Billing Specialist - HVAC

Overview

Ensures accurate HVAC billing by coordinating with field and finance teams.

Key Responsibilities

• billing workflow
• invoice processing
• data verification
• record management
• compliance
• process improvement

Tasks

-Track and Manage Billing Workflow: Maintain visibility over open, pending, and completed jobs to ensure prompt and accurate billing throughout the project lifecycle. -Process and Issue Invoices: Prepare and submit accurate and timely invoices for HVAC service work, equipment verification, unit startups, and large-scale project activities. -Support Financial Reporting: Assist in preparing billing summaries, aging reports, and revenue forecasts to support project and service performance reviews. -Maintain Accurate Records: Ensure all billing-related documentation—including signed work tickets, startup reports, and change order approvals—is organized and stored in accordance with company standards. -Resolve Discrepancies: Research and reconcile billing issues, credit requests, or customer inquiries by collaborating with field teams, coordinators, and accounting. -Coordinate with Service and Project Teams: Work closely with the HVAC Project Coordinator and project management teams to confirm completed work, ticket status, and required documentation prior to billing. -Verify Billing Data: Review work orders, time entries, purchase orders, and material costs to ensure all billable items are captured and correctly coded. -Ensure Compliance: Adhere to company billing policies, contract terms, and customer billing requirements to minimize disputes and delays. -Customer Communication: When needed, communicate directly with clients to confirm billing details, provide supporting documentation, or resolve open balances. -Collaborate for Process Improvement: Partner with the HVAC Project Coordinator and management to streamline workflows, improve data accuracy, and enhance billing efficiency.

Requirements

• 2+ years
• excel
• accounting software
• bachelor's
• accounts payable
• detail oriented

What You Bring

-2+ years billing, accounts payable, or related finance role -Proficient in Microsoft Office Suite, particularly Excel and Word. -Knowledge of applicable tax laws and regulations related to accounts payable is a plus -Strong written and verbal communication skills. -Proficiency in accounting software and billing systems (Having Viewpoint Spectrum and/or FEXA experience is a plus) -Bachelor's degree in accounting, finance, or a related field preferred (or equivalent work experience) -Strong knowledge of accounts payable principles, processes, and best practices -Exceptional organizational and time management skills. -Ability to work independently and collaborate effectively with cross-functional teams

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About Crete United

-Founded with a vision to provide world-class engineering, procurement, and construction services. -Recognized for its expertise in large-scale projects across multiple sectors, including energy and infrastructure. -Delivers complex projects from conception to completion, ensuring timely and cost-effective execution. -Has built a strong reputation for innovation, safety, and reliability, consistently exceeding client expectations. -Key projects include major infrastructure, industrial plants, and energy facilities across the globe. -Comprehensive services include detailed engineering, project management, procurement, and on-site construction. -Specializes in renewable energy solutions, contributing to global sustainability efforts through green energy projects. -Known for tackling challenging, large-scale projects that require advanced technical and operational knowledge.

Sector Specialisms