Billing Supervisor

Position Description
Job Title: Billing Supervisor
Reports To: Accounts Receivable Manager
FLSA Status: Exempt
Location: Shared Services Office, Irving, TX (Hybrid)

Summary:
The Billing Supervisor oversees the daily operations of the billing team to ensure accurate, timely, and compliant invoicing across the operating companies. This position provides leadership, process oversight, and coaching to billing specialists while maintaining accountability for performance, internal controls, and system integrity within Microsoft Dynamics 365 (D365). The ideal candidate is a detail-oriented, proactive leader who drives billing accuracy, process standardization, and audit readiness while fostering a culture of collaboration, accountability, and continuous improvement.

Essential Duties and Responsibilities:
Billing Oversight and Audit Control
• Supervise the billing specialists, ensuring workload balance and timely task completion by managing the queue for billing tickets, escalations, and disputes.
• Monitor daily billing dashboards and validate data accuracy across systems.
• Conduct regular audits of invoices, credit memos, and billing exceptions.
• Maintain internal audit readiness and ensure compliance with GAAP and SOX controls.
• Own billing process adherence and maintain up-to-date documentation and procedures.

Process and System Optimization
• Drive process standardization and automation within D365 billing workflows.
• Identify and resolve process bottlenecks to improve accuracy and efficiency while participating in new process rollouts and transformation projects.
• Partner with Finance, Operations, and IT teams to implement system enhancements and workflow improvements.
• Track and report team productivity metrics and process adherence levels.

Reporting and Month-End Responsibilities
• Oversee monthly billing reconciliation reviews and approve results for close.
• Report on key metrics: invoice accuracy, cycle time, rebills, and dispute resolution performance.
• Collaborate with accounting to align billing outputs with revenue recognition.
• Ensure timely completion of reconciliations and correction logs within the company’s expectations.

Training and Development
• Lead billing training programs and ensure team participation in refreshers.
• Support new hires and cross-functional training across operating companies.
• Maintain process documentation and contribute to training content development.
• Foster a continuous improvement mindset among team members through data-driven feedback.

Other Duties
• Regular, consistent and necessary to meet the needs of the business
• Performs other duties and responsibilities as assigned
• Must conduct self in an ethical, legal, and responsible manner at all times
• Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct

Competencies
• Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and integrity in all interactions.
• Excellent communication and interpersonal skills with the ability to build strong relationships across all levels of the organization. Strong verbal and written communication skills
• Ability to effectively communicate and present information one-on-one and in group situations, and outside of the company.
• Ability to work in a fast-paced environment
• Strong attention to detail
• Must be a self-starter, independent, and strong organization skills, with the ability to manage multiple priorities and deadlines at any given time

Education/Experience:
• Associate’s degree required; Bachelor’s degree in Accounting, Finance, or Business is preferred.
• 7+ years of billing or accounting experience
• 2+ years in supervisory or lead role
• Experience in HVAC, construction, service, or project-based billing environment preferred.
• Experience in Microsoft Dynamics 365 F&O and CRM is preferred
• Power BI experience for performance metrics and dashboards.
• Proven ability to manage billing systems, ticketing platforms, and audit documentation.
• Familiarity in Avalara (tax compliance and calculations) is a plus.
• Understanding of lien filing and waiver processes (conditional & unconditional).
• Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word

Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essentials functions. The noise level in the work environment is usually moderate. The workplace is in a corporate office environment and the temperature in the work environment is usually moderate. The position’s primary office is the Shared Services, Irving, TX office; however, telework or work at home, on the road, or in a satellite location for portions of the workweek may occur, depending upon project needs and requirements in coordination with your direct supervisor and/or most senior leader of your department.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions.
• Must be able to walk, bend, stand, and reach constantly during a workday.
• Must be able to lift 15 – 20 lbs.
• Standing for long periods of time (4-5 hours) occasionally
• Must be able travel via plane or car to events