Billing Specialist
Insight Global • Pleasanton, CA • Posted June 08, 2026
About the Role
Job Description
Under the direction of the Billing Manager, this position will work at our Pleasanton office. You will spend about 70% of your time with billings; another 20% assisting in the set-up of jobs, catching problems early-on to resolve them efficiently; and the remaining 10% with various other accounting issues.
ESSENTIAL FUNCTIONS:
• Assist the Billing Manager in implementing solid, cost-recoverable T&M and Lump Sum
• billings to ensure that we always maximize our billing potential
• Gain credibility with internal & external stakeholders.
• Serve as a back up to each staff member in the billing department in their respective roles.
• Prepare monthly billing projections and invoices with all assembled documentation on a timely basis.
• Assist PMs with Job Cost reports and analysis.
• Assist PMs with maintaining change order logs.
• Research and resolve job/project cost issues through investigation and analysis.
• Maintain regional responsibili...
Under the direction of the Billing Manager, this position will work at our Pleasanton office. You will spend about 70% of your time with billings; another 20% assisting in the set-up of jobs, catching problems early-on to resolve them efficiently; and the remaining 10% with various other accounting issues.
ESSENTIAL FUNCTIONS:
• Assist the Billing Manager in implementing solid, cost-recoverable T&M and Lump Sum
• billings to ensure that we always maximize our billing potential
• Gain credibility with internal & external stakeholders.
• Serve as a back up to each staff member in the billing department in their respective roles.
• Prepare monthly billing projections and invoices with all assembled documentation on a timely basis.
• Assist PMs with Job Cost reports and analysis.
• Assist PMs with maintaining change order logs.
• Research and resolve job/project cost issues through investigation and analysis.
• Maintain regional responsibili...