CD&H, Inc. ยท 3 weeks ago
Accounts Receivable and Invoicing Specialist
CD&H, Inc. is seeking a highly organized and experienced Accounts Receivable Specialist to join their team. This role is crucial for managing customer invoicing, maintaining accurate records, and ensuring financial health of projects while coordinating between the field and office.
Construction
Responsibilities
Process, verify, and post incoming customer payments accurately and efficiently
Generate and send invoices in a timely manner based on project billing terms
Reconcile the accounts receivable ledger and resolve any discrepancies
Communicate with customers regarding overdue invoices and payment status
Prepare monthly accounts receivable reports, including aging summaries
Verify project taxability and sales tax application for accurate job setup and billing
Coordinate with jobsite supervisors and project managers to gather necessary billing information and resolve project-related account issues
Set up all new jobs in the Vista by Viewpoint ERP system with correct tax codes, contract terms, and billing details
Produce regular job cost reports and assist project managers in tracking budgeted versus actual costs
Coordinate and support the entry of jobsite data into the TRACK system for customers requiring this integration
Qualification
Required
5+ years in accounts receivable, bookkeeping, or related accounting roles within a project-based environment
High school diploma required
Advanced Microsoft Excel REQUIRED (pivot tables, formulas, VLOOKUP, etc.)
Understanding of GAAP principles and job cost accounting
Strong written and verbal skills to coordinate effectively with field personnel, internal teams, and customers
Exceptional accuracy and organizational skills with a proactive, problem-solving mindset
Preferred
Associate's or Bachelor's degree in Accounting, Finance, or a related field
Experience with Vista by Viewpoint ERP system
Familiarity with TRACK jobsite reporting software
Benefits
100% company-paid health and dental insurance for employees.
Optional dependent and family coverage available.
401(k) plan with employer match.
Paid vacation, sick leave, and holidays.
Company
CD&H, Inc.
CD&H IS A FAMILY OWNED AND OPERATED INDUSTRIAL MAINTENANCE COMPANY THAT BEGAN OPERATION IN 2000.
Funding
Current Stage
Growth StageCompany data provided by crunchbase