously & professionally at all times, in addition to supporting all internal customers in the same manner.
• Refers non-routine questions & inquiries to supervisor.
• Collaborate with other departments to improve Company efficiency and smooth processing

Qualifications and Education Requirements

Education- High School diploma or equivalent.

Previous Experience – A minimum of 3 years in general accounting, including full cycle accounts receivables or a related position.

Special Skills and/or Desirable Qualifications – Ability to handle a high volume of telephone calls with excellent telephone skills. Experience in coordinating projects from start to finish with strong detail orientation. Ability to work overtime if needed. Ability to read and interpret documents such as floor plans, contracts, construction schedules and procedure manuals. Good time management, organizational and multitasking skills. Must be able to work during times of high work loads. Must be able to work with a variety of people of all skill levels. Must be capable of learning and using the appropriate software and electronic tools provided to competently manage all assigned tasks.

Language Skills – Strong written and verbal communication skills a must. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Reasoning Ability – Ability to define problems, collect data, establish facts, and draw valid conclusions. Must be able to effectively deal with all problems arising from the management of several construction/customer projects simultaneously. Effective negotiation and excellent analytical skills. Strong time management, organizational and multitasking skills. Ability to plan each day while adapting to constant interruptions. Ability to maintain employee confidentiality and treat employees with respect at all times.

Math Skills - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute percents and to develop and interpret bar graphs.

Computer Skills - Working knowledge of Windows Operating Systems, Microsoft Office, including Word, Excel, Access, and Outlook. Experience with Sedona a plus

Certificates, Licenses, Registrations - Must have, or be able to pass current Alarm Company Employee registration requirements as issued through California Bureau of Security and Investigative Services.

Physical Demands – While performing the duties of this job, the employee is regularly/frequently required to use hands to finger, handle or feel objects, equipment or controls and talk or hear. The employee must occasionally lift and/or move up to 25 lbs. The employee must be able to drive, sit, walk, stand, bend, reach with hands and arms, stoop, kneel, crouch, crawl, climb and balance. Specific vision and abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Regular attendance is required. The noise level in the work environment is usually medium to moderate.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

caravetterealestate.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caravetterealestate.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, caravetterealestate.com is the ideal place to find your next job.