Billing Coordinator in Brea, California at Air Treatment Corporation

Description: Air Treatment Corporation fosters a dynamic, collaborative work environment built on teamwork, exceptional customer service, and a commitment to excellence. We value our employees and are dedicated to supporting their professional growth by providing opportunities for development and advancement from within. Our comprehensive benefits package and supportive culture reflect our commitment to the success and well-being of our team members

Job Summary:

The Billing Coordinator supports the Company’s sales and operations through accounting, billing, CRM, and administrative functions. This position is responsible for accurate and timely processing of orders, invoices, accounts payable and receivable, inventory transactions, and reconciliations while supporting financial accuracy and effective business operations.

Requirements:

Duties / Responsibilities:

• Review and process CRM orders, invoices, and billing transactions for accuracy.
• Perform AP/AR functions, including factory invoice review and customer billing.
• Prepare customer invoices, calculate sales tax, and ensure compliance with FOB terms.
• Assist with cost recognition, job reconciliation, unbilled transactions, and discrepancy resolution.
• Maintain accurate customer, order, billing, and financial information in CRM and ERP systems.
• Audit CRM transactions, pricing, costs, and inventory activity; assist with inventory reconciliation.
• Use Excel to analyze financial and operational data and prepare reports as needed.
• Provide billing, order, and administrative support to Sales and internal teams.
• Maintain accurate records and assist with audits, projects, and administrative coverage.
• Perform other related duties as assigned.

Required Skills and Abilities:

• Working knowledge of accounting principles, including AP, AR, Invoicing, and reconciliation.
• Strong attention to detail, organization, and analytical skills.
• Excellent communication and customer service skills.
• Ability to manage multiple priorities and meet deadlines.
• Proficient in Microsoft Office, particularly Excel.
• Experience with ERP and/or CRM systems.
• Self-motivated, dependable, and able to work independently and as part of a team.
• Strong problem-solving skills and attention to accuracy.
• Professional and collaborative approach.

Education and Experience:

• High School diploma or equivalent required.
• Minimum of 2 years of experience in billing, accounting, accounts payable, accounts receivable, or a related administrative/financial role preferred.
• Familiarity with cost accounting and/or project-based accounting preferred.
• Experience with ERP system data entry required.
• Experience with CRM systems preferred.
• Experience with invoicing, job reconciliation, inventory transactions, or sales tax preferred.
• Proficiency with Microsoft Excel and experience working with financial data preferred.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Regular use of a computer, keyboard, mouse, telephone, and other standard office equipment.
• Ability to communicate effectively in person, by telephone, and through electronic communication.
• Must be able to lift and/or carry up to 15 pounds occasionally.
• Ability to perform the essential functions of the position with or without reasonable accommodation.
• Onsite-In Office daily.

At Air Treatment Corporation, we are committed to growth, innovation, and excellence. As leading experts in HVAC & R solutions, we recognize that the success of our team drives the success of our company. We maintain a workplace built on fairness, professionalism, and opportunity, ensuring that every team member is valued. Join our team and contribute your unique skills and perspectives to help us continue delivering industry-leading solutions.