Billing & Accounts Receivable Specialist

Sergenian's Floor Coverings - Madison, WI

Full-time - Mid Level

Madison, WI

Furniture, Home Furnishings, Electronics, and Appliance Retailers

About the position

We are seeking a highly organized and analytical individual with prior experience in the construction industry to join our team as a Billing & Accounts Receivable Specialist. This full-time role involves handling billing and accounts receivable tasks for both the Commercial Division and Residential/Home Builder divisions. The ideal candidate will have experience with construction job billing, including progress billing, and be proficient in Excel and mathematics. Strong communication skills, both written and oral, are essential for success in this role. In this position, you will be responsible for accurately applying installation labor to residential, home builder, and commercial jobs in the ERP system. You will close and invoice residential and home builder jobs in the ERP system, ensuring accuracy and timeliness. Additionally, you will submit invoices to residential and home builder customers and follow up with sales staff open-order reports, closing jobs and sending invoices as required. You will also prepare and submit draw requests to home builders and manage the progress billing process. Your role will also include processing commercial division billings in the ERP system, monitoring project profitability, and working with the sales person when it deviates from the bid. You will close commercial division jobs in the ERP system after the job has been completed. In terms of accounts receivable, you will monitor residential & home builder accounts receivable aging, proactively collecting past-due amounts, and communicate effectively with salespeople and customers. Engaging with residential & home builder customers to resolve past due balances will be a key part of your responsibilities. You will post customer payments into the ERP system, process credit card payments, and provide online payment options to customers. Additionally, you will assist in preparing small claims and notice to cure default letters. Reporting and documentation will also be part of your duties, including preparing summary sheets for post-closing reviews of commercial jobs and distributing them to the relevant team members. You will maintain and organize documentation both electronically and on paper for easy access and retrieval. Other duties may include serving as a backup for answering and directing telephone calls and assisting the supervisor with special projects, including support for general contractor payment applications.

Responsibilities

• Accurately apply installation labor to residential, home builder, and commercial jobs in the ERP system.
• Close and invoice residential and home builder jobs in the ERP system, ensuring accuracy and timeliness.
• Submit invoices to residential and home builder customers and follow up with sales staff open-order reports, closing jobs and sending invoices as required.
• Prepare and submit draw requests to home builders and manage the progress billing process.
• Process commercial division billings in the ERP system, monitoring project profitability and working with the sales person when it deviates from the bid.
• Close commercial division jobs in the ERP system after the job has been completed.
• Monitor residential & home builder accounts receivable aging, proactively collecting past-due amounts, and communicate effectively with salespeople and customers.
• Engage with residential & home builder customers to resolve past due balances.
• Post customer payments into the ERP system, process credit card payments, and provide online payment options to customers.
• Assist in preparing small claims and notice to cure default letters.
• Prepare summary sheets for post-closing reviews of commercial jobs and distribute them to the relevant team members.
• Prepare and distribute commercial division work-in-process report.
• Maintain and organize documentation both electronically and on paper for easy access and retrieval.
• Serve as a backup for answering and directing telephone calls.
• Assist the supervisor with special projects, including support for general contractor payment applications.
• Perform other duties as assigned on a temporary or periodic basis.

Requirements

• High School Diploma required, an associate's degree in accounting or a related field preferred.
• 5-10 years of bookkeeping, accounting, or related experience with a focus in the construction industry.
• Prior experience in construction job billing, including progress billings.
• Strong proficiency in Excel and mathematics is essential for this role.
• Excellent written and oral communication skills, with the ability to clearly convey information and build relationships.
• Highly organized with the ability to manage multiple tasks, prioritize effectively, and maintain attention to detail.
• Committed to delivering actions that best serve customers and benefit the business, with a strong focus on exceeding expectations.
• Continuously seek improvement opportunities and works diligently to help the business achieve peak performance.
• Works well with others, contributing positively to team success.
• Demonstrates integrity, upholds company values, and maintains respect in all interactions.

Benefits

• Medical, dental, and vision insurance.
• Employer Paid - Short-term and long-term disability insurance.
• Employer Paid Life insurance.
• 401K program.
• Flexible benefits plan.
• Paid vacation and sick leave.
• Employee discounts on products and services.