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Set up and maintain new projects within the financial system, ensuring client contracts, approved budgets, billing terms, rate tables, and insurance certificates are accurately entered and tracked
Generate and distribute timely monthly invoices to clients, attaching all required backup documentation (e.g., Lien Waivers, supporting forms)
Upload invoices and supporting documents to client payment portals
Respond to client inquiries regarding payment processes and provide necessary documentation, such as W9 forms
Proactively monitor accounts receivable aging, following up on outstanding balances to ensure timely payments
Provide accounts receivable reports and statements to Project Managers and clients as needed
Partner with the collections team to keep client comments and AR statuses up to date
Apply cash receipts and investigate unidentified payments, working with the accounting team to resolve variances
Review contractor invoices for accuracy and inclusion with client billing
Ensure contractors are paid promptly based on contract terms by following up with internal and external stakeholders
Support timely timesheet submissions by coordinating with employees and managers
Prepare ad hoc reports, project summaries, and AR statements to assist Project Managers with project oversight
Requirements:
Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred
Minimum three years’ experience in billing, accounts receivable, or related accounting roles
Prior experience in a professional services and/or multi-entity environment
knowledge of the architecture/engineering/construction sector is beneficial
Strong proficiency in Microsoft Excel is required
experience with Deltek is a plus
Solid understanding of standard contract billing terms — hourly, lump sum, and “not-to-exceed” arrangements
Exceptional attention to detail, accuracy, and organizational skills
Capable of working independently, taking initiative, and managing multiple priorities effectively
Strong written and verbal communication skills with a client service orientation
Demonstrated problem-solving ability to investigate and resolve billing or payment issues
Must have - 3+ years of professional services billing experience (Construction, Engineering or Architecture)
Nice to have:
experience with Deltek is a plus
knowledge of the architecture/engineering/construction sector is beneficial
What we offer:
medical, vision, dental, and life and disability insurance