Position Summary & Essential Functions
This position is responsible for performing a variety of accounting, bookkeeping and financial tasks and is a general support to the accounting department. Some of the essential functions listed below are duties that are shared across the team, but an accounting clerk must be able to complete them if required.
Essential Functions
Accounts Payable (AP):
- Vendors
- Build vendor relations
- Complete credit applications
- Able to request terms and credit increases
- W9s
- 1099s
- Bills: Receipts, approvals, entry, and payments
- Match to purchase orders
- Tax review
- Subcontractors (Installers)
- Review/processing of Subcontract agreements
- W9s
- Certificate of Insurance (COI) requirements
- 1099s
- Invoices: Receipt, approvals, entry, and payments
Accounts Receivable (AR):
- Receipt of credit applications
- Requesting credit approvals
- Entering of approved customers
- Processing of invoices
- Standard Invoices / AIA applications
- Terms
- Tax Review
- Invoice submittal: Email, Upload, Mail
- Collections
- Weekly contacts (Email / Phone)
- 10-day letters
- Processing of civil claims when necessary
- Processing of mechanics liens when necessary
Contract Requirements:
- Prequalification’s
- Contract review and processing
- Purchase Order review and processing
- Change Order review and processing
- Waivers
- Certificate of Insurance (COI) requirements
- Close Out Documents
General Support:
- AP Payments: ACH, Check, AutoPay
- AR Receipt of Payments: Cash, Check, Credit Card, ACH
- Credit Cards
- Receipt of credit card slips
- Entry
- Reconciliation
- File Maintenance
- Equipment/Vehicle Logs
- Vehicle registration renewals
Position Qualifications:
- High School Diploma or its equivalent (GED) required
- 1-3 years of accounting experience or an equivalent combination of education, training, and experience
- Detail oriented and ability to work with great accuracy
- Diverse understanding of accounting principles and processes
- Careful and deliberate with financial calculations
- Able to work with a variety of people in a fast-paced, team-oriented environment
- Able to communicate both orally and in writing, using proper spelling, grammar, and punctuation
- Able to learn fast and adapt quickly
- Able to complete tasks with minimal supervision
- Able to work effectively in a diverse workforce
- Time management skills, able to prioritize daily workload while planning for upcoming projects
Skills and Abilities:
- Proficient in the use of Microsoft office, QuickBooks, and other construction-specific software products
Physical Demands
Stand Under 1/3
Walk Under 1/3
Sit Frequently
Use hands to finger, handle, or feel Frequently
Reach with hands and arms Under 1/3
Climb or balance Under 1/3
Stoop, kneel, crouch, or crawl Under 1/3
Talk or hear Frequently
Taste or Smell None
Weight- Lifting to 10 lbs. Under 1/3
Weight- Lifting to 25 lbs. Under 1/3
Weight- Lifting to 50 lbs. None
Weight- Lifting to 100 lbs. None
Weight- Lifting more than 100 lbs. None
Close Vision (clear vision- 20” or less) Yes
Distance Vision (clear vision- 20’ or more) Yes
Color Vision Yes
Peripheral Vision Yes
Depth Perception Yes
Ability to Adjust Focus Yes