Billing Specialist

Posted 5 Days Ago
Be an Early Applicant
Gaithersburg, MD
Hybrid
50K-70K Annually
Mid level
Cloud • Information Technology • Business Intelligence • Consulting
The Role
As a Billing Specialist at Planet Technologies, you will prepare project-based invoices, manage travel expense billing, apply credit memos, verify billing accuracy, resolve discrepancies, and generate customer statements. You will work closely with financial transactions and support collections efforts while ensuring compliance with financial policies.
Summary Generated by Built In

Planet Technologies, the Nation’s leading Microsoft services provider to the public sector, is looking for a highly motivated individual to join our growing team as a Billing Specialist. In this role, you will be supporting impactful projects that benefit our country.


This individual will provide accurate and timely billing to Planet's customers while following the company's financial policies and procedures. Applicants will use Excel and Dynamics SL accounting system to generate a large number of project-based invoices.

Responsibilities

  • Prepare T&M and fixed price services invoices based on timecards and customer purchase orders as well as direction from managers.
  • Prepare supporting documentation as required by the purchase order.
  • Send out invoices through various methods including email and invoicing portals.
  • Prepare and review travel expense billings and creates invoices based on customer requirements. Gather pertinent data including Joint or GSA per diem rates, travelers’ expense reports and company credit card transactions.
  • Prepare and apply credit memos.
  • Perform day to day financial transactions including verifying, classifying, computing, applying and recording accounts receivable data.
  • Verify billing accounts with accounts receivable ledger to ensure that all payments are accounted for and properly applied.
  • Maintain and update project folders containing contracts, purchase orders, invoices, billing methodology and A/R correspondence.
  • Verify discrepancies and resolve clients billing issues.
  • Generate customer statements and reports detailing accounts receivable status.
  • Support collections efforts as required.

Skills Required

  • Experience in Microsoft Dynamics SL
  • High degree of accuracy and attention to detail
  • Knowledge of the FAR’s related to billing the Federal Government
  • Advanced understanding of FP, FPTM and TM projects.
  • Proficiency in the IPP billing interface
  • Proficiency in the WAWF billing interface
  • Understand and decipher a government contract including the Federal standard form 30
  • Proficiency in the Joint and Federal Travel Regulations.
  • Proficiency in reading, understanding, and billing against Federal, state, local and commercial customer purchase orders
  • Solid understanding of basic accounting principles
  • Proficient in English
  • Proficiency in MS Excel
  • Ability to work harmoniously in a team environment.

Essentials

  • 3+ years of experience as billing specialist utilizing automated billing software.
  • 3+Years of experience as a billing specialist in a Federal government contractor.
  • College level course work in accounting
  • Hybrid Schedule: Must be able to be onsite 3 days per week in Gaithersburg, MD

We are looking for rock stars to join our collaborative team. Are you driven by satisfaction in a job well done? If so, you may be a match. If you feel you have the drive, knowledge, and skills to be successful in this role, we want to hear from you today!


Planet Technologies is the leading provider of Microsoft Consulting Services to public sector and commercial organizations. Planet has significant experience in deploying business intelligence, cloud services, unified communications, and systems management with an emphasis building, deploying, and managing custom solutions that transform the business operations of federal government agencies.


Planet Technologies does not discriminate in employment opportunities, terms and conditions of employment, or practices. All qualified applicants will receive consideration for employment without regard to race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, protected veteran status, or any characteristic protected by law. Federal Agency Clearance Requirements may require up to a 10-year background investigation - US Citizenship (clearable) is required.


Salaries for Billing Specialists at Planet Technologies range from $50,000 and $70,000. Several factors will impact final pay offered to a successful candidate including but not limited to the type and years of experience within the job, clearance level, the type of years and experience within the industry, education, training, etc.


Visit www.go-planet.com to learn more. Details about our benefits can be found here Planet Technologies Benefits Guide 2024-2025

Top Skills

Excel
Microsoft Dynamics Sl
The Company
HQ: Germantown, MD
286 Employees
On-site Workplace
Year Founded: 1997

What We Do

Planet Technologies was built around investing in and developing long term relationships with our customers and corporate partners. We work hard to keep our staff trained on the latest technologies, policy and operational issues impacting today’s federal and corporate environments. Being an expert on the technology we support is the first step, more importantly is understanding your business mission and integrating technology into a long term strategic plan.

Planet Technologies is the leading provider of Microsoft consulting services to public sector and commercial organizations. Our team of Microsoft experts provides support for Office 365, CRM, SharePoint, System Center, SQL, and Windows 7-10. Planet has significant experience in deploying business intelligence, cloud services, unified communications, records management, workflow automation, collaboration, systems management, virtualization and more.

A Global Leader in Microsoft Technologies:

Few companies can compare to Planet Technologies when it comes to an established relationship with Microsoft. As a company with a 100% focus on the Microsoft platform, we know Microsoft technologies and we are a trusted partner.

As a team of experienced and certified Microsoft consultants and Microsoft trainers, we are the best partner to help your staff get up to speed quickly and cost effectively in order to make your business more productive with your Enterprise Agreement investment.

Advanced certifications
• Microsoft Partner with five gold and ten silver competencies
• CPLS Microsoft certified training

Highly skilled staff
• Microsoft Certified Solutions Masters (MCSM)
• Microsoft Most Valuable Professionals (MVP)
• Microsoft Certified Trainers (MCT)
• Microsoft CRM Rangers
• 150+ Microsoft Consultants

We are a full-service, independent training company providing a range of IT and developer training services based on Microsoft technologies to individuals and organizations.

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