Financial Project Manager

O'Donnell Metal Deck • Spokane, WA

3d

About The Position

The Financial Project Manager owns the financial administration of an assigned portfolio of projects from customer order through final closeout. The role ensures orders are set up accurately, invoices and payment applications are submitted on time, project costs are recorded and reviewed correctly, and customer payments are collected. It serves as the financial point of contact for projects and works closely with project managers, sales representatives, vendors, Accounting, and AR/Credit to identify and resolve discrepancies before they delay billing or cash flow.

The position also supports office operations by answering operations calls, maintaining office supplies, coordinating with the cleaning service and handling building-related issues, and making deliveries and pickups at shipping services. The employer describes itself as a growing national structural steel distributor with more than 20 locations.

Requirements

• At least 3 years of experience in project accounting, billing coordination, or financial operations; construction, distribution, or a related industry is preferred.
• Experience with QuickBooks Desktop Enterprise or an equivalent ERP/accounting platform.
• Familiarity with construction billing formats such as AIA, payment workflows, and the construction lien process.
• Working proficiency in Excel.
• Attention to accuracy and willingness to double-check work and investigate discrepancies.
• Ability to stay organized while managing multiple projects and deadlines.
• Comfort with persistent, professional follow-up and communicating with customers and cross-functional teams.
• Ability to follow structured procedures and deadlines while contributing to process improvements.
• Comfort with office support tasks, including phone calls and errands.
• Ability to learn new systems and procedures.

Nice To Haves

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Equivalent experience with an associate degree or high school diploma may also be considered.
• Experience with customer purchase orders, payment terms, and change orders.
• Experience with invoicing, progress billing, retainage, and customer billing portals.
• Experience with job coding, receiving documentation, and vendor invoice matching.
• Experience with collection follow-up, customer credits, and payment discrepancies.
• Experience with tax-exemption certificates, lien notices, and waivers.

Responsibilities

• Enter and maintain customer orders in QuickBooks and the CRM, ensuring accurate details and complete supporting documentation.
• Confirm customer accounts payable contacts, tax status, purchase order amounts, payment terms, and tax-exemption paperwork before the first invoice is issued.
• Set up project billing according to customer and project requirements, including as-shipped billing, AIA formats, and joint checks.
• Enter change orders promptly and update related project financials.
• Prepare and submit invoices and payment applications to meet customer requirements and project milestones, including AIA draw schedules and required documentation.
• Proactively manage accounts receivable collections with support from AR and Credit on billing issues.
• Process customer credit card and ACH final payments, scan checks into the bank, and forward supporting documentation to AR.
• Manage lien rights, including notices, waiver tracking, and state deadlines.
• Record material and freight receipts with correct job costing.
• Review vendor bills for accuracy and coordinate internal approvals to ensure timely processing.
• Work with project managers, sales representatives, vendors, and Accounting to resolve discrepancies and escalate unresolved issues.
• Identify billing delays and missing or inconsistent project costs early.
• Support month-end activities and complete financial closeout for assigned projects.
• Maintain clear follow-up records and suggest process improvements.
• Answer operations phone calls and maintain office supplies.
• Coordinate on site with the cleaning service and address building-related issues.
• Handle drop-offs and pickups at UPS, USPS, and other shipping services.

Benefits

• Competitive salary plus a performance-based bonus.
• Health, dental, and vision coverage.
• 401(k) with company match.
• Room to grow with a national company that is expanding.
• A supportive team.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed