Project Accounting Specialist

Responsibilities

• Assign project numbers for new entries in Customer Relationship Management (CRM) and set up project numbers with open SharePoint sites; send details to the Project Manager.
• Obtain Sales Tax Exemption certificates for new customers or vessels.
• Open and close projects in the Jamis Prime ERP system (Prime) and maintain project documentation, including customer purchase orders and prejob budgets.
• Set up project budgets in Prime, run the Cost Summary Report to confirm accuracy, and update budgets as work scopes change.
• Coordinate with other facilities for shared projects, including confirming item set-up and budgets.
• Assist Project Managers with ongoing project reporting, cost review, and cost correction, including preparing Earned Value Reports for fixed-price projects.
• Monitor actual costs against budgeted costs and notify Project Managers of potential issues.
• Respond to customer requests for additional information and attend project meetings as needed.
• Process customer billings using Prime and Microsoft Excel; for Time & Material (T&M) and Cost-Plus projects, accumulate supporting documentation (e.g., signed timesheets) to attach to invoices.
• File customer billings with appropriate backup in SharePoint and Prime.
• Process revenue for month-end and document revenue calculations.
• Contact customers to collect outstanding invoices and assist with customer questions.
• Attend weekly collections meetings to update management on the status of unpaid invoices.
• Assist in the preparation and update of Project Cash Flow forecasts.
• Perform other duties as assigned.

Requirements

• High school education or equivalent; some college courses in business, Accounting, or Finance preferred.
• Five years of billing, accounting, or equivalent experience required; experience in an environment using Job Cost Accounting preferred.
• Computer literate with advanced skills in Microsoft Office (Word, Excel, Outlook) and experience with accounting software.
• Excellent interpersonal and communication skills.
• High performance and a strong team player with a commitment to company values.
• Ability to function under pressure in a fast-paced environment and meet deadlines.

Working Conditions

• Mobility to work in a standard office setting, use standard office equipment, and attend meetings at various sites.
• Mobility to climb up and down stairs as needed throughout the day.
• Ability to work every weekday from 8 am to 5 pm and on weekends as needed.
• Strength to lift and carry materials weighing up to 20 pounds.
• Vision to read printed materials and a computer screen, including the ability to look at a computer for at least eight hours daily.
• Hearing and speech to communicate in person and over the telephone.
• Regular exposure to all weather conditions, especially hot, humid, and rainy weather, combined with indoor work in environmentally controlled conditions.

Skills

• Proficient operation of office equipment, including telephone, scanner, computer, and printer.