Regional Finance Coordinator

Overview

Coordinate project billing, collections, and procurement for an engineering consulting firm.

Key Responsibilities

• project registrations
• change orders
• invoice processing
• collections
• budget management
• document management

Tasks

-May be responsible for new project registrations or timely review of project registrations completed outside the Regional Finance team, ensuring information matches with contract, purchase order and standard client required information. -Add executed change orders to the system -Writing draft checks from office checkbooks. -When no response from PM during billing timeframe, send email reminders and escalate as required to meet deadlines and financial metrics. -Alert Project Managers to potential budget overages, write downs, and/or Unrecognized Revenue during billing schedule. -Research and resolve routine and non-routine billing questions and discrepancies following standard operating procedures. -Perform routine collections efforts which could include phone calls or emails. Communicate with clients regarding past due invoices. -Fill out onboarding forms for new suppliers not currently in procure to pay system. -Follow up on all invoices open past terms/ average days paid. -Assist with budget management. -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. -Be responsible for maintaining quality standards on all projects. -Collaborate with Project Managers, Operational Finance, Corporate Collections, and direct supervisor to resolve outstanding AR issues. -Follow safety rules and practices and other safety requirements for all projects. Participate in pre-task planning. Report any safety issues or concerns to management. -Review all non-PO backed invoices, add project information, and approve invoices. -Finalize invoices in the billing platform and submit invoice packages, including cover pages, applications for payment, lien waivers, and other applicable backup per client billing requirements. Distribute invoices to external clients through various distribution platforms e.g., mail, email, and client portal uploads. -Create draft invoices per client billing requirements; Send for review and approval to PM’s and additional parties as required by account. -Maintain billing schedule for all projects per contract terms or per schedule arranged with Regional Financial Manager. -Initiate billing for all eligible projects per schedule. -Perform CMELMS responsibilities assigned to regional finance staff. -Assist with opening/closing tasks as needed. -Create and approve requisitions for all goods and services, document receipt, and ensure accuracy of project information on invoices. -Process WIP removals when appropriate or as requested. -Create and maintain electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal approvals. -Apply company quality assurance guidelines and procedures for project document management and retention.

Requirements

• driver's license
• detail oriented
• problem solving
• communication
• associate degree
• experience

What You Bring

-Valid driver’s license with acceptable violation history. -Excellent attention to detail and problem-solving skills. -Strong communication and coordination abilities. -Associate’s degree with a minimum of 2 years’ related experience. Or in lieu of a degree, a minimum of 4 years’ related experience.

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Benefits

-Per Diems/Cash Advances. -Office credit card reconciliations in expense report portal.

About Terracon

-The company’s expertise spans a wide range of sectors, including industrial, infrastructure, energy, and residential, to name a few. -Engineers and scientists work on diverse projects from designing foundations for skyscrapers to providing environmental assessments for infrastructure developments. -They are involved in large-scale projects across the United States, helping to shape cities, improve infrastructure, and protect the environment. -Known for their innovation and commitment, leveraging cutting-edge technologies and deep technical expertise to solve complex challenges in construction and environmental sectors. -The firm’s multidisciplinary approach allows them to offer solutions that integrate geotechnical, environmental, and construction disciplines in a seamless manner.

Sector Specialisms