SUMMARY
Responsible for setting up, billing, and monitoring the progress and variance of projects.
PRIMARY RESPONSIBILITIES
- New customer and job setup
- Bill, invoice, and maintain project-related records, including contracts and change orders
- Confer with project managers to review billings, change orders, contract amounts, and estimates for all projects, including investigating project variances
- Report to management on opportunities for additional billings or project savings
- Maintain lien waivers and other legal paperwork related to projects
- Respond to requests for additional detail from customers and/or project managers
- Perform monthly closing activities related to work-in-progress (% complete) accounting
- Close out projects upon completion
- Analyze and reconcile various balance sheet accounts
- Other entity and third-party platform setup and maintenance
ADDITIONAL RESPONSIBILITIES
- Analyze processes and procedures for potential improvement
- Assist with month-end and year-end financial statements
- Assist with year-end CPA audits and other tasks as assigned
- Assist with the reporting and remittance of sales and use tax
- Participate in ongoing training and education on ERP systems
KNOWLEDGE AND SKILL REQUIREMENTS
- Bachelor’s degree in Accounting required
- 5–10 years of experience preferred
- Job cost and work-in-progress experience preferred
- Highly organized with strong attention to detail and problem-solving skills
- Strong time, task, and priority management skills
- Team-oriented, teachable, and trainable
- Excellent written and verbal communication skills
- Working knowledge of Microsoft Office Suite, including Outlook, Excel, Word, and Teams
- Construction industry and Vista ERP system experience preferred
WORKING CONDITIONS
- Monday–Friday, in-office work schedule (7:00–4:00 or 8:00–5:00)
- Business casual dress code