AIA Billing Specialist

Location: Sarasota, FL

About the Role

PDS Tech Commercial is partnering with a respected leader in the full-service plumbing contractor industry to find an experienced AIA Billing Specialist. In this role, you’ll play a critical part in keeping commercial plumbing projects financially healthy and payments moving on schedule. You’ll manage AIA-format billing, track progress and retention, coordinate lien waivers, and collaborate with project managers, general contractors, and owners to ensure accurate and timely payment.

Responsibilities

• Prepare and submit AIA G702 Application and Certificate for Payment and G703 Continuation Sheet billing documents.
• Track project Schedules of Values (SOV) and update percent-complete billing each pay period.
• Calculate, track, and manage retention withholding and release according to contract terms.
• Prepare and track conditional and unconditional lien waivers required for payment.
• Coordinate with project managers and superintendents to verify completed work and materials stored on-site or off-site.
• Submit billing packages through general contractor, owner, and client portals such as Textura, GCPay, and Procore.
• Monitor approval status and follow up on outstanding pay applications.
• Research and resolve billing discrepancies with general contractors and owners.
• Reconcile subcontractor and change-order billing against approved contract values.
• Maintain accurate project billing records and supporting documentation for audits.
• Monitor construction-related accounts receivable and escalate past-due payments.
• Prepare monthly, quarterly, and year-end billing and WIP (Work-in-Progress) reports.
• Ensure billing practices comply with contract requirements, applicable lien laws, and company policies.
• Partner closely with internal project teams to proactively identify and resolve payment issues.

Requirements

• High school diploma required.
• 2+ years of experience preparing AIA billing (G702/G703) in a construction, subcontractor, or skilled-trades environment.
• Working knowledge of:
  • Schedules of Values
  • Retention
  • Change orders
  • Lien waivers
  • Progress billing
• Strong Excel skills, including pivot tables, VLOOKUP, and basic formulas.
• Proficiency with accounting or ERP software such as QuickBooks, Sage 300 CRE, Foundation, or similar systems.
• Excellent attention to detail and a high level of accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple projects, priorities, and billing deadlines simultaneously.
• Proactive problem-solving skills and the ability to resolve payment issues effectively.

Preferred Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Experience with construction billing platforms such as Textura, GCPay, or Procore.
• Previous experience in commercial plumbing, mechanical, or specialty-trade subcontracting.
• Familiarity with construction lien law requirements in Florida.
• Experience with CRM or ERP systems used for project accounting.
• Experience preparing or reviewing WIP reports.

Pay

$26.00 per hour

Schedule

Monday to Friday, 8:00 AM to 4:30 PM

Benefits

• Medical, dental, and vision insurance
• Life insurance
• Short-term disability
• Additional voluntary benefits
• Employee Assistance Program (EAP)
• Commuter benefits
• 401K plan
• Paid leave, including Paid Sick Leave or any other paid leave required by Federal, State, or local law
• Holiday pay where applicable