About The Position

Serve as a key point financial contact between operations, project teams, people operations, and the finance department to keep information flowing accurately and on time. Support CCO with the financial status of current projects. Assist with monthly financial close activities, including account reconciliations. Project review with CCO, make sure that transactions in Epicor are recorded on time. Support review of project cost allocations and help ensure expenses are recorded accurately in Epicor Kinetic. Help monitor the Work-in-Progress (WIP) process and flag discrepancies for review. Assist in preparing financial data summaries for internal reporting and leadership review. Manage supplier onboarding, approvals, and recordkeeping. Monitor inventory activity and assist with inventory-related financial reporting and adjustments. Review payment proposals for accuracy and route for approval. Monitor accounts payable aging and follow up on outstanding invoices. Sales taxes return preparation: Monthly, quarterly and Annually for the following states: Texas, Oklahoma, Arizona, Missouri, California, Nevada, Colorado, Tennessee, Iowa, Utah and Kentucky. Serve as a departmental resource for Epicor Kinetic data entry, reporting, and troubleshooting. Maintain data integrity across operational and financial modules within Epicor Kinetic. Assist in generating reports and dashboards to support both operations and accounting stakeholders. Identify opportunities to streamline workflows between operations and accounting functions. Review payroll files for accuracy and relay discrepancies to the Payroll Specialist for correction. Perform other operations and accounting duties as assigned.

Requirements

  • Bachelor's degree in accounting, finance, business administration, or a related field required.
  • 2–4 years of experience in an operations, accounting, or project support role, preferably in construction, engineering, or professional services.
  • Hands-on experience with Epicor Kinetic or another ERP system strongly preferred.
  • Familiarity with banking platforms, electronic payment processing, and procurement workflows.
  • Working knowledge of Epicor Kinetic modules related to project accounting, procurement, and inventory.
  • Solid understanding of accounts payable, expense management, and basic financial reporting concepts.
  • Advanced proficiency in Microsoft Excel.
  • Strong analytical and problem-solving skills with high attention to detail.
  • Excellent communication skills with the ability to work effectively across operations, finance, and project teams.
  • Highly organized with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Proactive, self-starter mindset with a collaborative approach.

Nice To Haves

  • Experience with WIP reporting and project-based accounting a plus.

Responsibilities

  • Serve as a key point financial contact between operations, project teams, people operations, and the finance department to keep information flowing accurately and on time.
  • Support CCO with the financial status of current projects.
  • Assist with monthly financial close activities, including account reconciliations.
  • Project review with CCO, make sure that transactions in Epicor are recorded on time.
  • Support review of project cost allocations and help ensure expenses are recorded accurately in Epicor Kinetic.
  • Help monitor the Work-in-Progress (WIP) process and flag discrepancies for review.
  • Assist in preparing financial data summaries for internal reporting and leadership review.
  • Manage supplier onboarding, approvals, and recordkeeping.
  • Monitor inventory activity and assist with inventory-related financial reporting and adjustments.
  • Review payment proposals for accuracy and route for approval.
  • Monitor accounts payable aging and follow up on outstanding invoices.
  • Sales taxes return preparation: Monthly, quarterly and Annually for the following states: Texas, Oklahoma, Arizona, Missouri, California, Nevada, Colorado, Tennessee, Iowa, Utah and Kentucky.
  • Serve as a departmental resource for Epicor Kinetic data entry, reporting, and troubleshooting.
  • Maintain data integrity across operational and financial modules within Epicor Kinetic.
  • Assist in generating reports and dashboards to support both operations and accounting stakeholders.
  • Identify opportunities to streamline workflows between operations and accounting functions.
  • Review payroll files for accuracy and relay discrepancies to the Payroll Specialist for correction.
  • Perform other operations and accounting duties as assigned.

Benefits

  • Salary commensurate with experience.
  • 401(k) retirement plan: Includes a generous company match.
  • Comprehensive health coverage: Multiple medical plan options, including 100% company-paid plans, HSA & FSA.
  • Work-life balance: Paid time off, sick time, and paid company holidays.
  • Wellness & lifestyle perks: Enjoy free gym memberships, pet insurance, childcare discounts, employee assistance program, and more to support your life both in and out of work.
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