Senior Billing / Collections / Accounts Receivable Specialist

Job Description

Job Description

Position Overview

We are seeking a Senior Billing / Collections / Accounts Receivable Specialist with 10+ years of hands-on experience in billing, collections, and accounts receivable. The ideal candidate will have expert-level proficiency in Sage accounting software and a strong background in construction/service industry billing, including AIA, progress billing, and retainage.

This role is critical to ensuring accurate billing, effective collections, and the maintenance of strong cash flow.

Key Responsibilities

· Oversee the full-cycle billing, collections, and AR process.

· Prepare and submit all invoices (AIA, progress, service, and change orders) using Sage.

· Manage collections through professional follow-up calls, emails, and correspondence.

· Reconcile customer accounts, apply payments, and resolve discrepancies.

· Monitor AR aging and escalate delinquent accounts when necessary.

· Provide weekly and monthly reports on receivables, collections, and cash flow.

· Collaborate with project managers and service teams to resolve billing issues.

· Ensure compliance with contracts, lien/bond requirements, and company policies.

Tasks / Duties

Billing

· Generate accurate AIA and progress billings with retainage tracking.

· Prepare service invoices and time & material billings.

· Verify contracts, change orders, and supporting documentation before invoicing.

· Submit invoices via customer portals, email, or hard copy as required.

· Track retainage and ensure timely release and collection.

Collections

· Review AR aging weekly to identify and act on delinquent accounts.

· Contact customers regarding outstanding balances and negotiate payment plans.

· Document all collection activity within Sage.

· Escalate high-risk accounts for lien/bond or legal action.

· Reduce Days Sales Outstanding (DSO) through consistent collection strategies.

Accounts Receivable

· Apply customer payments (checks, ACH, wires, credit cards) accurately in Sage.

· Investigate and resolve short payments or misapplied cash.

· Maintain detailed AR records and ensure reconciliation with the general ledger.

· Support month-end closing and provide AR documentation for audits.

Skills & Qualifications

· Minimum 10 years of experience in billing, collections, and accounts receivable.

· Expert-level knowledge of Sage accounting software (required).

· Strong knowledge of construction billing, AIA processes, progress billing, and retainage.

· Excellent communication, negotiation, and problem-solving skills.

· High level of organization, accuracy, and attention to detail.

· Ability to work independently with minimal supervision.

· High school diploma required; Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred.