ABOUT THIS CAREER OPPORTUNITY

Black & McDonald’s Alberta Region team is growing! If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.

The primary responsibility of the Billing Clerk is to assist the Edmonton Service Division in performing the processes and procedures associated with customer billing, ensuring that customers are billed accurately and in a timely manner. In this role, you will report to the Edmonton Service Administration Manager and will be expected to complete customer collections efficiently, as well as perform various accounting and administrative duties that contribute to the overall success of the organization.

Duties & Responsibilities will include but not limited to:

Service Billing:

Ensures service reports are received and matched with invoicesReceives AP invoices and matches to all work orders (demand and contract)Reviews and clears outstanding PO’s not received directly with vendorsWorks with Operations Supervisor to review work orders that are billable extras on Service ContractsFollows up on work orders (under management review) and advises Controller of items older than two weeksProcesses inter-company and inter-divisional invoices as requiredPrints work order inquiry reports for all invoiced jobs for margin reviewProvides customers with copies of invoices and backup as requiredAssembles invoices for distribution to customers (regular mail or electronic)Issues approved customer credits in a timely manner where applicableReviews service reports for truck stock relief entries, including equipment recoveryCommunicates daily with Service Administrator, Service Coordinator, Operations Supervisor, Controller, Project Managers and Division Managers on billing requirements and approvalsInvestigates and resolves customer inquiries and responds in a timely and professional mannerResolves issues on work order exceptions report as requiredEnsures JDE billing work file is reconciled regularly and kept current on a monthly basisMaintains an organized system of filing for both hardcopy and electronic recordsContacts customers to obtain purchase order numbers and manually adds to invoices; records PO’s in JDE system

Accounts Receivables & Collections:

Initiates collection efforts for all invoices (contract & demand) by communicating with customers via phone, email or regular mailWorks with the Service Coordinator on outstanding contract accountsMaintains detailed customer/collections activity notes for follow-up purposesInvestigates and resolves customer inquiries with confidentiality and in a timely mannerOngoing monitoring of customer accounts and verification of outstanding receivables

Other Duties:

Provides backup to Service Administrator and Service Coordinator, as requiredMonitoring of the Alberta region AP email inboxWorks with Shared Services to clear RNV (Received-not-vouchered) reportWeekly review of job status on WIP (Work in Progress Report)Prepares and submit salary recovery for demand work ordersPrepares and submits journal entry transfers as requiredOther administrative duties that may be assigned

COMPETENCY REQUIREMENTS:

Communicates Effectively (verbally and in writing)Continuous Learning (ongoing effort to learn and contribute to the learnings of others)Customer Focus (understands the needs and perspectives of both internal and external customers)Holds Self and Others Accountable (takes personal responsibility to meet commitments)Problem Solving and Innovation (ability to approach problems logically and seek innovative solutions)Teamwork and Collaboration (works cooperatively and collaboratively with others)Values and Respects Others (encourages and supports diversity)

EDUCATION REQUIREMENTS

Post-secondary education in Accounting, Business or related field

WORK EXPERIENCE REQUIREMENTS

At least 2 years’ experience in service billing, preferably within the HVAC industryHands-on experience in JDEdwards software or similar software

SKILLS, ABILITIES, AND OTHER REQUIREMENTS

Well versed in various accounting conceptsHigh attention to detail, well-organized and with excellent time management skillsAccurate typing skills and ability to use the computer efficientlyAdept in MS Office programs such as Word, Excel and OutlookAbility to multi-task and work in a fast-paced environmentProfessional in all dealings with internal and external customers, which include technical field staff and clientsGeographical knowledge of service area or map reading skills

Black & McDonald welcomes and encourages applications from persons with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process.

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