Regional Finance Representative

Responsibilities

• Prepare routine billing for designated projects in accordance with contractual agreements, accounting standards, internal controls, and within defined billing cycles or client deadlines; ensure all billing is internally approved and sent to clients on schedule with necessary backup.
• Assist with timely review of project registrations (both inside and outside the Regional Finance team) to ensure information matches contracts, purchase orders, and standard client requirements.
• Assist with opening/closing tasks as needed; add executed change orders to the system.
• Maintain assigned electronic project files related to financial documentation, including contracts, work authorizations, budget tracking, payment applications, client invoices, and internal approvals.
• Apply company quality assurance guidelines and procedures for project document management and retention.
• Assist Regional Finance team members with maintaining the billing schedule for all projects per contract terms or arranged schedules.
• Initiate billing for all eligible projects; generate draft invoices per client billing requirements and send for internal review and approval.
• Escalate billing issues if no response from Project Managers during the billing timeframe.
• Finalize invoices in the billing platform and submit invoice packages, including cover pages, applications for payment, lien waivers, and other applicable backup per client requirements.
• Distribute invoices to external clients via mail, email, or client portal uploads.
• Assist with CMELMS responsibilities assigned to regional finance staff.
• Perform routine collections efforts, including phone calls or emails to clients regarding past due invoices; document all collection activities in the collections tool.
• Follow up on all invoices open past terms/average days paid; collaborate with Project Managers, Operational Finance, Corporate Collections, and direct supervisor to resolve outstanding AR issues.
• Complete onboarding forms for new suppliers not currently in the procure-to-pay system.
• Create requisitions for all goods or services purchases.
• Create receipts for invoices once goods or services are received and verified.
• Perform office credit card reconciliations in the expense report portal.
• Follow safety rules and practices; participate in pre-task planning and report any safety issues or concerns to management.
• Maintain quality standards on all projects.
• Perform other duties as assigned.

Requirements

• Associate’s degree in a related field or a high school diploma or equivalent plus a minimum of 2 years’ accounting-related experience.
• Attention to detail and accuracy.
• Good communication skills for internal coordination.
• Ability to follow instructions and meet deadlines.
• A valid driver’s license with acceptable violation history may be required.