The primary function of this role is to assist the HVAC/service department and financial billings. The Company goal is to continuously grow the revenues of the mechanical and electrical construction and facilities while maintaining profits, satisfying customers’ requirements, and staying compliant with required guidelines. Additional duties include clerical and project-based work as well as administrative support.
This job requires attention to detail with a focus towards data entry, accuracy, and communication.
Essential Duties / Responsibilities:
Include the following. Other duties may be assigned.
Prepare various contract documents and complete project closeout documentation. Compile job cost reports. Gathers required records to compile all information needed for billing. Update customer system inventory in the CRM program for completed billings. Prepares invoices, listing items sold, work completed, amounts due, credit terms, and dates of completion. Ensures that all billing and accounting deadlines are met and communicates exceptions as necessary. Produce various billing reports, summarizing and analyzing them as necessary. Assists with the creation of billing summaries for customers without website billing. Prepares credit memorandums to indicate returned or incorrectly billed products or services. Posts transactions to accounting records. Works with account representatives as needed to prepare and correct invoices. Follow up on open receivables and maintain aging report for A/R updates. Process and scan billings for approved invoices. Submit vendor invoices to A/P for payment. Review vendor statements and investigate older items. Participate in month-end closing processes. Ensure warranty items are processed efficiently. Responsible for all written correspondence to customers or vendors pertinent to job Assist the safety manager and ensure field personnel have proper safety equipment and parts. Backup to Service Coordinator to assist with dispatching as necessary. Answer incoming phones as necessary.Qualifications:
High School Diploma or GED is required. 3+ years’ experience in an administrative/billing role is required. Prior experience in construction or service contractor field is a plus. Proficient in Microsoft Office Suite – Word, Excel, Outlook and PowerPoint.REQUIRED ATTRIBUTES
The requirements listed below are representative of characteristics and demonstrated capabilities to perform this job successfully.
Must demonstrate integrity and professionalism. Must follow-up on tasks and assignments in a timely manner. Must possess excellent written and verbal communications skills. Must prioritize in a fast paced multi-task environment. Must have demonstrated ability to perform basic business mathematical functions. Must think strategically, make sound decisions, and produce accurate and timely results. Must build positive working relationships with multiple levels of employees and management. Must work with minimal supervision. Must demonstrate ability to work effectively in a team environment. Must comply with all operating policies, procedures, executed Plans, and Programs. Must demonstrate commitment to company values. Must possess excellent organizational skills.
As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled
Compensation Range: 70k-80k
Benefits: We are committed to providing employees a comprehensive benefits package which includes medical, dental, and vision coverage, along with health savings and flexible spending accounts, life insurance, disability, a 401(k) Savings Plan, College Coach and employee assistance program.
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