ABOUT US:

We are a nationally ranked, safety-focused, and talent-driven organization focused on delivering project management services through tailored delivery models. Our strength is our ability to match a delivery model to specific project needs, making the construction process feel easy.

Our foundation is built on our people, culture, and values. Our teammates come first. We support each other through successes and failures and respect each other's ideas and opinions. We are a people-first company. We know there is always a way to do it better, so we seek and nurture curious minds with a desire to solve problems and move forward by being creative and curious together. We celebrate each other's successes and acknowledge hard work, because we know our people are the backbone of our success. #BetterTogether!

Leading with safety is our no. 1 priority. We believe it is a fundamental human right to have a safe workplace, so we dedicate ourselves to creating safe environments for our people and everyone we do business with.

In addition to a positive atmosphere, a happy, healthy, and supportive work environment is especially important. Upon joining CSM Group we will provide you with a robust onboarding program to expose you to broad aspects of the organization by meeting with operations, business leaders and peers to better understand how we operate.

We invest considerable time and effort in selecting the right people for our team. We equip them with the tools necessary to provide superior service for our clients. We do this by utilizing StrengthsFinder2.0 and DISC assessment tools to help our people to understand themselves and their teammates and how they work. Along with ongoing training opportunities, team-building activities, wellness programs and an annual company Summit we are dedicated to helping our people by investing in their future. This is where you come in…

SUMMARY:
The Project Financial Manager (PFM) is an integral member of the project team who works closely with internal teammates and is responsible for project coordination with an emphasis on accounting and budget administration. The PFM is a working leader who will manage a team of 3-5 people who handle the administrative function of the project delivery process and construction activities, including document and information distribution, monitoring and coordinating financial activities, financial report collation and communication support throughout the entire life cycle of a project. A critical aspect of this role is to lead, coach and develop the Project Coordinator team and hold them accountable for assigned work.

The PFM must have the capability to meet schedule and deliverable requirements accurately, promptly and professionally as directed by Project Directors, Preconstruction leadership and project teams. The PFM will also collaborate and communicate with vendors/suppliers and contractors during all aspects of the project as needed by the PM to improve the efficiency and reliability of project execution.

The PFM must also effectively execute coordination and communications with project teams and PFCs to ensure scheduled targets and assigned deliverables are completed in a timely manner.

The Project Financial Manager reports to the Director of Preconstruction Services. S/he will also have substantial interaction with and receive direction from execution S/VPs project leaders and project team members. The PFM must be able to work in a matrix organization where working with and through others to achieve the project goals.

This is a full-time FLSA non-exempt position. The position requires 40 work hours per week with the ability to work more if necessary.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Management

· Oversees the Project Financial Coordinators

· Responsible for departmental deadlines

· Monitors and audits all projects to ensure document and process compliance

· Review and approve all time off, upholding attendance expectations

· Motivates employees to achieve organizational goals

· Performs quarterly reviews

· Leads daily huddle

· Maintains effective relationships with clients, contractors, and internal clients

· Considered a resource by teammates

Pre-construction

· Facilitate initial steps in the project award process and serve as a key communicator among all team members during the process.

· Attends and supports the Project Director with Owner Expectations.

· Attends public bid openings.

· Issues contracts and manages contractor compliance, with emphasis on receiving insurance certificates, payment bonds and performance bonds.

Construction

· Maintains tracking logs and receives required project documentation (i.e. schedule of values, labor rates, bonds, bond riders, etc.)

· Processes CCOs, POs, PCOs including cost compilation and issues resolution.

· Assists management of project financials including Contingency Allowance Report and actual spend tracking on a routine basis maintaining accuracy of costs associated with each project and project documentation.

· Reviews for accuracy and processes subcontractor invoices monthly.

· Prepares client billing monthly.

· Provides technical support to consultants, architects, engineers, owners, and employees for Procore (document management).

· Facilitates and maintains effective communication with clients, architects, engineers, owners, and trade contractors.

· Supports the project management team with the distribution of project-related communications.

Post-Construction

· Manages all final documents for project closeout.

· Assures timely turnover of closeout documents to the client.

REQUIRED COMPETENCIES:

Customer Focus

· You gain insight into customer needs.

· You identify opportunities that benefit the customer.

· You build and deliver solutions that meet customer expectations.

· You establish and maintain effective customer relationships.

Directs Work

· You provide clear direction and accountabilities.

· You delegate and distribute assignments and decisions appropriately.

· You monitor progress by maintaining dialogue on work and results.

· You provide appropriate guidance and direction based on people's capabilities.

· You intervene as needed to remove obstacles.

Manages Conflict

· You step up to conflict and see it as an opportunity.

· You work out tough agreements and settle disputes equitably.

· You facilitate breakthroughs by integrating diverse views and finding common ground or acceptable alternatives.

· You settle differences productively with minimum noise.

Resourcefulness

· You effectively organize resources (people, material, etc.) to get things done.

· You effectively orchestrate multiple activities simultaneously to accomplish your project.

MINIMUM REQUIREMENTS:

· Bachelor’s degree in business administration, Accountancy, Finance or similar field; or equivalent experience

· A minimum of 5 years of accountancy and/or billing experience

· A minimum of 3 years of experience leading people

· Proficient with Microsoft Office products and Adobe Acrobat

· Excellent communication skills

· Creative, innovative, and fun!

Valued, but not required

· Billing experience in the construction management industry

· Familiarity with Procore (a construction management software)

· Familiarity with Timberscan (invoice routing)

· AIA contract documents and software

BENEFITS FOR THIS POSITION INCLUDE:

· CSM Group offers competitive wages and benefits, including:

· Medical, Dental & Vision Insurance

· Generous Vacation Time & Paid US Holidays

· Company 401(k) Matching Contributions

· Flexible Spending Accounts (FSA)

· Employee Assistance Program (EAP)

· Parental Leave Policy

· Short and Long-Term Disability Insurance

· Term Life and AD&D Insurance

Physical Demands - Jobsite

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing this job, the employee is regularly required to drive to and from the jobsite, sit, talk and/or hear. A major portion of the employees’ tasks require extensive walking around the jobsite. The employee is frequently required to use hands to handle tools and for fine motor coordination like computer work. The employee is occasionally required to reach with hands and arms. The employee is occasionally required to climb or balance, stoop, kneel, crouch and/or crawl. The employee must also occasionally lift and/or move up to 50 pounds. Specific vision abilities include close vision and color vision.

Work Environment – Jobsite

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing this job, the employee must frequently inspect the project and may be exposed to ongoing construction and various weather conditions. Work environment involves moderate risks which may require safety precautions. The noise level in the work environment may range from quiet to loud. The proper use of Personnel Protective Equipment may be required on the jobsite.

This Position Description reflects the position’s essential functions and does not prescribe or restrict the tasks that may be assigned.

CSM Group is an Equal Opportunity Employer (EOE). We celebrate diversity and invite all qualified applicants to apply without fear of judgement and pledge to not discriminate against individuals because of their race, color, religion, national origin, gender, physical or mental disability, veteran status, or age.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Pay: $56,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Experience level:

• 5 years

Physical setting:

• Office

Schedule:

• Monday to Friday

Experience:

• Management: 1 year (Preferred)
• ProCore: 1 year (Preferred)

Work Location: In person