Financial Project Manager

Financial Project Manager

Location: Spokane WA

Employment Type: Full-Time

Do you get real satisfaction from an invoice that goes out right the first time Are you the person who notices when a number doesnt match and cant let it go until you know why Do you like owning a set of projects from start to finish and seeing the cash come in the door

If so keep reading.

Step 1: Complete the Culture Index Survey

To be considered please complete a short Culture Index Survey (about 5-10 minutes). We use it to understand how you work best and there are no right or wrong answers.

The Opportunity

As a Financial Project Manager youll own the money side of an assigned set of projects from the first customer order through final closeout. Youll make sure orders are set up correctly invoices and payment applications go out on time and every dollar gets collected.

Youll be the financial point of contact for your projects working side by side with project managers sales reps vendors Accounting and AR/Credit to catch discrepancies early and solve them before they slow down billing or cash flow. Its detail-heavy deadline-driven work and youll be the person your projects count on to keep the numbers clean.

What Youll Do

Set It Up Right

1. Own the Order: Work with the project management team to enter and maintain customer orders in QuickBooks and our CRM with accurate details and complete supporting documentation.
2. Know the Rules Up Front: Confirm customer AP contacts tax status PO amounts payment terms and tax-exemption paperwork and collect any required documentation before the first invoice goes out.
3. Set Up the Billing: Set up invoicing to fit each project whether thats as-shipped AIA format or joint checks.
4. Keep It Current: Enter change orders promptly and update the related project financials.

Bill It and Collect It

1. Get Invoices Out: Prepare and submit invoices and payment applications to match each customers requirements and project milestones including AIA draw schedules and documentation when needed.
2. Follow the Money: Proactively manage AR collections for your projects working alongside AR and Credit on billing issues.
3. Take the Payment: Process customer credit card and ACH final payments scan checks into the bank and forward supporting documentation to AR.
4. Protect Our Payment Rights: Manage lien rights including notices waiver tracking and meeting state deadlines.

Catch It and Close It

1. Record It Right: Record material and freight receipts with correct job costing.
2. Match the Costs: Review vendor bills for accuracy and coordinate internal approvals so theyre processed on time.
3. Solve the Mismatches: Work with project managers sales reps vendors and Accounting to resolve discrepancies and escalate anything stuck.
4. Spot Problems Early: Flag billing delays and missing or inconsistent project costs before they become bigger issues.
5. Close It Out: Support month-end activities and complete financial closeout on your projects.
6. Make It Better: Keep clear follow-up records and suggest improvements to the way we work.

Keep the Office Running

1. Answer the Phones: Answer operations phone calls.
2. Stock the Office: Maintain office supplies.
3. Mind the Building: Coordinate on site with the cleaning service and handle building-related issues.
4. Run the Errands: Handle drop-offs and pickups at UPS USPS and other shipping services.

Youll Thrive Here If You

1. Take pride in accuracy and double-check your work without being asked
2. Cant leave a discrepancy alone until youve tracked down the cause
3. Stay organized while juggling multiple projects and deadlines
4. Are comfortable following up politely and persistently until an issue is resolved
5. Like structure and clear procedures and enjoy making them better
6. Are comfortable speaking with customers and working across departments
7. Dont mind pitching in on the day-to-day tasks that keep an office running
8. Pick up new systems quickly and want to keep learning

Requirements

What You Bring

1. 3 years of experience in project accounting billing coordination or financial operations ideally in construction distribution or a related industry
2. Experience with QuickBooks Desktop Enterprise or an equivalent ERP/accounting platform
3. Familiarity with construction billing formats (such as AIA) payment workflows and the construction lien process
4. Working proficiency in Excel
5. Bachelors degree in Accounting Finance Business Administration or a related field preferred; an associate degree or high school diploma with equivalent experience will also be considered

Bonus points for experience with any of these:

1. Order administration: customer purchase orders payment terms and change orders
2. Customer billing: invoicing progress billing retainage and customer billing portals
3. Project costs: job coding receiving documentation and vendor invoice matching
4. Accounts receivable: collection follow-up customer credits and payment discrepancies
5. Construction documentation: tax-exemption certificates lien notices and waivers

Dont have all of it Well train you on our systems and procedures.

This Probably Isnt for You If Details and data entry wear you out youd rather not chase people for answers youd rather stay off the phone or you prefer loose guidelines over defined processes and deadlines. Whats in It for You

1. Competitive salary plus a performance-based bonus
2. Health dental and vision coverage
3. 401(k) with company match
4. Room to grow with a national company thats expanding
5. A supportive team that wants you to win

Who We Are ODonnell Metal Deck is a national structural steel distributor with 20 locations across the country specializing in open web steel bar joist and metal deck. Were growing fast and were looking for people who move quickly take initiative and want their work to matter. Ready to Make Your Move If you havent already complete the Culture Index Survey at the top of this posting. Its the first step to being considered and we look forward to getting to know you.

Required Experience:

IC