Accounting Tasks

• Handle invoice processing and allocate costs to projects using SAGE software.
• Oversee weekly rental tracking and asset management with Tool Watch.
• Execute AP check runs and prepare required lien waivers.
• Manage monthly credit card reconciliations and generate financial reports.
• Prepare and file 1099 forms, sales/use taxes, and quarterly tax documents.
• Maintain accurate records for W9s and track tax-exempt certifications.
• Analyze monthly sales trends and compile Excel-based reports.
• Coordinate credit applications, process expense reports, and assist with other AP-related duties.

Project Support

• Partner with project managers to assist in bid preparation and project tracking.
• Facilitate weekly PM meetings and provide updates on progress.
• Download and organize project plans using PlanGrid.
• Update key spreadsheets, including bidding schedules and manpower allocations.
• Assign job numbers and manage essential project documentation such as insurance and prequalification forms.
• Handle bid forms, bonds, and close-out packages, including warranty submissions.

• Background in accounts payable and/or project coordination, ideally A/E/C space.
• Proficiency in accounting software like SAGE and familiarity with asset tracking tools.
• Strong Excel and Microsoft Office skills.
• Outstanding organizational and multitasking abilities.
• Effective communication and problem-solving skills.
• Notary Public certification (a plus, but not required).