About the role
Billing Manager
Are you a self-starter with a positive attitude ready to take on additional tasks? Are you looking for a role that provides challenge, growth, and developmental opportunities? Take the leap and make your mark at Plan Group.
The Billing Manager – Project Billing oversees the end-to-end billing process for project-based work, ensuring accuracy, compliance, and timely invoicing. This role manages a team of billing administrators, collaborates with project and finance teams, and drives process improvements to support financial performance and client satisfaction.
As our Billing Manager you will:
- Prepare and issue invoices based on project milestones, time & materials, or fixed-fee arrangements
- Use Salesforce to issue pay applications to clients as agreed and Microsoft D 365, and update end to end details in client portal
- Maintain accurate billing records and project cost allocations
- Code invoices to appropriate GL accounts and project numbers
- Coordinate with project managers to validate billing data and ensure alignment with contracts
- Manage markup/rates on billings
- Monitor accounts receivable and follow up on outstanding payments
- Reconcile billing discrepancies between Salesforce and Microsoft D 365 and resolve client inquiries
- Generate billing reports for internal and external stakeholders
- Conduct monthly reconciliations, analysis, and reports
- Ensure compliance with company policies and client agreements
- Assist in developing and implementing billing policies and procedures
- Other administrative and project related tasks as assigned
- Team Leadership :
- Lead, mentor, and develop a team of billing administrators.
- Assign workloads, set performance goals, and conduct regular reviews.
- Provide training on billing systems, policies, and best practices.
Our ideal candidate has:
- 5 plus years of experience in a similar role
- Basic understanding of accounting (debits/credits)
- Experience in a similar environment would be an asset
- Advanced knowledge of Microsoft D 365, and Microsoft Office specifically Excel
- Knowledge of Salesforce software an asset
- Excellent written and verbal communication
- Excellent analytical, time management and organization skills
- Superior attention to detail
- Excellent leadership, communication, and analytical skills
- Ability to handle strict deadlines and work under pressure
- Professional, responsive, and positive work attitude
- High respect for confidentiality and a high level of sound and independent judgement, reasoning, and discretion
About Plan Group
Plan Group is a dynamic construction company that believes working together makes anything possible.
Since 1955 we've worked with our clients to help design, build, integrate and maintain some of the most innovative and noteworthy spaces in Canada. We started as a boutique electrical firm and today we're growing into a global player in the electrical, mechanical and ICAT industries. What's more, we're expanding into service and facilities management with the help of our friends at Bouygues Energies & Services Canada.
By working together—mechanical, electrical, technology and facilities management—we are able to deliver results we all can be proud of.
Plan Group est une entreprise de construction dynamique qui croit que travailler ensemble rend tout possible.
Depuis 1955, nous travaillons avec nos clients pour aider à concevoir, construire, intégrer et entretenir certains des espaces les plus novateurs et remarquables au Canada. Nous avons commencé en tant qu'entreprise électrique boutique et aujourd'hui, nous sommes en train de devenir un acteur mondial dans les secteurs électrique, mécanique et ICAT. De plus, nous nous développons dans la gestion des services et des installations avec l'aide de nos amis de Bouygues Energies & Services Canada.
En travaillant ensemble - mécanique, électricité, technologie et gestion des installations - nous sommes en mesure de produire des résultats dont nous pouvons tous être fiers.
ECRA / ESA 7004188
ECRA/ESA 7004188
About the role
Billing Manager
Are you a self-starter with a positive attitude ready to take on additional tasks? Are you looking for a role that provides challenge, growth, and developmental opportunities? Take the leap and make your mark at Plan Group.
The Billing Manager – Project Billing oversees the end-to-end billing process for project-based work, ensuring accuracy, compliance, and timely invoicing. This role manages a team of billing administrators, collaborates with project and finance teams, and drives process improvements to support financial performance and client satisfaction.
As our Billing Manager you will:
- Prepare and issue invoices based on project milestones, time & materials, or fixed-fee arrangements
- Use Salesforce to issue pay applications to clients as agreed and Microsoft D 365, and update end to end details in client portal
- Maintain accurate billing records and project cost allocations
- Code invoices to appropriate GL accounts and project numbers
- Coordinate with project managers to validate billing data and ensure alignment with contracts
- Manage markup/rates on billings
- Monitor accounts receivable and follow up on outstanding payments
- Reconcile billing discrepancies between Salesforce and Microsoft D 365 and resolve client inquiries
- Generate billing reports for internal and external stakeholders
- Conduct monthly reconciliations, analysis, and reports
- Ensure compliance with company policies and client agreements
- Assist in developing and implementing billing policies and procedures
- Other administrative and project related tasks as assigned
- Team Leadership :
- Lead, mentor, and develop a team of billing administrators.
- Assign workloads, set performance goals, and conduct regular reviews.
- Provide training on billing systems, policies, and best practices.
Our ideal candidate has:
- 5 plus years of experience in a similar role
- Basic understanding of accounting (debits/credits)
- Experience in a similar environment would be an asset
- Advanced knowledge of Microsoft D 365, and Microsoft Office specifically Excel
- Knowledge of Salesforce software an asset
- Excellent written and verbal communication
- Excellent analytical, time management and organization skills
- Superior attention to detail
- Excellent leadership, communication, and analytical skills
- Ability to handle strict deadlines and work under pressure
- Professional, responsive, and positive work attitude
- High respect for confidentiality and a high level of sound and independent judgement, reasoning, and discretion
About Plan Group
Plan Group is a dynamic construction company that believes working together makes anything possible.
Since 1955 we've worked with our clients to help design, build, integrate and maintain some of the most innovative and noteworthy spaces in Canada. We started as a boutique electrical firm and today we're growing into a global player in the electrical, mechanical and ICAT industries. What's more, we're expanding into service and facilities management with the help of our friends at Bouygues Energies & Services Canada.
By working together—mechanical, electrical, technology and facilities management—we are able to deliver results we all can be proud of.
Plan Group est une entreprise de construction dynamique qui croit que travailler ensemble rend tout possible.
Depuis 1955, nous travaillons avec nos clients pour aider à concevoir, construire, intégrer et entretenir certains des espaces les plus novateurs et remarquables au Canada. Nous avons commencé en tant qu'entreprise électrique boutique et aujourd'hui, nous sommes en train de devenir un acteur mondial dans les secteurs électrique, mécanique et ICAT. De plus, nous nous développons dans la gestion des services et des installations avec l'aide de nos amis de Bouygues Energies & Services Canada.
En travaillant ensemble - mécanique, électricité, technologie et gestion des installations - nous sommes en mesure de produire des résultats dont nous pouvons tous être fiers.
ECRA / ESA 7004188
ECRA/ESA 7004188