Prepare monthly and weekly invoicing to Solutions and Service customers. Assist with the preparation and distribution of AIA formatted invoices.
Effectively communicate with Operations Managers, Project Managers, and Accounting regarding contract documents, change orders / other modifications, approvals, and any additional services related to billings.
Work with Operations and Accounting to facilitate client collections and cash application.
Project entry into AX when a new project is booked.
Schedule and prepare for job turnover meetings between Sales and Solutions.
Assist with the monthly forecasting and reporting processes.
Process material order requests from Project Managers. Enters material information onto order summary sheet and works with Purchasing Coordinator to place parts orders, and follow up on invoice processing and material receiving.
Generate Purchase Orders and document goods receipts in AX.
Price slips for T&M.
Monitor timesheet submissions and communicate any missing or incorrect information to the appropriate manager.
Receive incoming supplier/subcontractor invoices, verify accuracy and readiness to pay with Project Manager, and assist the Accounting team with processing for payment.
Manage the RMA process.
Assist with the administration of the master labor schedule.
General administrative and office support for Division staff.
Requirements
Associate degree, including college courses in accounting or business preferred.
Intermediate to advanced computer literacy, including experience with ERP/IT systems - Dynamics AX experience preferred.
Displays strong written and verbal communication skills, as well as strong organizational skills.
Ability to work independently, take initiative, manage priorities, and see projects through to completion.
Working knowledge of basic accounting functions (AP, Percentage of Completion method) and ability to coordinate with multiple internal departments (including Operations and Accounting).
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