Project Accountant

RESPONSIBILITIES:

• AIA billing and collections
• Use of portals such as EBuilder (Trimble), Procore, Textura and Pemiere to perform job related functions
• Cost entry and management of material purchases and subcontractors
• Processing of credit card payments
• Processing of certified payroll and labor reports - preferred
• Handle requests for certificate of Insurance(COI)
• Overall accounting functions
• Process AP check payments
• Monitor project costs, committed costs, labor, equipment, subcontractors, and materials.
• Review and analyze job cost reports to identify cost overruns, trends, and potential risks.
• Work with Project Managers to prepare monthly cost-to-complete and revenue forecasts.
• Track project performance against budget and profitability targets.
• Prepare and process customer billings, including progress billings, AIA billings, time and material billings, and change order billings.
• Review contracts to ensure billing complies with customer requirements and contractual terms.
• Track accounts receivable and assist with collections activities.
• Support revenue recognition processes in accordance with company policies and accounting standards.
• Review project contracts, subcontract agreements, and purchase orders.
• Monitor approved and pending change orders to ensure accurate project financial reporting.
• Maintain contract logs and ensure proper documentation of project financial transactions.
• Support project compliance with contractual and regulatory requirements.
• Review and process supplier and subcontractor invoices.
• Verify invoice coding and allocation to appropriate projects and cost categories.
• Assist with subcontractor payment processing, lien waiver tracking, and compliance documentation.
• Reconcile project-related vendor accounts as needed.
• Prepare monthly project financial reports and variance analyses.
• Provide Project Managers with timely financial information to support decision-making.
• Analyze project margins, productivity metrics, cash flow, and work-in-progress (WIP) schedules.
• Assist with monthly, quarterly, and year-end financial closing activities.
• Maintain accurate WIP schedules for HVAC and plumbing projects.
• Review project costs and percentage-of-completion calculations.
• Assist management with forecasting project revenues, costs, and gross margins.
• Identify and address underbillings, overbillings, and project risks.
• Ensure compliance with company policies, accounting standards, and internal controls.
• Support internal and external audits.
• Maintain accurate project documentation and financial records.
• Assist with bonding, insurance reporting, and other construction-specific compliance requirements.

MINIMUM AND/OR PREFERRED QUALIFICATIONS: 

EDUCATION:

• High School Diploma or GED equivalent
• Bachelor's degree in Human Resources, Accounting, Finance, Business, or a related field required.

 EXPERIENCE:  define # of years needed in the area of expertise and/or management

• Sage 300 experience - preferred
• Processing of certified payroll and labor reports - preferred
• 3+ years of accounting experience, preferably in construction, HVAC, mechanical contracting, or plumbing industries. - preferred
• Experience with job costing, WIP reporting, and project-based accounting. - Required
• Knowledge of AIA billing and construction contract administration preferred. - Required

CERTIFICATES, LICENSES, REGISTRATIONS:

SKILL REQUIREMENTS:

• Strong analytical and problem-solving skills.
• Excellent organization and attention to detail.
• Ability to manage multiple projects and deadlines simultaneously.
• Strong communication and collaboration skills.
• Ability to work effectively with project teams and operational leadership.
• High level of integrity and confidentiality.

PHYSICAL DEMANDS

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

WORK ENVIRONMENT:

This job operates in an office environment. Must be able to sit for extended periods of time.  

REASONABLE ACCOMODATION:

Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations.  

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.  Employees understand the above job description and agree to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employees understand the Company reserves the right to delegate, remove, expand or change all responsibilities. Employees acknowledge that he/she can fulfill the above duties with or without reasonable accommodation.