Job Title: Accounts Receivable / Contract Billing Specialist
Location: Anaheim, CA - On-site
Industry: HVAC / Construction
Employment Type: Full-Time | | Temp-Hire
Experience Level: Mid to Senior-Level
Pay: $30-35 p/hr
Position Overview:
Our client in Anaheim, CA is seeking a skilled and detail-oriented Accounts Receivable / Contract Billing Specialist to support their financial operations within the HVAC/construction industry. This role is responsible for full-cycle accounts receivable, including managing complex contract billing-particularly Schedule of Values (SOV) billing, AIA applications, and progress invoicing. The ideal candidate will have a solid understanding of construction billing practices and experience working with project managers, sales and clients to ensure timely and accurate billing and collections.
Key Responsibilities:
- Prepare and process contract billing for projects
- Prepare billing using Schedule of Values (SOV) and AIA G702/G703 applications for payment.
- Create and maintain billing schedules, milestones, and project-specific invoicing structures.
- Coordinate with project managers to confirm work-in-place and percentage complete for accurate monthly billing.
- Generate time and materials invoices, fixed-price billings, and retainage tracking.
- Maintain accurate AR records, including reconciliations and aging reports.
- Follow up on outstanding invoices and maintain communication with clients to resolve billing or payment issues.
- Track and process lien waivers, compliance documents, and other billing requirements.
- Assist with monthly close processes related to accounts receivable and project billing.
- Ensure compliance with contract terms, insurance requirements, and project-specific documentation.
- Work closely with internal teams to streamline billing and collections processes.
- Lead and develop a team of three AR specialists, providing guidance and training
Qualifications:
- 2-5+ years of experience in Accounts Receivable and Contract Billing, with a strong background in SOV billing and AIA formats.
- Industry experience in HVAC, construction, or mechanical contracting is required.
- Proficiency in accounting/project management software (e.g., Sage, Viewpoint, QuickBooks, Procore, or similar).
- Excellent organizational skills, attention to detail, and ability to manage multiple deadlines.
- Self-starter with the ability to work independently in a fast-paced environment.
Preferred but not required Qualifications:
- Associate or bachelor's degree in accounting, Business, or a related field (or equivalent experience).
- Familiarity with prevailing wages, certified payrolls, and government billing procedures is a plus.
- Knowledge of lien rights and construction compliance documents is preferred.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.