Financial Project Manager

O Donnell Metal Deck•Spokane, WA

About The Position

The Financial Project Manager owns the financial administration of an assigned portfolio of projects from the initial 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 correctly, and payments are collected. The position serves as the financial point of contact for assigned projects and works with project managers, sales representatives, vendors, Accounting, and AR/Credit to identify and resolve discrepancies that could delay billing or cash flow. The role also supports office operations by answering operations calls, maintaining office supplies, coordinating with the cleaning service and addressing building-related issues, and handling shipping-service drop-offs and pickups. The company requests completion of a Culture Index Survey as the first step in the consideration process.

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.
Bachelor's degree in Accounting, Finance, Business Administration, or a related field is preferred; an associate degree or high school diploma with equivalent experience will also be considered.
Ability to maintain accuracy, investigate discrepancies, organize multiple projects and deadlines, and follow up persistently to resolve issues.
Comfort communicating with customers and working across departments, following defined procedures, and handling day-to-day office tasks.
Ability to learn new systems and continue learning.

Nice To Haves

Experience administering 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 details and supporting documentation are accurate and complete.
Confirm customer accounts payable contacts, tax status, purchase order amounts, payment terms, and tax-exemption documentation before initial invoicing.
Set up project invoicing according to project requirements, including as-shipped billing, AIA formats, or joint checks.
Enter change orders promptly and update related project financials.
Prepare and submit invoices and payment applications according to customer requirements and project milestones, including AIA draw schedules and supporting documentation when required.
Proactively manage accounts receivable collections for assigned projects and coordinate with AR and Credit to address 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 compliance with state deadlines.
Record material and freight receipts with accurate job costing.
Review vendor bills for accuracy and coordinate internal approvals to ensure timely processing.
Resolve discrepancies with project managers, sales representatives, vendors, and Accounting, escalating unresolved issues as needed.
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.
Maintain office supplies.
Coordinate on site with the cleaning service and handle building-related issues.
Handle drop-offs and pickups at UPS, USPS, and other shipping services.