Serve as a key member of the ERP implementation team
Collaborate with Project Managers regarding contract documents, modifications, approvals, and client invoicing needs
Set up and approve new projects within the ERP system
Analyze project revenues and expenses monthly to ensure accurate financial reporting
Make system adjustments to project data as requested by Project Managers
Prepare accurate draft and final invoices for billable projects
Communicate and coordinate with cross-office teams and accounting personnel
Partner with the Records Department to maintain and file billing documentation
Compile data and prepare reports as needed
Support the month-end close process
Perform accounts receivable analysis and assist with collection efforts
Provide year-end audit support
Maintain a strong working knowledge of company policies and procedures

High school diploma or GED
Experience with Microsoft Dynamics 365
Previous experience creating invoices and supporting billing processes
Ability to work standard business hours within the supported time zone
Proven ability to work both independently and collaboratively in deadline-driven environments
Proficiency in Microsoft Word and Excel
Strong analytical, problem-solving, and organizational skills
High attention to detail

Collaborate on amazing projects of varying size and complexity that positively impact communities
Being 100% employee-owned means we all share in the company’s success
Career development through continued education, licensure/certification, skills, and technical training
Work arrangements that promote work/life balance
Flexible holidays enable individuals to tailor their festivities
Paid Family Leave provides time to care for loved ones, whether family by birth or family by choice

Project Billing and Systems Analyst

Key skills