Bookkeeper

SUMMARY:

Collaborates with the management and sales professionals in order to contribute to the accurate preparation of bills receivable and to safeguard the company's income.

DUTIES AND 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.

SKILLS/QUALIFICATIONS

High school diploma or equivalent; further education a plus. Proven experience as a Billing Clerk/Coordinator or similar position. Highly proficient in Microsoft Office Suite; with a heavy emphasis on Excel. Working knowledge of Sage accounting software is a plus but willing to train. 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. Creative, flexible and innovative team player with a commitment to company culture. 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.

COMPETENCIES

Teamwork- Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Problem Solving -Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with complex or emotional topics. Adaptability- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.