Project Accountant

Who We Are

At Loftin, we provide certainty in an uncertain world by delivering reliable generator power solutions our customers can count on. Family owned and operated for nearly 50 years, we’ve built a legacy on relationships, problem-solving, and doing things the Loftin way — with consistency, integrity, and a people-first mindset. We’re not just providing an elite experience in power – we’re empowering people. Our team is family-focused, growth-minded, and driven to provide solutions that last by developing people who never stop learning. When you join Loftin, you become part of something bigger — a community dedicated to powering progress and shaping a more dependable future.

Who You Are

You are a reliable, customer-focused problem solver. You effectively communicate, and listen, through cooperation and teamwork. You are always looking to improve whether learning something new or seeking ways to promote better quality. You are driven to do what it takes to get the job done!

Mission:

Ensure all RFQs, job site locations, and customer facing project documentation are accurately captured and reported in a timely manner.  

Obsessions:

• Support the Industrial Sales team: Input quality customer & project data in to systems. Gather all job site, unit information, and PIF details. Optimize cash flow through timely invoicing and cost tracking.
• Communicate and Coordinate Appropriately with Team: Follow and enforce communication standards. Lead a consistent, on-brand customer experience by overseeing the financial elements that impact the project process for our customers.
• System and Tool Utilization: Internal systems and tools need to be utilized to their capabilities as they grow.

Expectations: To perform this job successfully, an individual must be able to perform each of the following expectations satisfactorily.

• Create, maintain, and close sales jobs in accounting systems, ensuring complete and accurate documentation for all transactions.
• Monitor and update ongoing projects for scope changes, adjusting cost and billing schedules.
• Issue purchase orders and verify procurement aligns with project budget and scope.  
• Process vendor invoices, confirming costs are posted to the correct project cost codes or accounts, reconciling any discrepancies
• Record project cost transactions, including contingency expenses and equipment in inventory
• Generate accurate and timely invoices for industrial sales, ensuring all billing requirements and policies are met.
• Analyze project costs to identify variances, making certain that projects remain on budget and cost allocations are accurate.
• Collaborate with project managers to ensuring all completed work & milestones are billed, reducing unbilled AR.
•  Assist with monthly routines, including project closures, posting internal invoices, journal entries, and generating reports.
• Provide financial support to other business units within the Sales Department, assisting with financial tasks.
  • Ad Hoc
    • Other duties and projects as assigned

Success Metrics:

• Most Critical Outcome: Department Net Income $.

Qualifications/Experience/Education:

• 2+ years’ experience in accounting operations, preferably with a focus in project accounting, construction accounting, or similar industry
• Bachelor’s Degree in Business Administration, Accounting, Finance, or equivalent relevant work experience.
• Proficiency with Microsoft Office 365 applications with advanced understanding of Excel, including managing large data sets and complex functions (i.e. VLOOKUP, pivot tables).
• Knowledge of Salesforce, Microsoft Business Central, or similar CRM/ERP systems preferred.
• Strong communication skills, including the ability to explain complex financial information clearly, engage effectively in discussions, and respond well to feedback in both positive and challenging situations.
• Exceptional attention to detail with the ability to effectively multitask in a fast-paced environment.
• Strong technical aptitude, with a quick learning curve for new systems and the ability to train and support team members in their adoption.
• Must be able to successfully pass a background investigation, which includes a motor vehicle check, and drug screen.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform t