Billing & Collections Analyst

II. Key Responsibilities

A. Billing Responsibilities

Prepare and issue invoices for:

• EPC (Engineering, Procurement & Construction) project milestones
• Operations & Maintenance (O&M) services
• Other service-related billings (site visits, repairs, technical support, etc.)
• Ensure all billings are complete with supporting documents such as:
• NTP (Notice to Proceed)
• Signed contracts or work orders
• Project milestone certifications
• Delivery receipts and service reports
• Completion certificates
• Coordinate with the Project Management, Sales, Engineering, and O&M teams for billing schedules and requirements.
• Monitor billing accuracy and resolve discrepancies before releasing invoices.

B. Collections & Accounts Receivable Management

• Track and monitor outstanding receivables using updated aging reports.
• Conduct regular follow-ups through email, phone, and client coordination to ensure timely payments.
• Record and update customer payments in the accounting system.
• Prepare and submit weekly and monthly collection status reports.
• Coordinate with clients regarding billing clarifications, disputes, or adjustments.
• Assist in implementing collection strategies to reduce overdue accounts.

C. Documentation & Compliance

• Maintain organized and complete documentation of all billings, collections, and customer-related records.
• Support internal and external audits by preparing required billing and AR documents.
• Ensure billing and collection processes comply with company policies and Philippine accounting standards.
• Assist in process improvement and workflow optimization for accuracy and efficiency.

D. Coordination & Customer Relations

• Work closely with internal departments to validate billing data and resolve issues.
• Communicate professionally with clients regarding invoices, payment schedules, and document requests.
• Provide prompt and accurate responses to client billing inquiries.

III. Qualifications

Education

Bachelor’s Degree in Accounting, Finance, Business Administration, or related field.

Experience

• At least 1–2 years experience in billing, collections, or accounting
• Experience in solar, construction, engineering, or renewable energy industries is an advantage.
• Skills & Competencies
• Strong knowledge of billing and accounts receivable processes
• Proficient in Excel and accounting systems (e.g., QuickBooks, Xero, SAP)
• Strong attention to detail and accuracy
• Good communication and coordination abilities
• Ability to manage multiple deadlines
• Analytical, organized, and proactive

IV. Key Performance Indicators (KPIs)

• Billing accuracy rate
• Timeliness of invoice preparation
• Collection efficiency ratio
• Reduction in overdue receivables
• Completeness of documentation
• Client satisfaction regarding billing support