Billing Specialist

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people.

If you’re looking to make an impact, we’re glad you’re here. At Meriton, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way.

Reports To: Accounts Receivable Manager

FLSA Status: Non-Exempt

Location: Shared Services Office, Irving, TX (Hybrid)

Summary:

The Billing Specialist is responsible for ensuring timely, accurate, and compliant billing of parts, services, and equipment. This role supports operational teams by generating invoices, resolving billing discrepancies, and maintaining adherence to established SLAs and compliance controls. The ideal candidate is detail-oriented, deadline-driven, and proactive in identifying process improvements to drive efficiency and accuracy within the billing cycle.

Essential Duties and Responsibilities:

• Post billing across different functions among the business that includes parts, service, and equipment.
• Generate invoices based on completed service or parts tickets.
• Address and resolve billing exceptions or missing data.
• Rebill or correct invoices as needed.
• Communicate regularly with project managers and service teams to ensure completeness.

• Run and validate weekly billing reports to ensure accuracy.
• Monitor and manage the billing backlog and aged receivables due to billing issues resolving discrepancies in a timely manner.

• Assist with month-end close processes, including billing accruals and reconciliations.
• Validate and reconcile deferred revenue entries.
• Reconcile billed revenue with the general ledger and support posted invoice validation.
• Support internal/external audit requests (SOX or financial audits).
• Maintain detailed audit trails and proper segregation of duties in compliance with SOX.

• Participate in process enhancement and automation efforts.
• Assist with onboarding new operating companies or team members.
• Investigate and resolve escalated disputes or exceptions.

• Maintain accuracy and security of customer and financial data.
• Upload supporting documentation to billing management systems.
• Engage in required training refreshers to maintain compliance and system proficiency.

• Minimum of 2+ years of billing or accounting experience
• Experience in Microsoft Dynamics 365 F&O and CRM is preferred
• Familiarity in Avalara (tax compliance and calculations) is a plus
• Familiarity with ticketing systems (Service Now, Zendesk, Microsoft ticketing)
• Understanding of lien filing and waiver processes (conditional & unconditional)
• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)

The work environment is typically moderate in noise and standard corporate office conditions. The position may require occasional travel. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.