Bastian Solutions
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Sr. Project Accountant
role at
Bastian Solutions
Overview The Senior Project Accountant position is fully responsible for performing job duties in the functional areas of accounting, customer service, and administrative support with primary focus on Project Accounting related to highly complex setup. This position collaborates with managers, team leads, and peers to determine and implement best practices. Creation of standard process documentation and team training are vital responsibilities. A Senior Project Accountant may organize and lead team meetings.
Responsibilities
Project financial management in ERP system (Microsoft D365) including but not limited to:
Budget entry: review received budgets, work with ID & resolve potential issues
Taxability: ensure appropriate exemption certificates are on file with tax department, work with tax department to ensure correct tax status
Forecast maintenance: provide guidance and timely enter adjustments according to approval guidelines
Change order maintenance: effectively communicate with project team for timely entry and compliant documentation
Customer billings: prepare timely billings to optimize cash flow and adhere to milestones set forth in contracts, utilize customer portals as required
Collections: work with collections department to resolve outstanding invoices, update notes in ERP
Project close: perform close activities including ensuring communications with support (warranty) hand-off
Organization: maintain electronic files in accordance with Financial & Legal Control Guidelines and standard procedures including job cost tool, customer purchase order, contracts, vendor invoice(s), customer invoice(s)
Provide year-end support of auditor requirements, including research
Organize and lead team meetings, working with peers (agenda, presentations, etc.)
Analysis: review & implement best practices based on contract demands (ex. T&M, Fixed, Mixed Contract, Zero Cost, etc.)
Conduct monthly project financial reporting (PFR) meetings with related personnel
Work with Credit/AR to reconcile variances in payment application
Research project committed costs and cost to complete to optimize earned revenue monthly
Prepare & distribute monthly reports, facilitate coordination with corporate accounting
Month end review and guidance to team, identifying areas to address and errors for resolution
Mastery Level Demonstration: understanding of PFR (interpretation); ability to identify and correct issues/problem solve with little to no supervision; ability to enhance and further develop reporting
Monitoring of profitability and forecasting impacts, revenue recognition
Foresight of broader impact actions have (ex. project set up & forecast actions on revenue recognition)
Working knowledge of new processes and software and come alongside team in training and working thru issues
Communication: listens and communicates effectively; collaborates cross-functionally to vet potential process/programming changes; coordinates with leads and managers for development and training; creates standard documentation for processes; implements standards by training team and distributing documentation; responds timely and communicates proactively
Compliance: maintain strong accounting controls; review D365 submitted projects for completeness and approve
Leadership and teamwork: lead, mentor, and train new Project Accountants; participate in cross-team initiatives; take initiative beyond scope; engage and support team; liaise with business partners to identify, improve, & communicate processes, perform testing for implementation; train new project accountants and onboard peers
Travel: Less than 10% travel; all company travel is expensed/paid for by Bastian Solutions
Qualifications
Bachelor’s Degree in Business, Finance, or Accounting
5 years of relevant experience
Demonstrated practical experience with ERP software and general Microsoft products; expertise in Microsoft Dynamics ERP software a plus
Strong work ethic and commitment
Ability to work well with a diverse group of peers under deadlines and respond to changes in priorities
Self-motivated, pro-active, forward thinker capable of working independently and balancing workload to complete assignments within time constraints
Excellent written and verbal communication skills and strong organizational skills
Exhibits patience, respect and attentiveness
Apply analytical and interpretive skills to problem solving, reporting, and effective follow through
General understanding of JSOX compliance
About the company and benefits Bastian Solutions, a Toyota Automated Logistics company, is an independent material handling and robotics system integrator providing automated solutions worldwide. We offer benefits including Health, Dental, and Vision Insurance; 401(k) Retirement Plan with a company match; Vacation/Holiday Pay; Tuition Reimbursement; Volunteer Work; Professional Associations, Conferences and Subscriptions; Company Meetings & Events.
