Financial Specialist

ROLE OVERVIEW We are looking for a Financial Specialist to join our Bridgeport, WV team. The Financial Specialist owns the firm's billing‑to‑cash cycle—invoice submission, collections, cash application, credit‑card and expense administration, and client and project set‑up. This role keeps our receivables current and resolves invoicing issues quickly by working closely with Project Managers, Project Accountants, and Division Managers. It is an operationally focused position for someone who is organized, proactive, and confident in client communication. KEY RESPONSIBILITIES Accounts Receivable & Collections Reach out to clients roughly 14 days after invoicing to confirm receipt and that the invoice is moving through their system Follow up on all invoices outstanding 60+ days, maintain current notes in Deltek Vantagepoint, and escalates to the Project Manager or Division Manager as needed Coordinate with Project Accountants and Project Managers to resolve invoice disputes Distribute a weekly AR and collections report with updated notes to Division Managers and Project Accountants Process inbound client credit‑card payments Billing & Invoice Submission Send client invoices (or ensure they are sent and remain copied on Project Manager submissions) and confirm client receipt Submit invoices to client portals and monitor portals at least weekly to catch and resolve rejections Cash Application Post cash and process daily cash receipts Produce and distribute the daily cash report and weekly cash summaries Create new projects in Deltek Vantagepoint and confirm the required documentation is in place at inception; the Project Accountant enters the billing input information Follow up with Project Managers on signed contracts and other documentation needed to open a project Create and review new client and vendor set‑ups, and handle client and vendor information requests Complete bank and credit reference forms, and support Accounts Payable with references when Thrasher is being set up as a vendor Credit Card & Expense Administration Monitor company credit‑card reconciliations and expense‑report status, and follow up with employees who are behind Upload the weekly credit‑card file into Deltek Vantagepoint to keep transactions accurate Manage credit‑limit increases and resolve card declines Insurance & Compliance Documentation Send Certificates of Insurance to Project Managers, clients, and client portals, including at renewal Provide notary services for firm documents as needed WHAT YOU'LL BRING Education: Associate’s degree in accounting, business, or finance—or 2–3 years of equivalent accounts receivable, billing, or collections experience in lieu of a degree; Bachelor’s preferred but not required Organization: Strong organizational skills and a proactive, follow‑through mindset Communication: Confident, professional client communication, especially around collections Software: Proficiency with Microsoft Excel and comfort working across client billing portals PREFERRED Experience with Deltek Vantagepoint or a comparable project‑based ERP Prior billing or AR experience in an architecture, engineering, or professional‑services environment A track record of successful collections and client account management BENEFITS We offer a comprehensive benefit package including health, dental, and vision insurance; paid parental leave; company‑paid short‑ and long‑term disability; 401(k) matching; paid time off; and tuition assistance. We invest in professional development through structured goal setting, specialized training, performance bonuses, and annual salary reviews. We also recognize the importance of work‑life balance and offer schedule flexibility within a family‑oriented culture. Pre‑employment drug screening and background checks required. Must be authorized to work in the United States. EEO / AA / E‑Verify employer. #J-18808-Ljbffr