Charge Agency Ltd - Sacramento, CA
posted about 2 months ago
Charge is experiencing rapid growth, making this an exciting time to join our team. As a leading provider of design, procurement, and construction services for the underground utility industry, we pride ourselves on our collaborative company culture and our commitment to solving our customers' most challenging problems. The Accounts Receivable (AR) Specialist plays a crucial role within our accounting team, ensuring the accurate and timely management of accounts receivable functions. This position involves close collaboration with division project managers to oversee the end-to-end invoicing process, which includes meticulously reviewing and validating billable costs before submission to customers. In this role, you will work closely with all division project managers to ensure regular and timely invoicing of all billable costs, reviewing for completeness and accuracy before sending to our customers. You will create invoices in our ERP system, ensuring that all contractual requirements are met to facilitate timely payments. Additionally, you will be responsible for collection efforts, tracking and following up on all invoices sent to ensure timely payment. Compiling invoices with all required backup documentation and delivering them to customers as required will also be part of your responsibilities. Monitoring all customer billings and invoices will require a strong working knowledge of the customers' project management platforms. You will assist project managers with project invoice tracking and reconciling, maintain a weekly AR Aging report with detailed notes on invoice status, and create and maintain an accurate weekly log of invoicing and AR totals for each division you are responsible for. Furthermore, you will prepare for and support the Senior AR Specialist during AR/Billing meetings, identifying and summarizing issues, which includes running job cost reports and gathering information from Unifier and Vista Viewpoint to discuss with project managers. Recording communication from meetings and distributing reports to project managers and division managers will also be part of your duties. You will support the AR Manager with any reporting tasks as needed and assist AR staff in the absence of coworkers, along with other ad-hoc duties in support of the accounting department.