E & I - Billing Coordinator
5 months ago
Proudly Employee Owned - Join Our Team
Why Surepoint?
As an industry leader we are committed to excellence and acting with our people in mind. In addition, we are committed to fostering an inclusive and diverse workforce. Surepoint thrives on creating a positive work culture that offers YOU so much more than just a place to work - Let’s get started
**Our Purpose**: Empower People and Improve Lives
**Core Values**: We Care, Honor Integrity, Committed to the Team, Live Safe, Have fun
The BENEFITS of joining the Team
- We Care Culture - People like YOU are our biggest asset
- ESOP (Employee Share Ownership Plan) - Become an OWNER in the company
- Outstanding Safety Program
- Comprehensive Benefit Program - Health, Dental, Vision, Disability, Life Insurance, HCSA, EFAP
- RRSP Contribution Program
- Growth & Development Opportunities
- Our commitment to helping YOUR community
Reconciliation at Surepoint
At Surepoint, we are committed to strengthening our relationship with Indigenous Peoples. We value an inclusive work environment and have a collaborative approach to working with Indigenous Peoples and businesses to build mutual prosperity.
If you are passionate about what we have to offer, then we look forward to meeting you
Sincerely,
Your Future Employer
We Care | We Empower People | We Improve Lives
**Position Summary**: The primary function of the Billing Coordinator is to ensure efficient, timely and accurate invoicing of service calls/jobs for their division. The Billing Coordinator is responsible for preparing invoices, obtaining the necessary signatures/signoffs from clients, ensuring appropriate bill rates/material mark-ups are applied, completing management reports, and other administrative duties as required, while adhering to the policies and procedures of both Surepoint Group and the client.
**Essential Duties & Responsibilities**:
- Facilitate the customer invoicing process, including:
- Proactively manage the Unbilled Revenue listing for your assigned locations, working with managers to prioritize billing and keep unbilled revenue current (UBR < 30 days old).
- Compiling the required invoice backup documentation, ensuring bill rates and material mark-ups are correctly calculated for each client.
- Working with Parts Department to ensure materials are recorded and billed properly.
- Gathering required approvals from Internal/External stakeholders.
- Following-up on outstanding Accounts Receivable Items.
- Creation of Service Calls/Jobs in Great Plains, taking great care to ensure proper bill rates and material markups are assigned at the time of service call creation.
- Complete project level reporting, as applicable.
- Follow established procedures for processing files, i.e. filing, job costing, archiving, etc.
- General Administrative tasks such as filing, copying, scanning, document development, etc.
- Develop and build internal partner relationships with all the Surepoint group team members.
- Collaborate with the Finance team to maintain collection goals and generate billing performance levels.
**Required Skills, Experience or Competencies**:
- 3+ years of relevant experience in billing/accounts receivable with high volumes of data processing.
- Experience with Microsoft Dynamics Great Plains is considered an asset.
- Experience with ADP, Open Invoice, Cortex or Portal Invoicing is considered an asset.
- Strong attention to detail and the ability to follow standard procedures.
- Proven organizational skills and the ability to prioritize.
- Proven proficiency with the Microsoft Office Suite (Excel, Outlook, Word).
- Strong work ethic and a positive and team-based attitude with ability to adapt to change.
- Collaborates and thrives in a team environment
- Safety minded
- Resilient & loves a challenge
- Acts with integrity
- Positive & self-motivated
- Growth-mindset
Reconciliation at Surepoint
At Surepoint, we are committed to strengthening our relationship with Indigenous Peoples. We value an inclusive work environment and have a collaborative approach to working with Indigenous Peoples and businesses to build mutual prosperity.
If you are passionate about what we have to offer, then we look forward to meeting you
Sincerely,
Your Future Employer
We Care | We Empower People | We Improve Lives