Page Mechanical Group, Inc.
Manager, Billing and Collections
Page Mechanical Group, Inc., Ontario, California, United States, 91764
Job Title:
Manager, Billing and Collections
Department:
Operations
Reports To:
Sr Director, Billing and Collections
Employment Status:
Salary / Exempt
Primary Location:
Ontario, CA
Note: Salary will be determined based on skills and experience in relation to the function of the role, as well as equity to any other employees in the same or similar role.
Overview The Billing and Collections Manager oversees the billing operations of Congruex, ensuring accurate and timely invoicing to customers or clients for goods or services rendered. This role is crucial in managing the financial health of the organization by ensuring that billing processes are efficient, compliant with policies and regulations, and contribute to positive cash flow.
Job Responsibilities
Supervision of Billing Team: Managing and leading a team of billing specialists or clerks. Assigning tasks, providing training and guidance, and evaluating performance to ensure team effectiveness.
Billing Process Management: Overseeing the end-to-end billing process from invoice generation to payment collection. Ensuring accuracy and timeliness in invoicing customers based on sales orders, contracts, or service agreements.
Invoice Preparation: Reviewing invoices prepared by the billing team for accuracy, completeness, and compliance with billing policies and customer contracts. Addressing discrepancies or issues before sending invoices to customers.
Billing System Administration: Managing billing software or systems used for invoice generation and customer billing. Implementing updates, performing system maintenance, and ensuring data integrity.
Customer Billing Issues: Resolving customer inquiries or disputes related to billing. Investigating billing discrepancies, issuing credit memos or adjustments when necessary, and maintaining positive customer relationships.
Collections and Accounts Receivable: Monitoring accounts receivable aging reports to track outstanding invoices and overdue payments. Working closely with the collections team to follow up on overdue accounts and ensure timely payment.
Financial Reporting: Generating billing-related reports, metrics, and KPIs for management review. Providing insights into billing performance, trends, and potential issues impacting cash flow.
Compliance and Documentation: Ensuring compliance with billing regulations, industry standards, and company policies. Maintaining accurate billing documentation, records, and audit trails.
Process Improvement: Identifying opportunities for process improvements in the billing cycle. Implementing efficiency initiatives to streamline processes, reduce billing errors, and enhance overall billing operations.
Cross-functional Collaboration: Collaborating with other departments such as sales, finance, and customer service. Providing billing-related support and information to facilitate decision-making and resolve issues.
Training and Development: Providing training and development opportunities for billing staff to enhance skills, knowledge of billing processes, and customer service practices.
Strategic Planning: Contributing to strategic planning related to billing operations. Providing input on pricing strategies, revenue recognition policies, and billing process enhancements to support organizational goals.
Required Skills & Qualifications
General
High school diploma or GED equivalent (bachelor’s degree preferred).
Telecommunications or construction billing experience preferred.
Experience managing the billing of clients and collections activities.
Ability to work in a team-oriented, fast-paced environment.
Deadline driven, self-motivated, and technically savvy.
Excellent verbal and written interpersonal communication skills.
Superior time management skills.
Extremely organized with strong attention to detail.
Ability to be flexible, take direction with ease, including changes to schedule and workflow priorities.
Critical thinking skills: make assessments and provide solutions to problems.
High aptitude for learning new processes and systems.
Ability to maintain professional tact in a fast-paced work environment with internal personnel and clients.
Superior customer service. Dedication to providing customers “White Glove Service.”
Technical
Intermediate to advanced skills in MS Word, MS Excel, MS Outlook, Adobe Acrobat, PDF editing, and manipulation.
Experience with D365 and Sitetracker are a plus.
Ability to learn new systems and databases quickly.
All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor.
Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently.
This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
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Manager, Billing and Collections
Department:
Operations
Reports To:
Sr Director, Billing and Collections
Employment Status:
Salary / Exempt
Primary Location:
Ontario, CA
Note: Salary will be determined based on skills and experience in relation to the function of the role, as well as equity to any other employees in the same or similar role.
Overview The Billing and Collections Manager oversees the billing operations of Congruex, ensuring accurate and timely invoicing to customers or clients for goods or services rendered. This role is crucial in managing the financial health of the organization by ensuring that billing processes are efficient, compliant with policies and regulations, and contribute to positive cash flow.
Job Responsibilities
Supervision of Billing Team: Managing and leading a team of billing specialists or clerks. Assigning tasks, providing training and guidance, and evaluating performance to ensure team effectiveness.
Billing Process Management: Overseeing the end-to-end billing process from invoice generation to payment collection. Ensuring accuracy and timeliness in invoicing customers based on sales orders, contracts, or service agreements.
Invoice Preparation: Reviewing invoices prepared by the billing team for accuracy, completeness, and compliance with billing policies and customer contracts. Addressing discrepancies or issues before sending invoices to customers.
Billing System Administration: Managing billing software or systems used for invoice generation and customer billing. Implementing updates, performing system maintenance, and ensuring data integrity.
Customer Billing Issues: Resolving customer inquiries or disputes related to billing. Investigating billing discrepancies, issuing credit memos or adjustments when necessary, and maintaining positive customer relationships.
Collections and Accounts Receivable: Monitoring accounts receivable aging reports to track outstanding invoices and overdue payments. Working closely with the collections team to follow up on overdue accounts and ensure timely payment.
Financial Reporting: Generating billing-related reports, metrics, and KPIs for management review. Providing insights into billing performance, trends, and potential issues impacting cash flow.
Compliance and Documentation: Ensuring compliance with billing regulations, industry standards, and company policies. Maintaining accurate billing documentation, records, and audit trails.
Process Improvement: Identifying opportunities for process improvements in the billing cycle. Implementing efficiency initiatives to streamline processes, reduce billing errors, and enhance overall billing operations.
Cross-functional Collaboration: Collaborating with other departments such as sales, finance, and customer service. Providing billing-related support and information to facilitate decision-making and resolve issues.
Training and Development: Providing training and development opportunities for billing staff to enhance skills, knowledge of billing processes, and customer service practices.
Strategic Planning: Contributing to strategic planning related to billing operations. Providing input on pricing strategies, revenue recognition policies, and billing process enhancements to support organizational goals.
Required Skills & Qualifications
General
High school diploma or GED equivalent (bachelor’s degree preferred).
Telecommunications or construction billing experience preferred.
Experience managing the billing of clients and collections activities.
Ability to work in a team-oriented, fast-paced environment.
Deadline driven, self-motivated, and technically savvy.
Excellent verbal and written interpersonal communication skills.
Superior time management skills.
Extremely organized with strong attention to detail.
Ability to be flexible, take direction with ease, including changes to schedule and workflow priorities.
Critical thinking skills: make assessments and provide solutions to problems.
High aptitude for learning new processes and systems.
Ability to maintain professional tact in a fast-paced work environment with internal personnel and clients.
Superior customer service. Dedication to providing customers “White Glove Service.”
Technical
Intermediate to advanced skills in MS Word, MS Excel, MS Outlook, Adobe Acrobat, PDF editing, and manipulation.
Experience with D365 and Sitetracker are a plus.
Ability to learn new systems and databases quickly.
All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor.
Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently.
This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
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