Job Description
Under the direction of the Billing Manager, this position will work at our Pleasanton office. You will spend about 70% of your time with billings; another 20% assisting in the set-up of jobs, catching problems early-on to resolve them efficiently; and the remaining 10% with various other accounting issues.
ESSENTIAL FUNCTIONS:
• Assist the Billing Manager in implementing solid, cost-recoverable T&M and Lump Sum
• billings to ensure that we always maximize our billing potential
• Gain credibility with internal & external stakeholders.
• Serve as a back up to each staff member in the billing department in their respective roles.
• Prepare monthly billing projections and invoices with all assembled documentation on a timely basis.
• Assist PMs with Job Cost reports and analysis.
• Assist PMs with maintaining change order logs.
• Research and resolve job/project cost issues through investigation and analysis.
• Maintain regional responsibility for researching issues and explaining and/or training personnel to Company's accounting software.
• Serve as a back up to all billing functions, including invoice entry, document preparation, document storage, and address any other billing/cost related questions and issues with project managers and sales managers
Perform other duties and responsibilities, as assigned by Manager.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 3-5 years of experience in construction billing/accounting.
• Strong analytical and problem-solving skills with attention to detail.
• Strong proficiency in Gmail and Microsoft Office, particularly Excel
• Experience with VLOOKUP and Pivot Tables
• Good communication skills- verbal and written. Be able to communicate effectively with
• project managers, customers, co-workers, GC's and executives.
Experience with PDF form filler software
Nice to Have Skills & Experience
• Knowledge of Smartsheets Web App a plus.
• Bachelor's degree in a related field, preferred but not required
• Medical billing experience is a plus
• Knowledge of J.D. Edwards software preferred.
Knowledge of Reports Now software a plus.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.