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  • Billing Analyst

    Insight Global (San Ramon, CA)



    Apply Now

    Job Description

    PG&Es land rights department currently facilitates the Utility Relocation projects. These projects entail entering into a contract/agreement which includes terms of payment depending upon liability of the agency and cadence of billing. The liability determination is made by Land Agents (LA) which is captured in the contract. The Billing Agent (BA) runs the SAP financials each month for the active projects and provides the status to Project Manager/Job owner and Land Agent. The work would require working in close communication with land agents and contract supervisor.

    Follow the billing procedure to:

    1. Manage billing in Salesforce or current system of record

    2. prepare progress and final bills (PB & FB)

    3. obtain joint pole, betterment, Salvage & Depreciation (S&D), Code of Federal Regulations (CFR) credits

    4. ITCC tax determination when applicable

    5. Verify Overruns in project cost

    6. Request Invoice in Salesforce

    JOB DESCRIPTION

    Billing agent creates and provides regular interval invoices and a final invoice also known as a true-up for Utility Relocation projects. These projects include an agreement which is prepared by the Utility Relocation Land Agent after a liability determination is completed. The agreement includes payment terms and the cadence of billing. The liability determination made by Land Agents is identified in the agreement. The Billing Agent employs a variety of tools, some proprietary, to capture the data, create a record and create either a Progress Bill or a Final Bill. The Agent generates a monthly financial report from a PG&E Tool for active utility relocation projects. The Agent provides the actual costs to Project Manager/Job owner and Land Agent.

    The Agent must follow the billing procedure to as outlined in the PG&E Internal Procedure Document (LAND 2057P-01) Such procedure includes but is not limited to the following:

    1. Manage billing in Salesforce or current system of record

    2. Prepare progress and final bills (PB & FB)

    3. Obtain joint pole, betterment, Salvage & Depreciation (S&D), Code of Federal Regulations (CFR) credits

    4. ITCC tax determination when applicable

    5. Verify Overruns in project cost

    6. Work with Utility Relocation Land Agent to determine if an amendment to the original agreement is required based upon costs

    7. Request Invoice in Salesforce

    8. Route invoice for internal approval per internal procedure

     

    We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

     

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

     

    Skills and Requirements

     

    Strong communication skills both verbal and in writing

     

    Ability to integrate various streams of information into a cohesive plan

     

    Ability to work independently and across multiple functions, work collaboratively to build strong working relationships

     

    Ability to manage multiple competing priorities to completion.

     

    Ability to handle confidential and sensitive information.

     

    Ability to engage appropriate Subject Matter Experts (SME) and key stakeholders

     

    Proficiency in Microsoft Excel and SAP.

     

    Financial acumen and strong understanding of agreements and their terms that could affect timely invoicing. null

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

     


    Apply Now



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