The Role
Processes customer payments, creates and submits invoices and AIA billings, maintains customer records, supports collections, investigates account discrepancies, prepares billing statements, and assists with audits. The role also handles correspondence, filing, financial record maintenance, phone coverage, and general accounts receivable support while ensuring accurate and timely billing operations.
Summary Generated by Built In
Job Summary — The Billing Analyst will assist in ensuring that the company receives payment for goods and services offered to clients.
The Billing Analyst is responsible and accountable for:
The Billing Analyst is responsible and accountable for:
- Preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable.
- Creating invoices according to company practices; submitting invoices/AIA billings and lien waivers to customers by monthly cut-off.
- Maintaining and updating customer records, including name or address changes, mergers, or mailing attentions.
- Drafting correspondence for standard past-due accounts and collections, identifying delinquent accounts by reviewing files, and contacting delinquent accountholders to request payment.
- Researching customer discrepancies and past-due amounts and works with other staff to resolve issues.
- Assisting in generating monthly billing statements and mailing or emailing to customers.
- Assisting Accounting Manager with Financial and Bank audits by providing requested information to auditors.
- Copying, filing, and retrieving materials for accounts receivable as needed.
- Maintaining onsite financial records from legacy platform in log book.
- Performing other related duties as assigned.
- Cash application/collections
- Invoice creation and submission of invoices and/or AIA billings
- Using office equipment to complete tasks
- Timely and professional correspondence through email and on the phone
- Assisting with answering phones as needed
- High School Education or equivalent
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite or related software as well as other accounting software programs.
- Ability to operate related office equipment, such as computers, 10-key calculator, and copier.
- Ability to work independently and in a fast-paced environment.
- Ability to anticipate work needs and interact professionally with customers.
- Excellent organizational skills and attention to detail.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to move up to 15 pounds at times.
Skills Required
- High school education or equivalent
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite or related software and accounting software
- Ability to operate computers, a 10-key calculator, copier, and related office equipment
- Ability to work independently in a fast-paced environment
- Ability to anticipate work needs and interact professionally with customers
- Excellent organizational skills and attention to detail
- Ability to sit for prolonged periods and work at a computer
- Ability to move up to 15 pounds
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The Company
What We Do
APTURA GROUP is a 100% employee-owned holding company that provides holistic solutions to the construction process, focusing on collaboration, innovation, and offering outstanding value to customers and manufacturers in the door and hardware industry.
