SUMMARY:
The Staff Accountant will play a key role in the Finance Department to help drive process improvements within the billing team (billing system, project level detail, streamlined processing, etc.), own the end-to-end billing process, business support model, systematic solution and oversee the company's ERP implementation. Formalization of the project accounting function is an area of focus for our company and this role will materially contribute in shaping this function. The Staff Accountant is responsible for ensuring accurate billing according to the client contract that includes various types of invoicing. The accountant will need to balance activities and responsibilities with improving processes, challenging the status quo, and finding ways to impact the bottom line. The accountant will focus on team goals, process improvement and improving the workflow model in the billing and project financial management model.
DUTIES AND RESPONSIBILITIES:
Project/customer setup function. Project invoicing and accounts receivable processing, collection/dunning customers. Work with operations coordinators to improve the company collection practices minimizing past due accounts receivables.
Accounting Operations Support: Facilities communication and standardization between accounting operations and client's teams, between account operations teams, and within and across other areas in the Company
General accounting: processing ACH/wires, journal entries, balance sheet account/detail analysis (unbilled), participate in the weekly cash forecasting process
Project level P&L reviews are essential to identify ways of improving profitability on a timely basis
Understand operations contracts to ensure operations are within the bounds of the terms of the contract
Month End Close: Ensuring internal deadlines are met, driving internal controls; ensuring accurate billing is in line with our contractual terms, balance sheet reconciliations, etc.
Participate in the Financial Planning cycle.
Understand company workflows and processes in order to take a key role in implementing a new ERP system for the company, which entails the following stages:
Business requirement analysis and ensuring ERP configuration meets business requirements.
Implementing improved workflows, processes and procedures. Leverage the simplicity/efficiency of the ERP so we are able to migrate more of the project setup/billing from central finance to the operations coordinators.
Testing
End user training
Data conversion
Go live
Performs other duties as assigned to by management
SUPERVISORY RESPONSIBILITIES:
Directly supervises 1-3 employees within the Finance and Accounting department(s).
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
QUALIFICATIONS:
Accounting degree
Project Accounting experience
In depth experience in transaction processing: billing, collections, A/P, working with customers and vendors
Project management
Book close experience
FP&A experience
COMPETENCIES:
Analytical
– Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs work flows and procedures.
Problem Solving
– Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Project Management
– Develops project plans; coordinates projects; communicates changes and progress; completes projects on time and budget; manages project team activities.
Customer Service
– Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
Interpersonal Skills
– Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things.
Oral Communication
– Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
Written Communication
– Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
Teamwork
– Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed.
Delegation
– Delegates work assignments; matches the responsibility to the person; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results.
Managing People
– Includes staff in planning, decision-making, facilitating and process improvement; takes responsibility for subordinates' activities; makes self available to staff; provides regular performance feedback; develops subordinates' skills and encourages growth; solicits and applies customer feedback (internal and external); fosters quality focus in others; improves processes, products and services.; continually works to improve supervisory skills.
Planning/Organizing
– Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
Professionalism
– Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.
Dependability
– Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.
Diversity
– Demonstrates knowledge of EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a harassment-free environment; builds a diverse workforce.
Ethics
– Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand
Occasionally required to walk
Frequently required to sit
Continually required to utilize hand and finger dexterity
Frequently required to talk or hear
Frequently utilize visual acuity to operate equipment, read technical information, and/or use a keyboard
Occasionally required to lift/push/carry items less than 25 pounds
EQUIPMENT
Computer and/or tablet and other office productivity machinery, such as a copy machine, scanner, and computer printer
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
