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CB&I

Sr Accountant - Accounts Receivable

CB&I, The Woodlands, Texas, United States

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Sr Accountant

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CB&I

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Company Overview CB&I®

is the world’s leading designer and builder of storage facilities, tanks and terminals. With more than 60,000 structures completed throughout our 135+ year history, we have the global expertise and strategically‑located operations to provide customers world‑class storage solutions for even the most complex energy infrastructure projects.

Overview The Sr. Accountant is responsible for providing accurate, proactive and timely invoicing, cash collection, reporting and forecast. This role is the custodian of cash collection (including billing and forecasting), chasing up for payment and monitoring, and maintenance of bank accounts of the regional business unit (with the help of corporate treasury). This role is also responsible for maintaining, forecasting and timely monitoring of financial assurance (Letter of Credit and Surety Bonds) of the business. This position is an individual contributor role. The role directly reports to the regional finance lead and routinely interacts with regional operations and business development teams.

Responsibilities

Prepare invoice(s); Lumpsum and T&M as requested

Set up Invoice excel templates for new contract awards Standard Lump Sum, Unit of Measure,

Regularly communicating with customer to facilitate payment collection and resolve any discrepancies

Prepare and Maintain Intercompany work agreements as required, including Intercompany invoicing

Assist in monthly and quarterly financial reporting preparation, business plan & business forecast

Preparation of relevant monthly accrual journals and loading into the accounting system.

Prepare assigned journal entries (prepaid amortizations, cash postings, benefits, rent, leases, intercompany billing, etc.), including Topside entries as required and maintain adequate supporting documentation

Monthly GL reconciliation & closure - General Ledger reconciliations required every month before cutoff not limited to AR accounts (monthly reporting rhythm for AR metrics). Provide explanation for material variances

Supervise the Preparation and Filing of monthly or quarterly VAT return/WHT returns.

Liaise with local statutory auditor and tax advisors.

Liaise with various government agencies as required.

Liaise with local banks for funds transfer etc.

Filing duly approved SEC compliance filings.

Adhere to deadlines established in the Financial Reporting Calendar and Corporate-specific deadlines.

Help with other analytics or accounting/finance projects as directed by the management

Local Requirements – Americas Operations

Exposure to financial assurance products (Letter of Credit/Surety Bonds as performance guarantees) and collection and invoicing experience would be an added advantage

This role is responsible for converting revenue into cash for the entire Americans Operations business segment of CB&I, which operates in USA and CSA (Central and South America) regions with significant annual sales ($300M to $500M)

Client Invoicing

Completing all ACH Forms for new customers, Providing W9 and IRS Explanations for Vendor Setup

Communicating with Customer’s AP/Vendor team to ensure all criteria are met in order to receive payments for new contracts (electronic payments are encouraged)

Setup Invoice excel templates for new contract awards Standard Lump Sum, Unit of Measure, Engineering Misc., Time & Material

Engage with Project and Operations teams

Setup customer information in JDE (ledger software)

Prepare invoice(s); Lumpsum and T&M as requested by Project Mangers:

Where required send invoice drafts for review and approval

Follow-up with customers if they haven’t responded to invoice drafts

Intercompany invoicing

Bank account monitoring and maintenance

Monitor bank accounts daily

Accurately handle & record cash receipts

Report to operations and finance team on daily/weekly basis of the collection status

Maintain signatories of ~50 bank accounts across USA & CSA

Collection and Record Keeping

Contact customers (including state and local authorities) and project managers for payment status

Track and monitor all collection emails that come through the invoicing inboxes

Responsible for weekly check run / Lockbox

Daily/weekly reporting of cash collection to area finance director

Monitor retention account and co‑ordinate with AR team to record entries when payments received

Confirm any exchange rate and currency for recording invoices

Record invoiced in AR subledger

Cash forecasting

Take ownership of the 17‑week cash forecasting process

Run the cash forecasting mechanism

Financial Assurance

Responsible for keeping track of actual and forecasted financial assurance for the company

Liaise with corporate treasury and BD teams/Project Managers to provide new financial assurance and change the nature/value of existing financial assurance and also liaise with project managers to timely unwind financial assurance when due

General Ledger reconciliations required every month before cutoff not limited to AR accounts (monthly reporting rhythm for AR metrics)

Help with other analytics or accounting/finance projects as directed by the management

Qualifications

Bachelor's (4 year) degree in accounting or equivalent

Proficient in MS Excel, PowerPoint, and Acrobat writer

Minimum of 5 years of in‑depth experience in general accounting and auditing.

Strong understanding of local & project accounting requirements and tax laws

ERP accounting software experience (MS office, JD Edwards/SAP or Oracle Cloud experience a plus)

Experience with consolidation software is a plus (Hyperion Financial Management and Hyperion Financial Planning)

Collection and invoicing experience

Experience in the Energy & Construction Industry a plus

Organizational Structure and Location

Organizational Level: N5+

Reports to: Senior Manager of Accounting/Regional Director

Permanent work location: Regional Operations Office

May be temporarily assigned to Project SitesCommon Performance Metrics

Timeliness and Accuracy of all external and intercompany invoicing and General Ledger Reconciliations per schedule requirements

Consistently meet or exceed deliverables per schedule deadlines

Accuracy of weekly cash forecast

Effective team contributor based on feedback from peers and managers

Skills and Behaviors

Business presence and polish

Knowledge of CB&I products and markets

Proactively identifies and solves the complex problems

Strong analytical and problem‑solving skills

Mentally agile and ability to multi‑task and manage tight deadlines

Proven negotiating ability with high emotional intelligence and interpersonal skills

Demonstrated business partnering skills with the ability to influence the organization

Adaptability and agility to learn and contribute in varying and complex environments

A mature business and technical acumen coupled with a drive to achieve results

Exceptional communication and presentation skill, both written and verbal

Ability to work and build credibility across the business, up to and including senior management level

Proactively embraces and promotes the company's values and culture, including diversity & inclusion and a healthy and safe work environment

Seniority level Mid‑Senior level

Employment type Full‑time

Job function Accounting/Auditing and Finance

Industries Oil and Gas

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