SUMMARY
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
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