Project Accountant

Who We Are  

We provide certainty in an uncertain world by delivering engine and generator power solutions our customers can rely on. We are people-focused, family-first, and passionately driven to build strong relationships, share knowledge, and establish confidence. We are consistent, resourceful problem solvers, dedicated to supporting people inside the organization and out. We develop products that are built to last by developing people that never stop learning. As an independent company for over 40 years, were not like our competitors. We do things the Loftin way, which means an unwavering commitment to doing whatever it takes to deliver the best power solution, every time.  

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:

The Project Accountant manages the financial aspects of our sales projects, ensuring all financial activities are tracked, reported, and aligned with the project’s budget and department financial objectives. The Project Accountant will work closely with project managers, sales team members, and cross-functional teams to provide data quality, reporting, and problem solving, ultimately ensuring financial success of projects and the department.

Obsessions:

• Improve project profitability through accurate job setup and reducing financial discrepancies
• Optimize cash flow through timely invoicing and cost tracking
• Lead a consistent, on-brand customer experience by overseeing the financial elements that impact the project process for our customer

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: Ensure the financial success of the Sales Department

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-p