Associate Project Accountant
Co-Source Solutions
Our Long Island, New York - based client is seeking a detail-oriented Associate Project Accountant /Billing Associate to join their team. The ideal candidate will be equally comfortable preparing accurate, contract-compliant invoices and proactively communicating with clients to ensure timely payment. This role requires a strong understanding of project-based billing (including progress billing, change orders, and compliance requirements) along with the ability to build positive, long-term relationships with customers during the follow-up process.
Responsibilities
- Prepare, review, and issue project-based invoices, including progress billing, milestone billing, and approved change orders
- Ensure all billing aligns with contract terms, job progress, and supporting documentation
- Coordinate with Project Managers, Operations, and Accounting to validate billing accuracy
- Maintain accurate and organized billing records within the accounting/ERP system
- Assist with certified payroll reporting, including prevailing wage and union-related requirements
- Support compliance with union agreements, job cost tracking, and audit requirements
- Conduct proactive outreach via phone and email to follow up on outstanding invoices
- Build and maintain strong relationships with customers, AP contacts, and municipal clients
- Monitor AR aging reports and consistently follow up on overdue accounts
- Investigate and resolve billing discrepancies in a timely and professional manner
- Maintain detailed records of client interactions and collection efforts
- Generate billing, AR aging, and collections reports for management review
- Assist with month-end close processes related to billing
- Collaborate across departments to improve billing accuracy and cash flow efficiency
Qualifications
- 3+ years of experience in accounts receivable, billing, or collections
- Strong preference for experience in construction, low-voltage, electrical, HVAC, or similar project-based industries
- Experience with project-based billing (progress billing, change orders, etc.)
- Certified payroll and prevailing wage experience highly preferred
- Familiarity with union jobs and job cost tracking preferred
- Proficiency in accounting/ERP systems and Microsoft Excel
- Strong attention to detail and organizational skills
- Excellent communication skills—professional, clear, and relationship-focused
- Comfortable handling client communication via phone regularly
- Ability to manage multiple projects, accounts, and deadlines simultaneously
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