Project Accountant

3 weeks ago


Pleasanton, California, United States DAHLIN Architecture | Planning | Interiors Full time

Job Summary

DAHLIN Architecture | Planning | Interiors is seeking a skilled Billing Specialist/Project Accountant to join our team. As a key member of our accounting team, you will be responsible for the monthly client billing process, ensuring accurate and timely billing for projects. You will also serve as a primary contact to address and resolve project billing issues, ensuring compliance with client and company billing standards and policies.

Key Responsibilities

  • Develop and maintain strong relationships with project administrators, managers, consultants, and principals.
  • Prepare monthly draft invoices, with all applicable billing backup, for distribution to project managers.
  • Request and process forms such as Certificate of Insurance requests, lien releases/waivers, and other billing documentation requirements.
  • Research and resolve any unbilled project WIP, billing discrepancies, or issues, clients billing questions, or direct them to Project Management when appropriate.
  • Maintain billing folders for all projects, with all the appropriate documents, including expenses, consultant invoices, and monthly invoices, in accordance with Company procedures.
  • Follow up on Client outstanding invoices, documentation in Ajera of collection efforts.
  • Participate in Monthly Accounts Receivable Review/Cash Projection meeting.
  • Record Client receipts in Ajera, scan payments for remote deposit capture, and update Cash Flow Projection spreadsheet.

Requirements

  • Three or more years of project billing experience, preferably within the A/E industry.
  • General knowledge of project cost accounting and Work-in-Process.
  • Exceptional organization and planning skills to meet deadlines.
  • Excellent writing and communication skills.
  • Strong computer skills (MS Word, Excel, Outlook).
  • Deltek Ajera Software Preferred.
  • Bachelor's Degree in Finance/Accounting, or equivalent experience + certificate(s) in Finance/Accounting.

What We Offer

  • Excellent benefits, including medical, dental, and vision coverage.
  • Pre-tax Flexible Spending plans for medical, childcare, and commuter expenses.
  • Employee Stock Ownership Plan.
  • 401k.

About Us

DAHLIN is an award-winning architecture, planning, and interiors firm practice of 190+ multi-cultural professionals located throughout the Western United States. We offer more than 45 years of experience building communities where we live and work, driven by the vision of creating places that promote human fulfillment and well-being.



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