Billing Specialist

Job Title

Billing Specialist

Position Type

Full Time

Department

Accounting

Direct Supervisor

Accounting Manager

Job Summary

As Billing Specialist at Metals NDT you will be responsible for accurate timely customer invoices across the company’s nondestructive testing and inspection services business. This role will work closely with operations field teams sales and accounting to ensure completed work is properly translated into invoices based on approved field tickets purchase orders customer rate schedules and supporting documentation.

A key priority for this position will be helping complete the setup implementation and ongoing use of the invoicing module within FieldFX Metals NDT’s new operational and order-to-cash platform. Because the FieldFX invoicing process is not yet fully configured this individual must be comfortable learning a new system working through ambiguity helping define the go-forward workflow and ensuring the invoicing process is scalable accurate and consistently followed.

The company currently uses QuickBooks as its ERP system though this may change as Metals NDT continues to grow through acquisitions and system upgrades. The ideal candidate is highly organized detail-oriented reliable and comfortable working in a fast-paced environment where billing accuracy follow-through and responsiveness directly support customer satisfaction and cash flow.

Key Responsibilities

• Prepare review and process customer invoices accurately and on time based on completed field work approved tickets purchase orders rate sheets and customer billing requirements.

• Play a key role in completing the setup and implementation of the FieldFX invoicing module including workflow design data validation invoice formatting approval routing documentation requirements and go-forward process standards.

• Learn FieldFX quickly and become a primary day-to-day user for invoicing activity issue resolution and process improvement.

• Validate billing information between FieldFX QuickBooks field documentation and customer records.

• Work with operations dispatch field technicians sales and accounting to confirm job details technician time equipment charges travel per diem consumables and other billable items.

• Review customer-specific billing requirements including purchase orders rate tables invoice submission instructions supporting documentation and portal requirements.

• Identify and resolve billing discrepancies missing information pricing inconsistencies and documentation gaps before invoices are submitted.

• Support month-end billing close by ensuring completed and billable work is invoiced or properly identified for accrual.

• Coordinate with accounts receivable on invoice questions payment issues collections support and customer disputes.

• Help standardize billing practices across branches service lines and future acquired businesses.

• Maintain accurate customer billing records and support internal controls around invoice review edits approvals and documentation retention.

• Perform additional accounting administrative and special project duties as assigned.

Job Requirements

• Minimum of 2 to 4 years of billing accounts receivable accounting or administrative finance experience.

• Experience with invoicing processes involving field tickets work orders purchase orders rate sheets time and materials billing or customer-specific billing rules.

• Experience in industrial services field services construction oil and gas inspection manufacturing or technical services preferred.

• Hands-on QuickBooks experience strongly preferred.

• Experience with FieldFX Salesforce ERP systems field service management systems or order-to-cash platforms strongly preferred.

• Strong attention to detail and ability to identify errors missing information and inconsistencies in billing data.

• Highly organized and able to manage a high volume of transactions deadlines and follow-up items.

• Proficiency with Microsoft Excel including sorting filtering reconciliations and basic reporting.

• Comfortable learning new systems and helping implement new workflows in a growing business.

• Strong written and verbal communication skills.

• Reliable consistent and able to take ownership of recurring daily weekly and monthly billing responsibilities.

• High school diploma or equivalent required; associate’s or bachelor’s degree in Accounting Finance Business Administration or related field preferred.

Skills and Competencies

• FieldFX Implementation Mindset — comfortable learning testing refining and helping implement the invoicing module in a new order-to-cash system.

• Billing Accuracy — consistently validates field tickets job details rates purchase orders and supporting documentation before invoicing.

• Systems Agility — able to work in QuickBooks today while supporting FieldFX adoption and future ERP changes.

• Organization and Follow-Through — manages billing queues unresolved items customer requirements and deadlines without losing track of details.

• Cross-Functional Collaboration — works effectively with operations field teams sales accounting and customers to resolve billing issues quickly.

• Customer Service Orientation — understands that accurate timely invoices support customer trust cash flow and long-term relationships.

• Adaptability — thrives in a fast-paced growing company with evolving systems processes and acquisition-related change.

Preferred Additions / Enhancements

• Prior experience billing for NDT inspection oilfield services industrial maintenance construction services or other technician-based field services.

• Familiarity with customer billing portals purchase order compliance sales tax exemption documentation and master service agreements.

• Experience supporting software implementation workflow testing data cleanup or process documentation.

• Exposure to multi-location or acquisition-driven business environments.

• Understanding of common NDT service lines such as RT MT PT UT UTT PAUT visual inspection weld inspection and related field documentation requirements.

Working Conditions

• Based at Metals NDT headquarters in Abilene TX with standard weekly office hours with flexibility required during month-end close high-volume billing periods and FieldFX implementation milestones.

• Primarily office-based role with frequent collaboration across accounting administration operations sales and field leadership.

• Occasional extended hours may be required to meet customer billing deadlines or support system implementation and testing.