Palmetto Plumbing Project Accountant

Project Accountant Roles and Responsibilities:

Role: This role reports to the Regional Accounting and Admin Manager (RAAM) and is responsible for all customer and job focused accounting activities.

Responsibilities: Responsibilities as outlined below, and any additional duties as required/assigned by the RAAM.

• Pre-qualifications - Prepare all customer prequalification forms for review and execution by RAAM

• Contracts- Review for accounting requirements and load to Spectrum

• Job Setup
• Ensure accurate job setups following established Standard Operating Procedures (SOP) as directed by RAAM

• Collect and load cost phases in excel for upload.

• Collect and load schedule of values (SOV)

• Review jobs on a monthly basis to ensure timely and accurate change of status (Inactive/Closed)

• Subcontractor Contract Setup in Spectrum
• Gather all information from PM's in order to enter the details in the subcontractor module in Spectrum.

• Billing
• Complete required billings by the established deadlines
• Billings completed outside of Spectrum will be entered into the system for cash application / sales ledger purposes.

• Prepare and obtain the lien waivers necessary for monthly billing.

• Change Orders
• Load all change orders/change requests in Spectrum.

• Ensure adequate documentation is collected for all approved/executed change orders.

• Deposits- Make daily cash/check deposits as required.

• Cash Application- Apply cash daily in Spectrum and resolve any issues on a timely basis.

• Collections
• Prepare and send weekly overdue report to Division VP/Sr. VPs

• Follow up with customers on collections and escalate as needed.

• Lien Filings- Coordinate with Sr. VPs about accounts requiring lien filings and process as directed.

• Ensure Job Closing procedures are followed and all updates are made to Spectrum.

• Ensure bonds are closed out with bonding company as soon as job closes.

• Review commissions for the sales team and submit for approval / payment.