Project Accountant

Loftin Equipment Careers•Phoenix, AZ

13d•Onsite

About The Position

Loftin is seeking a reliable, customer-focused Project Accountant to ensure all RFQs, job site locations, and customer-facing project documentation are accurately captured and reported in a timely manner. This role is crucial in supporting the Industrial Sales team by inputting quality customer and project data, gathering job site and unit information, and optimizing cash flow through timely invoicing and cost tracking. The Project Accountant will also communicate and coordinate appropriately with the team, follow communication standards, and lead a consistent, on-brand customer experience by overseeing the financial elements that impact the project process. Utilization of internal systems and tools to their full capabilities is expected.

Requirements

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).
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.

Nice To Haves

Knowledge of Salesforce, Microsoft Business Central, or similar CRM/ERP systems preferred.

Responsibilities

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

Benefits

Choice of two subsidized Medical plans – PPO, and HDHP/HSA options
Health Care and Dependent Care Flexible Spending Accounts
Subsidized Dental and Vision plan
Traditional 401(k) and Roth 401(k) plans, with an immediately vested dollar for dollar (up to 4%) employer match
Disability – short-term & long-term, 100% employer paid
Basic Life/AD&D, 100% employer paid
Voluntary Life/AD&D available for employee, spouse and children
Voluntary Critical Illness and Accident coverage
Voluntary identify theft protection coverage
Vacation and Paid Sick Time
Paid Holidays
Tuition Reimbursement