Senior Billing Specialist (AIA, Service & Construction Billing)

Sarasota
Full Time
Mid Level
Senior Billing Specialist (AIA, Service & Construction Billing)
Location: Palmetto, Florida

Join a Legacy of Excellence
Ackerman Plumbing is seeking an experienced, highly accountable Senior Billing Specialist to own and oversee complex billing operations across both construction and service divisions. This role has a strong emphasis on AIA construction billing and service, time-and-material (T&M), quoted, and not-to-exceed (NTE) work in a commercial plumbing environment.
This position is critical to ensuring accurate, timely, and contract-compliant billing, and is designed for a professional who brings sound judgment, problem-solving ability, and operational awareness—not just invoice processing. The right candidate will think proactively, identify billing risks or inefficiencies, and partner closely with Operations and Finance to ensure billing integrity across the organization.

About Ackerman Plumbing
Family-owned and operated since 1946, Ackerman Plumbing has delivered expert craftsmanship across four generations. Our projects span hospitals, hotels, educational institutions, museums, and highly complex commercial facilities. We operate with the belief that our customers deserve nothing less than the World’s Greatest Plumbers—and that standard extends to our internal operations.

Benefits
  • Competitive salary commensurate with experience
  • Paid Time Off & Paid Sick Time
  • 9 Paid Holidays
  • Comprehensive Health, Vision, and Dental Insurance
  • 401(k) Retirement Plan with generous Company Match
  • Access to modern accounting systems and tools
  • Ongoing professional development opportunities
  • Stable, collaborative, and supportive work environment

Position Overview
The Senior Billing Specialist owns the end-to-end billing process for assigned construction and service work, ensuring invoices are accurate, compliant, and submitted on time. This includes AIA progress billings, service/T&M billing, quoted and NTE jobs, and client-specific billing requirements.

This role requires the ability to operate independently in complex or unclear situations, exercise sound judgment, and proactively resolve billing issues before they impact cash flow or customer relationships. The Senior Billing Specialist serves as a trusted partner to Project Managers, Service Supervisors, Operations, and Finance.

Primary Responsibilities
Construction & AIA Billing
  • Own preparation and submission of AIA billings through client portals
  • Set up new jobs and maintain accurate AIA schedules of values using Excel
  • Coordinate with Project Managers to validate progress billings and percent complete
  • Track and manage approved, pending, and unapproved change orders
  • Submit lien waivers, insurance certificates, stored material documentation, and bills of sale
  • Ensure all construction billing complies with contract terms, deadlines, and client requirements
  • Review and reduce retainage when applicable
  • Support invoice closeout and final billing per contract requirements

Service, T&M, Quoted & NTE Billing (Dedicated Ownership)
  • Own service billing for time-and-material, quoted, and not-to-exceed work
  • Partner closely with Service Supervisors to ensure accurate labor, material, and pricing capture
  • Navigate customer-specific service billing rules, portals, and approval workflows
  • Manage partial approvals, disputed charges, and revised billings
  • Ensure service invoices are timely, defensible, and aligned with customer agreements
  • Reconcile work orders across internal systems and customer portals

Billing Accuracy, Judgment & Process Ownership
  • Serve as the primary point of contact for billing-related client inquiries
  • Investigate, resolve, and correct invoicing discrepancies independently
  • Identify recurring billing issues and recommend process improvements
  • Ensure invoices post to the correct accounting period prior to month-end close
  • Apply and document approved credit memos
  • Ensure proper sales tax application based on job location
  • Escalate complex billing issues with clear recommendations, not just problems
  • Perform other duties as assigned in support of billing operations, process improvement initiatives, and overall company objectives

Essential Functions
  • Process high-volume, complex invoices with accuracy and timeliness
  • Maintain organized billing documentation and audit-ready records
  • Reconcile accounts and resolve discrepancies efficiently
  • Operate effectively with limited direction in ambiguous situations
  • Balance competing priorities in a fast-paced environment

Required Skills & Experience
  • Minimum 5 years of Accounts Receivable or billing experience in a high-volume environment
  • 3–5 years of hands-on AIA billing experience (required)
  • Demonstrated experience supporting both construction and service billing
  • Exposure to complex, multi-phase plumbing or construction projects
  • Strong Excel skills; experience managing schedules of values and billing trackers
  • Ability to exercise judgment, identify issues, and propose solutions
  • Professional communication skills and strong customer service orientation
  • Ability to handle sensitive or disputed billing matters with discretion

Systems & Technical Proficiencies
  • Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Advanced Excel proficiency preferred
  • Sage Intacct and/or comparable construction and service accounting systems

Equal Employment Opportunity Statement
Ackerman Plumbing is an Equal Opportunity Employer. We are committed to building a diverse and inclusive workforce where all employees are valued, respected, and empowered to contribute to our shared success. We do not discriminate based on race, color, religion, gender, national origin, disability, veteran status, or any other legally protected status.
 

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