Job Description
Job Description
Are you a self-starter with a positive attitude ready to take on additional tasks? Are you looking for a role that provides challenge, growth, and developmental opportunities? Take the leap and make your mark at Plan Group.
The Billing Manager – Project Billing oversees the end-to-end billing process for project-based work, ensuring accuracy, compliance, and timely invoicing. This role manages a team of billing administrators, collaborates with project and finance teams, and drives process improvements to support financial performance and client satisfaction.
As a Billing Manager , you will :
- Prepare and issue invoices based on project milestones, time & materials, or fixed-fee arrangements
- Use Salesforce to issue pay applications to clients as agreed and Microsoft D 365, and update end to end details in client portal
- Maintain accurate billing records and project cost allocations
- Code invoices to appropriate GL accounts and project numbers
- Coordinate with project managers to validate billing data and ensure alignment with contracts
- Manage markup / rates on billings
- Monitor accounts receivable and follow up on outstanding payments
- Reconcile billing discrepancies between Salesforce and Microsoft D 365 and resolve client inquiries
- Generate billing reports for internal and external stakeholders
- Conduct monthly reconciliations, analysis, and reports
- Ensure compliance with company policies and client agreements
- Assist in developing and implementing billing policies and procedures
- Other administrative and project related tasks as assigned
- Team Leadership :
Lead, mentor, and develop a team of billing administrators.
Assign workloads, set performance goals, and conduct regular reviews.Provide training on billing systems, policies, and best practices.Our ideal candidate has :
5 plus years of experience in a similar roleBasic understanding of accounting (debits / credits)Experience in a similar environment would be an assetAdvanced knowledge of Microsoft D 365, and Microsoft Office specifically ExcelKnowledge of Salesforce software an assetExcellent written and verbal communicationExcellent analytical, time management and organization skillsSuperior attention to detailExcellent leadership, communication, and analytical skillsAbility to handle strict deadlines and work under pressureProfessional, responsive, and positive work attitudeHigh respect for confidentiality and a high level of sound and independent judgement, reasoning, and discretion