About Us:
Job Description:
Collects on progress billing/milestone invoicing and related project invoices for new equipment (machinery) sales. Supports progress billing, customer portal and cash application specialists in addition to division & corporate finance, project managers, sales and professional service organizations.
Principal Duties and Responsibilities (Essential Functions):
Collect on and monitor progress billing invoices for customer engagements within the scope of new machinery sales including professional service, freight and upgrades.
Participate in weekly customer project status meetings and maintain ongoing communication with internal project teams to stay apprised of milestone status or achievement and payments.
Maintain collection records within an ERP system including up to date comments and collection status codes; proactively communicate with customer and company project contacts and maintain records for all customer communications- emails, phone calls and meetings.
Collect on non-project invoices as assigned
Support billing invoice requests for project life cycles, ensuring invoices are created timely and accurately in alignment with project status and in accordance with project timelines, change orders and ship dates.
Provide feedback and support to AR leadership in reporting for slippage, week-over-week adjustments, and high-volume fluctuation.
Facilitate communications necessary for resolution on failed/rejected invoices and guide the credit and rebill process to final resolution.
Field customer inquiries and provide customers with requested documentation when requested and deemed appropriate.
Meet or exceed metrics set forth by the Billing Supervisor.
Identify areas for process improvement and offer solutions.
Work with the billing team in transitioning to a new ERP system.
Support our internal and divisional partners in a professional manner.
Ability to work across multiple divisions with a variety of billing/invoicing tasks.
Job Specifications:
Performs well in an individual and team environment.
Effective communication skills (verbal and written).
Strong organization and time management skills.
Detail oriented and analytical.
Professional and courteous.
Comfortable working in a fast-paced environment.
Ability to summarize and concisely report the status of work and known issues.
Ability to work effectively in multiple systems simultaneously
Bilingual with English and Spanish preferred.
Required Education and Experience:
Experience and knowledge of the full order-to-cash lifecycle.
1-5 years’ experience with progressive payment contractual agreements (progress billing).
Proficient in Microsoft Office Suite. Strong Excel skills are required.
Microsoft D365 experience is a plus
Supervisory/Responsibility:
None
Work Environment:
This is an office position.
Travel:
Limited travel is expected for this position, less than 10%.
Physical Demands:
The physical demands described here are representative of the those performed in the job duties. The employee sits at a desk and uses a computer for prolonged periods of time. Performing the role frequently uses close vision, speech, hearing, and dexterity to operate office equipment. The employee must occasionally lift and/or move up to 15 pounds.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It’s not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this job. This job description is subject to change at any time.
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At Barry-Wehmiller we recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. We know that our differences often can bring about innovation, excellence and meaningful work—therefore, people from all backgrounds are encouraged to apply to our positions. Please let us know if you require reasonable accommodations during the interview process.
Barry-Wehmiller is an equal opportunity employer. M/F/D/V This organization uses E-Verify.
Company:
BW Corporate US