Summary: The project accountant is a full time, in office position that reports to the financial controller. The position will support project managers by setting up new clients, projects, project files, and preparing their monthly client invoices. The position will also work closely with the financial controller on client invoicing and invoice posting, as well as, maintaining accounts receivable records. When necessary, this position will backup front office and project administrator responsibilities.
Duties and Responsibilities:
Setup/maintain clients, projects, budgets and billing terms in Deltek software for accurate invoicing.
Create new project folders on appropriate team network drives.
Maintain neat and orderly project files per team leader specifications.
Process client invoices by working with project managers and following instructions and billing terms on Project Information Forms (PIFs) and purchase orders.
Accounts receivable management. Post payments from clients, follow up on past due accounts, document client responses, and work with controller to settle accounts.
Complete project closeouts.
Occasional office errands, such as delivering drawings, picking up supplies, or sending packages.
Provide certificates of insurance to clients by working with insurance carrier.
When necessary, backup project administrator by scanning drawings, creating spec books, and other project manager needs.
When necessary, back up front office staff by answering phones, sending packages, sorting mail, making bank deposit, and greeting visitors.
Notarize lien waivers and pay applications when necessary.(Willingness to become a notary).
Perform other duties as assigned to include cross training with other positions.
Required Skills:
Strong interpersonal and customer service skills. Maintains a professional, courteous, and respectful relationship with clients and team members. Uses good judgement and problem-solving skills. Works well independently and in a team environment. Strong attention to detail and can plan, organize, and prioritize tasks and duties in an efficient manner. Proficient in Microsoft Excel. Strong computer and math skills related to data entry, reconciliations and problem solving. Basic understanding of financial accounting concepts such as general ledger, month end procedures, and posting periods.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer with periods of standing. Must be able to lift up to 15 pounds at a time.
Education and Experience:
Associates degree in business, accounting or related field preferred, as well as, billing and accounts receivable experience in a professional industry. Minimum of two years of similar experience required.