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Sr. Project Accountant
role at
Bastian Solutions
Overview The Senior Project Accountant position is fully responsible for performing job duties in the functional areas of accounting, customer service, and administrative support with primary focus on Project Accounting related to highly complex setup. This position collaborates with managers, team leads, and peers to determine and implement best practices. Creation of standard process documentation and team training are vital responsibilities. A Senior Project Accountant may organize and lead team meetings.
Responsibilities
Project financial management in ERP system (Microsoft D365) including but not limited to:
Budget entry: review received budgets, work with ID & resolve potential issues
Taxability: ensure appropriate exemption certificates are on file with tax department, work with tax department to ensure correct tax status
Forecast maintenance: provide guidance and timely enter adjustments according to approval guidelines
Change order maintenance: effectively communicate with project team for timely entry and compliant documentation
Customer billings: prepare timely billings to optimize cash flow and adhere to milestones set forth in contracts, utilize customer portals as required
Collections: work with collections department to resolve outstanding invoices, update notes in ERP
Project close: perform close activities including ensuring communications with support (warranty) hand-off
Organization: maintain electronic files in accordance with Financial & Legal Control Guidelines and standard procedures including job cost tool, customer purchase order, contracts, vendor invoice(s), customer invoice(s)
Provide year-end support of auditor requirements, including research
Organize and lead team meetings, working with peers (agenda, presentations, etc.)
Analysis: review & implement best practices based on contract demands (ex. T&M, Fixed, Mixed Contract, Zero Cost, etc.)
Conduct monthly project financial reporting (PFR) meetings with related personnel
Work with Credit/AR to reconcile variances in payment application
Research project committed costs and cost to complete to optimize earned revenue monthly
Prepare & distribute monthly reports, facilitate coordination with corporate accounting
Month end review and guidance to team, identifying areas to address and errors for resolution
Mastery Level Demonstration: understanding of PFR (interpretation); ability to identify and correct issues/problem solve with little to no supervision; ability to enhance and further develop reporting
Monitoring of profitability and forecasting impacts, revenue recognition
Foresight of broader impact actions have (ex. project set up & forecast actions on revenue recognition)
Working knowledge of new processes and software and come alongside team in training and working thru issues
Communication: listens and communicates effectively; collaborates cross-functionally to vet potential process/programming changes; coordinates with leads and managers for development and training; creates standard documentation for processes; implements standards by training team and distributing documentation; responds timely and communicates proactively
Compliance: maintain strong accounting controls; review D365 submitted projects for completeness and approve
Leadership and teamwork: lead, mentor, and train new Project Accountants; participate in cross-team initiatives; take initiative beyond scope; engage and support team; liaise with business partners to identify, improve, & communicate processes, perform testing for implementation; train new project accountants and onboard peers
Travel: Less than 10% travel; all company travel is expensed/paid for by Bastian Solutions
Qualifications
Bachelor’s Degree in Business, Finance, or Accounting
5 years of relevant experience
Demonstrated practical experience with ERP software and general Microsoft products; expertise in Microsoft Dynamics ERP software a plus
Strong work ethic and commitment
Ability to work well with a diverse group of peers under deadlines and respond to changes in priorities
Self-motivated, pro-active, forward thinker capable of working independently and balancing workload to complete assignments within time constraints
Excellent written and verbal communication skills and strong organizational skills
Exhibits patience, respect and attentiveness
Apply analytical and interpretive skills to problem solving, reporting, and effective follow through
General understanding of JSOX compliance
About the company and benefits Bastian Solutions, a Toyota Automated Logistics company, is an independent material handling and robotics system integrator providing automated solutions worldwide. We offer benefits including Health, Dental, and Vision Insurance; 401(k) Retirement Plan with a company match; Vacation/Holiday Pay; Tuition Reimbursement; Volunteer Work; Professional Associations, Conferences and Subscriptions; Company Meetings & Events.
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