IMI plc
IMI plc is a sector focused organization at the forefront of delivering motion and fluid control technologies that create a more sustainable world, improving the quality of life for our customers and communities and ultimately delivering our purpose of Breakthrough Engineering for a Better World.

The Automation platform leverages deep automation technology and applications expertise to improve productivity, safety and sustainability for our customers.

Our one big team work fairly and effectively but most importantly together to ensure we maintain the foundations that have enabled IMI’s success through over 150 years of heritage.

Position Summary

This Field Service Invoice/Billing Coordinator is recognized as an individual contributor role coordinating with internal and external resources to ensure proper billing and invoicing is performed at the highest level. The resource filling this role must be able to work with internal and/or external clients developing an in-depth understanding of their needs and requirements. The ability to work effectively with field service resources and customers is considered critical for success in this role. Additional is the following competencies:

Supervisory Responsibility

This role does not have direct reports.

Responsibilities

• Perform all client billing activities for Field Service
• Ensure billing is done per contract terms and conditions (partial billing, proper forms, pre-submittals, etc.) and final billing is invoiced within 2 weeks of job completion
• Enter all incoming / outgoing purchase orders (customer, intercompany, and 3rd party vendor), intercompany cost transfers, and change orders into appropriate systems (Salesforce / IFS / etc.)
• Monitor & report costs on service orders.
• Notify Field Service Deployment Specialist when costs reach 75% of Purchase Order.
• Assist in Field Service Deployment Specialist in the change order (CO) process
• Review & reconcile field service expenses for accuracy & completeness prior to preparing invoice
• Work with Field Service Team Leads and FST’s to confirm project time charges are completed daily and that bill sheets / signed time sheets are completed weekly
• Review, create or modify Salesforce information and activities to ensure work can be monitored by stakeholders (sales, management, etc.)
• Assist in the development of processes, procedures and workflows to improve performance of the field service group.
• Maintain vendor billing records and costs
• Maintenance of all billing backup documentation
• Closeout of project in salesforce / other systems when project is complete and billed
• Provide weekly forecast and 30 day lookahead for revenue and GM
• Manage Safety Aggregators (ISN, Veriforce, Avetta, etc) and monitor the status of customers in the programs. Update data as required to stay compliant.
• Manage Drug & Alcohol screening programs.
• Maintain all cost / expenditure / timesheet logs
• Help prepare and maintain financial reporting for the field service group (Man-hours, Costs, etc.)
• Provide status information about costs, expenditures, and orders to Field Service Team members
• Work with the service team, internal departments, and outside vendors to track and expedite orders
• Assist with and support service training events as necessary
• Assist and support Service Manager in daily activities as requested
   

Qualifications and Required Skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong commitment to seeing the task to completion
• Strong organizational and planning skills and ability to multitask and set priorities for self and others based on IMI business needs.
• Strong financial skills and understanding of booking / invoice / billing process
• Committed to providing uncompromising quality
• Must work well in a dynamic team environment with emphasis on communication and soft skills
   

Education/Experience

• HS Diploma required; AA degree desired; BS degree preferred
• 3 to 5 years of experience in a related field / similar role; or combination of education and experience
• Knowledge in finance, invoicing, and billing in a service related field or company
• Creative thinking/problem solving skills necessary
• Effective communication skills (oral and written) required
• Self-driven personality
• Ability to work in a fast-paced environment
• Computer literate (MS Word, Excel, Outlook, Project) desirable
• Bilingual Spanish desirable, but not required
   

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 individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
• Specific vision abilities required by this job include close vision, and ability to adjust focus.

Work Environment

General office environment but occasional travel to the field might be required. Field environment would expose employee to moving mechanical parts, high precarious places, fumes, and outdoor airborne particles. The employee is occasionally exposed to outdoor weather conditions including extreme heat. The noise level in the environment is reasonable. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.