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Job Information

CAI Project Billing Specialist in Helena, Montana

Job ID Number

R4067

Employment Type

Full time

Worksite Flexibility

Remote

Job Summary

We are looking for a motivated Project Billing Specialist ready to take us to the next level! If you have strong invoicing, billing and contract review experience and are looking for your next career move, apply now.

Job Description

We are looking for a Project Billing Specialist to provide accounting support to workers, administrators, and managers throughout various areas of the company. This individual will interact with Executive Management, Service Delivery, and Account Managers on a regular basis and will manage day-to-day financial activity for assigned customer accounts defined by Corporate Finance processes and procedures. This position will be full-time and remote.

"This position does not offer sponsorship for work authorization."

What You’ll Do

  • Contract Review & Compliance: Thoroughly review project contracts to ensure compliance with company policies and financial regulations.

  • Project Setup within Corporate Financial System: Utilize knowledge of various project types such as Time & Materials, Subscription, and Milestone/Deliverable. Manage project resourcing, and set up contracts and billing/revenue schedules.

  • Manage and Monitor Time Entry: Oversee the time entry of workers to ensure accuracy and timeliness.

  • Customer Invoicing: Generate, review, approve, and distribute customer invoices promptly and accurately.

  • Accounts Payable: Process accounts payable invoices and resolve any discrepancies related to time entry and invoicing.

  • Software Proficiency: Utilize Workday, Excel, ServiceNow, SharePoint, and other accounting-driven software proficiently.

  • Adhoc Reporting: Prepare and deliver ad hoc financial reports as needed.

What You'll Need

Required:

  • Billing & Invoicing Experience: Proven experience with billing, invoicing, and/or accounts receivable.

  • MS Office Skills: Strong proficiency in Microsoft Office, with a particular emphasis on Excel.

  • Contract Exposure: Experience reviewing contracts, understanding terms and conditions, and verifying contract details.

  • Customer Service Skills: Excellent customer service skills to effectively manage client relationships and address inquiries.

  • Administrative and Accounting Tasks: Competent in handling general administrative and accounting tasks efficiently.

Physical Demands

  • Ability to safely and successfully perform the essential job functions

  • Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.

  • Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor

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Reasonable Accommodation Statement

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 – 8111.

Equal Employment Opportunity Policy Statement

It is the policy of CAI not to discriminate against any employee or applicant due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. It is also the policy of CAI to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Employees and applicants of CAI will not be subject to harassment due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.

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