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Manager, Financial Planning and Analysis

4 months ago

Folsom, United States Trimark Associates, Inc. Full time

**The Opportunity**:
Join our Finance team where you will support accounts payable, invoicing and corporate collections, month end close process, and special projects.

**The Team**:
You will report to our Principal Accountant and work collaboratively with a small team of 3-5 finance professionals. You will also work with our vendors, clients, and internal departments both in person and virtually.

**The Environment**:
This is an office-based role in our Folsom, CA headquarter location. You will work primarily onsite in a controlled office environment. This role provides hybrid flexibility for up to two remote work days per week.

**Growth & Development**:
This role will afford you the opportunity to work alongside finance professionals to expand your accounting knowledge, refine your business communications, and learn more complex accounting functions. We are truly looking for someone who would like to learn and grow with the company in every way and are excited to get the right person in place to help us get to the next level

**Your Key Contributions**:

- Sets up new vendors and maintains vendor records in the accounting system. Performs trade credit background checks for new vendors. Handles vendor inquiries and problem resolution.
- Receives, enters, and posts vendor bills. Anticipates bills and follows up with vendors for missing/late invoices.
- Heavy Accounts Payable, including monitoring of aging and employee expense reports, pays bills via weekly check runs, EFT and credit cards.
- Ensure compliance with purchase orders, travel and business expense policies
- File and pay all commercial and sales taxes; manages the annual 1099 process.
- Prepare, send, and post customer invoices, including use of several customer invoicing portals
- Communicate with internal teams to ensure invoices are sent out promptly
- Accounts receivable, including monitoring of aging reports and follow up with customers for past due balances
- Set up and maintain customer records, projects, and sales orders in the accounting system
- Prepare and send lien waivers
- Post activity and reconcile monthly statements for bank deposit, loan accounts, and credit cards.
- Maintain the Fixed Asset Module (FAM) in NetSuite (fixed/intangible, disposals and posting of monthly depreciation/amortization expense).
- Analyze and posts journal entries (payroll, direct & indirect cost allocations, prepaids and deposits, and other accrual accounting transactions).
- Month end GL reconciliation for assigned accounts
- Assist Controller with year-end audit, annual budgeting and other financial planning exercises
- Maintain documented procedures

**Traits for Success**:

- Bachelor's Degree in Accounting or equivalent years of experience
- 2+ years of experience working in accounting
- Knowledge of accrual accounting and Generally Accepted Accounting Principles (GAAP)
- Understanding of revenue recognition rules
- Proficiency with MS Office
- Strong written and spoken communication skills
- Strong customer service skills
- Strong organizational and accuracy skills
- BONUS: Experience working with NetSuite ERP
- BONUS: Experience in project-based accounting
- We're not perfect (no one is) If your skillset is a bit different than what we've identified but you share our passion for renewable energy and believe you can make a valuable contribution to the role we'd love to learn more about you_

**Getting to Know Us**:
Top applicants will be invited to an introductory call with one of our talent team members so we can share some background with you and understand what intrigues you about this opportunity. The hiring team will select from our talent pool for a virtual face-to-face conversation with our Controller, followed by an onsite meeting with the team you will collaborate with on a day-to-day basis.

**Trimark**:
Trimark is an industry leader in the movement towards a greener grid and a cleaner future. We enable a carbon-free electric power system by securely delivering control, metering, communication and revenue/performance optimization solutions for independent power producers and utilities.

Our products and services are at the forefront of generating dispatchable power from renewable plants by combining the intermittent renewable resource with energy storage. Our team designs systems from concept to commissioning, including system and network architecture, software development, component assembly, technology configuration, installation, testing, certification, ongoing support, and maintenance.

**Our Community**:
We are passionate about creating a sustainable future through advanced technology and innovative ideas. Our teams are collaborative, dedicated, and approach each challenge with curiosity and a sense of humor.

INTEGRITY - INTELLECTUAL CURIOUSITY - TRANSPARENCY

INNOVATION, COMPETENCE, & ONTIME DELIVERY

MAINTAINING WORK LIFE SYNERGY - EFFECTIVE COMMUNICATION

**Employee Support & Benefits**:
Work-Life Synergy

Medical Insurance