Project Accounting Specialist

Telaid, a provider of technology deployment solutions to multi-site companies for over 40 years, is seeking a Project Accounting Specialist who is looking for an opportunity to join a team for a growing, privately held Company. If you are a fiancial professional who takes pride in providing superior customer service to our clients, business partners, vendors, and fellow team members, then Telaid has a great opportunity to share with you. The purpose of this role is to collaborate with our project management team to ensure timely and accurate client billing.

Responsibilities

• Work with Project Managers and others to obtain timely and accurate information for monthly billings.
• Assist in proactively getting project budget and billing information into finance software
• Generate invoices to customers using various software packages.
• Follow up with customers on all billing related issues.
• Apply payments to customer accounts.
• Reconcile discrepancies with customer records.
• Run and review credit reports for any new customers to determine credit limits.
• Use accounting software to generate periodic reports.
• Assist in Monthly (or more frequent) Project review meetings with Project Management Team to discuss gain/fade and trends.
• Research and answer specific questions from Project Management about project cost and revenue transactions

• Assist in regular review of all open accounts for possible collection efforts.
• Resolve client billing problems and delinquencies in a timely manner.
• Identify issues attributing to account delinquency and discuss with management.

Experience & Education

• Must process a High School Diploma or equivalent. (Associates or Bachelor’s degree is preferred)
• Minimum of 2 years of billings and collections experience.
• GL Accounting experience desired
• Strong communication, problem solving and analytical skills.
• Ability to work independently and excel in a fast paced, multi-tasking environment.
• Proficiency in Microsoft Office including Excel and Word.
• Strong attention to detail.
• Creative, self-disciplined and capable of identifying and completing critical tasks independently and with a sense of urgency.
• Proficiency in MS Office with strong Excel skills.
• Knowledge of Crystal Reports, Microsoft PowerBI, and SQL helpful.
• Experience working with ERP systems and modules, including standard and customer reporting is a plus.
• Knowledge of and experience with PMI project management methodology (process groups, knowledge areas and processes) is a plus.
• Experience with ServiceNow, Acumatica, and Sage 300 financial software desirable.

Experience in a project accounting environment also desirable