Billing Specialist

Dahlin Group Architecture Planning Dahlin Group Architecture Planning Employer:
Pleasanton, CA, USLocation:
Wed, Aug 29 '18Posted on:

DAHLIN is a growing architecture and planning firm of 150+ multi-cultural professionals with offices in California and Washington. We offer more than 40 years of experience building communities where we live and work, driven by the vision of creating places that promote human fulfillment and well-being. This same Passion for Place starts with our own working environment—a positive community where people thrive. Please visit our website ( to learn more.

We are currently seeking a full-time BILLING SPECIALIST in our PLEASANTON, CA headquarters. Our accounting team is collaborative and fast-paced, serving a large group of individuals in four offices. Each member of our accounting team understands the importance of their role in maintaining a successful, growing and profitable firm.

JOB SUMMARY: This position is fully responsible for the monthly Client billing process to produce accurate and timely billing for projects, serving as a primary contact to address and resolve project billing issues, and ensuring compliance with the Client’s and DAHLIN’s billing standards and policy. The Billing Specialist is expected to develop and maintain strong relationships with project administrators, managers, consultants, and principals.


  • Responsible for project billing set-up in Deltek Ajera (our project management and accounting software)
  • Assist the Project Manager and Administrative Team when changes are needed to project set-up
  • Prepare monthly draft invoices, with all applicable billing backup (consultant invoices, reimbursable expenses, client billing sheets) for distribution to project managers.
  • Prepare and submit electronic and hard-copy final invoices
  • Request and process forms such as Certificate of Insurance requests, lien releases/waivers and other billing documentation requirements
  • Create spreadsheets, billing reconciliation and summary to meet all Client and Project Manager’s billing needs
  • Research and resolve any unbilled project WIP, billing discrepancies or issues,  clients billing questions, or direct them to Project Management when appropriate
  • Maintain billing folders for all projects, with all the appropriate documents, including expenses, consultant invoices, and monthly invoices, in accordance with Company procedures.
  • Prepare and provide Client monthly statements
  • Follow up of Client outstanding invoices, documentation in Ajera of collection efforts
  • Participate in Monthly Accounts Receivable Review/Cash Projection meeting Assist Project Management Teams with billing questions, documents, client requirements
  • Record Client receipts in Ajera, scan payments for remote deposit capture, and update Cash Flow Projection spreadsheet
  • Performing various other accounting and administrative duties as required


  • Three or more years of project billing experience, preferably within the A/E industry.
  • General knowledge of project cost accounting and Work-in-Process
  • Self-starter with strong organization, problem solving and collaboration skills
  • Dedicated to excellence, accuracy, efficiency and attention to detail.
  • Exceptional organization and planning skills to meet deadlines
  • Excellent writing and communication skills
  • Strong computer skills (MS Word, Excel, Outlook).
  • Deltek Ajera Software Preferred
  • Ability to work independently and in team environment
  • Bachelor’s Degree in Finance/Accounting, or equivalent experience + certificate(s) in Finance/Accounting.

We offer a competitive compensation package based on experience and qualifications. Excellent benefits include 100% medical, dental, and vision coverage for employees. We also offer the opportunity to participate in a pre-tax Flexible Spending plan, Employee Stock Ownership Plan, and 401k.

How to Apply: 

Please apply here through our career's site and include a cover letter with your resume (PDF or Word/5MB max) that tells us why you are our ideal candidate and why you want to our work for our firm. Inquiries that do not follow these instructions may not be considered.

One last note. . .

Real people review every application, so we regret that due to the large volume of inquiries, we are unable to accept phone calls regarding the status of applications. We'll be sure to contact you if we need more information. Apply now!


Candidate must be legally authorized to work in the United States for any employer. Sponsorship for an employment visa, now or in the future, is not available for this position.

DAHLIN is an Equal Opportunity Employer and participates in E-Verify.


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