Overview
This role is responsible for supporting the finance department by managing various accounting functions including billing, processing invoices, maintaining financial records, preparing reports, payroll, and other administrative tasks. The position requires attention to detail, strong organizational skills, and proficiency in accounting software and tools.
Duties
Invoice Preparation & Management:
- Prepare detailed invoices based on contract terms, change orders, progress billing, and completed work.
- Ensure that all charges are accurate and reflect the scope of the project, including labor, materials, and subcontractor costs.
- Generate and send invoices to clients based on monthly billings and completion of work.
Billing Cycle Management:
- Manage the billing cycle to ensure timely invoicing, follow-up, and collections.
- Track progress on each project and ensure invoicing is aligned with the project timeline and milestones.
- Reconcile billing discrepancies and correct errors as needed.
Communication with Project Managers & Clients:
- Collaborate with project managers to gather project data, including labor hours, material costs, and other billable items.
- Serve as the primary point of contact for clients regarding billing inquiries, concerns, and clarifications.
Cost Tracking & Reporting:
- Maintain accurate records of project costs, including labor, materials, equipment, and subcontractors.
- Provide reports on project financial status to internal teams and clients.
- Monitor outstanding accounts and ensure timely payment by clients.
Change Orders & Adjustments:
- Process change orders and adjust invoices accordingly based on scope changes, contract modifications, or additional work.
- Ensure that change orders are documented and approved.
Compliance & Documentation:
- Ensure compliance with company billing policies, client contracts, and relevant regulations.
- Maintain accurate and organized documentation of invoices, contracts, purchase orders, and change orders.
- Keep up-to-date with industry standards and regulations related to construction billing.
Other Accounting Tasks
- Assist in allocating monthly credit card charges to jobs and/or departments.
- Serve as the backup role for other accounting tasks.
Skills & Qualifications
Education: High school diploma or equivalent (Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred).
Experience: 2-5 years of experience in accounting or bookkeeping preferred.
Skills:
- Proficiency in accounting software (e.g. Viewpoint)
- Experience using Microsoft Office products
- Strong attention to detail and accuracy.
- Good communication skills, both written and verbal.
- Strong organizational skills and the ability to manage multiple tasks.
- Basic understanding of accounting principles.
Benefits:
Ability to Commute:
- Charlotte, NC 28216 (Required)
Ability to Relocate:
- Charlotte, NC 28216: Relocate before starting work (Preferred)
Work Location: In person
