Finance Specialist I

This position will be in the Corporate Finance Division and will be responsible for project set up, corporate invoicing support and will administer the company’s invoice process for a designated group of Project Managers. Perform monthly analysis and journal entries.

• →Deposit, reconcile and apply daily payments from customers.

• →Input of daily cash deposits into cash summary spreadsheets for monitoring cash flow.
• →Investigate, research, and resolve customer inquiries on accounts.
• →Assist in the month-end close process.
• →Work with Project Managers to set up billing process and/or new projects per the contract requirements.
• →Receive invoice requests and process invoices and/or changes as requested by Project Managers and Billers.
• →Coordinate with Project Managers to review revenue calculations and finalize project status reports (PSRs).
• →Process weekly and monthly charges to projects.
• →Researches and follows up with aged A/R accounts within the position guidelines and/or per direction from Project Managers, Accountants or Finance Leader.
• →Backup for other department positions when needed on miscellaneous job functions.
• →Assist with multiple tasks to complete the company’s annual audit.
• →Complete or assist special projects as assigned.
• →Interact with clients and work payment systems as needed or required.
• →Validate Billers invoice batches.
• →Company Units annual audit.
• →Update and communicate monthly spreadsheet analysis
• →Monthly Company Transfers, process of Revenue and Journal Entries

• Strong analytical skills
• Strong mathematical aptitude
• Attention to detail and accuracy
• Must be able to multitask and meet
• Ability to collaborate and work within a team
• Strong organizational skills and the ability to maintain detailed records
• Ability to communicate effectively both written and verbally
• Ability to perform routine and complex assignments
• Advanced in Microsoft Office applications

High School Diploma or equivalent required. Formal accounting or business degree preferred.

3 years of relevant accounting experience required. Advanced level in Microsoft Office Suite required. Knowledge of an automated financial enterprise system such as Deltek Vision Software is preferred.

This position will have little to no travel. Opportunities to travel in-state and out-of-state may occur on occasion. This would consist of visiting the outlying locations, attending seminars or business meetings. Travel is likely to be less than 5% of the time depending on projects.

This job description is not designed to cover or contain a listing of all functions and responsibilities that are required of this position.  Employee owners are expected to take on additional responsibilities as requested.

An offer is contingent upon successfully passing the pre-employment drug screen. Drug screen will need to complete within 48 hours of being contacted. 

Nearly all positions at Bartlett & West can require employee-owners to operate a motor vehicle on public roads in the course of their duties.  Accordingly, all employees may be required to have acceptable driving records and to provide an authorization to the Company to periodically obtain MVR reports”.