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Project Financial Coordinator
- Dallas, Texas
- Regular, Full Time
- Job ID 28637BR
- United States
Job Description
General Responsibilities:
Under general supervision, prepares timely and accurate billing for designated projects in accordance with contractual agreements, accounting standards, internal controls, and within defined billing cycles or client deadlines, ensuring that all billing is internally approved and sent to clients on schedule, attaching all necessary backup.
Essential Roles and Responsibilities:
Project Setup, Review and Maintenance
- Review the project registration compared to contract, PO, and standard client required information, updating as required. This includes, but is not limited to, validating the following:
- Billing type, billing requirements, fee schedule, required pay applications or online portals,backup documentation, weekly reporting,
- Project Budgets
- Executed contract received, marked in PX, and filed in project folders
- Verify payment terms,PO or contract numbers are entered
- Add executed change orders to the system
- Alert PM’s to potential budget overages, write downs,and/or Unrecognized Revenue during billing schedule.
- Create and maintain electronic project files related to financialdocumentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal approvals. Additionally, manage other files crucial for facilitating project financial document management. Apply company quality assurance guidelinesand procedures for project document management and retention.
Billing/ WIP Management
- Maintain billing schedule for all projects per contract terms or per schedule arranged with Financial Manager.
- Initiate billing for all eligible projects per schedule.
- Create draft invoices per client billing requirements; send for review and approval to PM’s and additional parties as required by account.
- Finalize invoices in the billing platform and submit invoice packages, including cover pages, applications for payment, lien waivers, and other applicablebackup per client billing requirements. Distribute invoices to external clients through various distribution platforms e.g., mail, email, and client portal uploads.
- Process WIP removals when appropriate or as requested.
- Research and resolve routine and non-routine billing questions and discrepancies following standard operating procedures.
Collections
- Perform routine collections efforts which could include phone calls or emails.
- Add notes in the collections tool for all collection activities including specifics on invoice submission, expected payment dates, and both internal and external follow-up communications.
- Collaborate with Project Managers, Operational Finance, Corporate Collections, and direct supervisor to resolve outstanding AR issues.
Requirements:
- High School diploma or equivalent
- Minimum 3 years’ accounting related experience.
- Associate’s degree preferred.
- Valid driver’s license with acceptable violation history.
About Terracon
Terracon is a 100 percent employee-owned multidiscipline consulting firm comprised of more than 6,000 curious minds focused on solving engineering and technical challenges from more than 175 locations nationwide. Since 1965, Terracon has evolved into a successful multi-discipline firm specializing in environmental, facilities, geotechnical, and materials services. Terracon’s growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities in the marketplace.
Terracon’s vision of “Together, we are best at people” is demonstrated through our excellent compensation and benefits package. Based on eligibility, role and job status, we offer many programs including medical, dental, vision, life insurance, 401(k) plan, paid time off and holidays, education reimbursement, and various bonus programs.
EEO Statement
Terracon is an EEO employer. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment, or any employee because of race, color, religion, national origin, age, sex, sexual orientation, gender identity, gender, disability, age, or military status.