Billing Clerk – (Temporary 12 Month Maternity Leave Coverage) in Edmonton, Alberta

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 invoices

• Receives AP invoices and matches to all work orders (demand and contract)

• Reviews and clears outstanding PO’s not received directly with vendors

• Works with Operations Supervisor to review work orders that are billable extras on Service Contracts

• Follows up on work orders (under management review) and advises Controller of items older than two weeks

• Processes inter-company and inter-divisional invoices as required

• Prints work order inquiry reports for all invoiced jobs for margin review

• Provides customers with copies of invoices and backup as required

• Assembles invoices for distribution to customers (regular mail or electronic)

• Issues approved customer credits in a timely manner where applicable

• Reviews service reports for truck stock relief entries, including equipment recovery

• Communicates daily with Service Administrator, Service Coordinator, Operations Supervisor, Controller, Project Managers and Division Managers on billing requirements and approvals

• Investigates and resolves customer inquiries and responds in a timely and professional manner

• Resolves issues on work order exceptions report as required

• Ensures JDE billing work file is reconciled regularly and kept current on a monthly basis

• Maintains an organized system of filing for both hardcopy and electronic records

• Contacts 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 mail

• Works with the Service Coordinator on outstanding contract accounts

• Maintains detailed customer/collections activity notes for follow-up purposes

• Investigates and resolves customer inquiries with confidentiality and in a timely manner

• Ongoing monitoring of customer accounts and verification of outstanding receivables

Other Duties:

• Provides backup to Service Administrator and Service Coordinator, as required

• Monitoring of the Alberta region AP email inbox

• Works with Shared Services to clear RNV (Received-not-vouchered) report

• Weekly review of job status on WIP (Work in Progress Report)

• Prepares and submit salary recovery for demand work orders

• Prepares and submits journal entry transfers as required

• Other 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 industry

• Hands-on experience in JDEdwards software or similar software

SKILLS, ABILITIES, AND OTHER REQUIREMENTS

• Well versed in various accounting concepts

• High attention to detail, well-organized and with excellent time management skills

• Accurate typing skills and ability to use the computer efficiently

• Adept in MS Office programs such as Word, Excel and Outlook

• Ability to multi-task and work in a fast-paced environment

• Professional in all dealings with internal and external customers, which include technical field staff and clients

• Geographical 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.