Invoicing Specialist- Remote opportunity- Xactimate experience jobs in United States
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Legacy Restoration · 1 day ago

Invoicing Specialist- Remote opportunity- Xactimate experience

Legacy Restoration is the leader in residential home exterior renovation, offering a complete line of roofing, siding, windows, gutters and installation services. The Invoicing Specialist is responsible for generating accurate and timely invoices for services rendered and ensuring compliance with contractual requirements, which is crucial for maintaining the company's financial integrity.

Building MaintenanceConstructionReal Estate
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Growth Opportunities

Responsibilities

Generate and issue invoices based on services rendered and contractual agreements
Review orders and work reports to ensure that invoicing is carried out accurately and to the terms specified
Collaborate with sales, production, estimation and account executive teams to confirm service delivery and project completion prior to invoicing
Review scopes of work/estimates, contracts, and completed work documentation to confirm invoice accuracy prior to invoicing
Identify missing information or invoicing concerns and escalate to the appropriate departments when needed
Perform invoice reconciliations to ensure all payments are accounted for
Resolve billing discrepancies and coordinate with the appropriate departments
Maintain a comprehensive record of all invoices
Assist in preparing reports related to invoicing activities
Ensure compliance with company policies, as well as state and federal regulations regarding financial transactions
Keep informed of updates in financial regulations and practices that may affect the invoicing process
Identify opportunities for process improvement in the invoicing cycle to increase efficiency and accuracy
Recommend enhancements in the use of software, billing tools, and other technologies

Qualification

XactimateAccounting softwareMicrosoft ExcelCRM systemsAnalytical skillsBasic accounting principlesAttention to detailTime management

Required

Associate's degree in Accounting, Finance, Business Administration, or related field
Minimum of 2 years of experience in an invoicing, billing, or accounts receivable role
Proficiency with accounting software and spreadsheet programs, especially Microsoft Excel
Proficiency with CRM systems, especially Acculynx
Strong analytical skills and attention to detail
Ability to manage multiple priorities and meet deadlines
Understanding of basic accounting principles and financial practices
Ability to understand restoration estimate line items and confirm work completed aligns with the approved scope and documented authorization

Preferred

Bachelor's degree
Experience reviewing restoration line items on scope of loss; Xactimate or similar estimating formats
Previous experience in restoration, construction invoicing, insurance claims support (administrative), or estimation

Benefits

Career advancement
Growth and leadership development opportunities
Actively giving back and participating in volunteer activities

Company

Legacy Restoration

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Legacy Restoration is a roofing contractor that offers replacement windows, gutters, and storm restoration services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2021-08-09Acquired

Leadership Team

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Greg Brinkmeyer
Chief Financial Officer
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Scott Russell
Chief Marketing Officer
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Company data provided by crunchbase