Billing and Invoicing Clerk

Sga Design Group - Tulsa, OK

Full-time

Tulsa, OK

Professional, Scientific, and Technical Services

About the position

The position involves maintaining project financial management processes within the accounting system, coordinating with Program Management on all financial aspects of assigned projects, and preparing monthly invoices for multiple clients. The role supports various accounting functions and ensures accurate project setup, billing, collections, and financial analysis.

Responsibilities

• Review and confirm accuracy of new project setup in accounting system as it relates to project contracts.
• Maintain accurate records in the project database.
• Keep complete contract files for each project.
• Support Program Management in opening, maintaining, and closing projects in the accounting system.
• Communicate with staff regarding contracts, change orders, and modifications pertinent to invoicing.
• Foster communication between the accounting department and project teams.
• Assist project teams with inquiries.
• Ensure correct billing rate table is applied to projects as per contract.
• Keep project budgets and terms up to date and accurate.
• Monitor Unbilled WIP to identify issues with expenses.
• Assist with quarterly unbilled analysis.
• Process sub consultant invoices and resolve invoice issues.
• Coordinate with Accounts Payable for billable AP vouchers and reimbursable expenses.
• Verify charges are accurate before generating client invoices.
• Prepare monthly billing report packages for review and approval.
• Generate invoices according to contract terms and billing report markups.
• Deliver final invoices to clients via mail, email, or electronic systems.
• Research and resolve billing issues and assist clients with invoice questions.
• Monitor aged A/R and pursue collections, maintaining weekly collection notes.
• Generate and distribute monthly client statements.
• Follow Client Collections process for escalation of unpaid items.
• Help resolve cash receipts application issues related to client A/R.
• Provide reporting assistance to project management regarding financial details.

Requirements

• 4+ years of related experience.
• Degree in Accounting or Business-related field.
• Prior experience with Deltek Vision/Vantagepoint or other ERP software preferred.
• Understanding of project accounting.
• Ability to work on multiple assignments with varying deadlines and priorities.
• Detail-oriented and process-driven.
• Proficient with Microsoft Excel.
• Ability to communicate professionally and effectively with internal staff, external clients, and sub-consultant contacts.

Benefits

• Competitive compensation package
• Benefits package