Billing and Compliance Specialist

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Job description

Description:

Join Our Award-Winning Team!

Recognized as a Top Workplace since 2019, Horizon Management Services takes pride in our supportive managers, meaningful work, strong values, and genuine employee appreciation. As a premier property management firm, we are dedicated to excellence and superior service in managing residential properties. Horizon Management Services is a great company for growth in your career, offering numerous opportunities to develop your skills and advance professionally.

Position Overview:

Responsible for processing monthly construction draw requests and ensuring subcontractor compliance for the release of monthly payments.

Billings:

• Prepare and finalize monthly draw requests to the owner.
• Regular follow up with Owner on monthly draw funding status.

Contract Compliance:

• Verify contracts, W-9s, and insurance/bond information are received.
• Review subcontractors draw payouts for missing sworn statements and lien waivers.

Lien Waivers:

• Obtain 2nd tier supplier/sub waivers and Sworn Statements.
• Ensure all monthly lien waivers are submitted to the title company.

Project Close Out:

• Verify all closeout documents are received prior to final payment.

Secondary Job Functions:

• Maintain and grow technical knowledge through professional development.
• Perform monthly audits to ensure the integrity of our accounting system.
• Quarterly review of purchase orders for Use Tax obligations.
• Other monthly duties as assigned/required

Requirements:

Education & Experience:

• High School diploma required.
• Two accounting degree or 2-5 years of relevant work experience preferred but not required.
• Construction accounting experience preferred.

Skills:

• Strong communication skills, both verbal and written.
• Effective organizational skills to manage a large workload.
• Ability to handle multiple projects and meet deadlines.
• Ability to work independently and as part of a team.
• Ability to operate a ten-key calculator and type 45 wpm.

Computer Applications:

• Intermediate Excel skills.
• Proficiency in Microsoft Office.
• Experience with database or accounting systems.

Working Conditions:

• Regularly required to sit, stand, write, and operate a computer and standard office equipment.
• Frequent communication with customers.
• Occasionally lift and/or move up to 25 pounds.
• Reasonable accommodation may be made for individuals with disabilities.

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