1. Contract Review & ERP Project Setup

• Review EPC, solar, battery storage, and service contracts to understand billing schedules, milestones, retainage, and payment terms.
• Set up new projects in the ERP system with all contract data, customer information, budgets, change orders, and compliance requirements.
• Maintain accurate project records in the ERP, updating for change orders, contract revisions, and project scope adjustments.

2. Billing & Invoicing

• Create and submit down payment, milestone, and progress invoices according to contract terms.
• Prepare construction billing packages, including AIA G702/G703, schedule of values, lien waivers, compliance documents, and backup.
• Coordinate with Project Managers to ensure billing aligns with actual project progress and schedule.
• Ensure timely and accurate submission of invoices to customers and their AR platforms (e.g., portals, Procore, utility partners).

3. Accounts Receivable Management

• Post and apply customer payments accurately to corresponding invoices and projects.
• Monitor AR aging, follow up on outstanding receivables, and resolve discrepancies.
• Prepare weekly AR reports and assist with cash flow forecasting.

4. Project Accounting & Revenue Recognition

• Track actual project costs vs. budget and provide updates to PMs and leadership.
• Assist with cost-to-complete and percent-complete calculations to support accurate revenue recognition.
• Prepare monthly accruals and adjustments for financial close.
• Perform variance analysis and generate project-specific financial reports.

5. Cross-Functional Collaboration

• Work closely with Project Managers, Engineering, Sales, Procurement, and Contract Administration.
• Participate in project review meetings, providing financial insights, risk flags, and billing updates.
• Support PMs with cost data, budgets, and forecasting needs.

6. Budgeting & Cost Analysis

• Assist with initial project budget setup and ongoing monitoring.
• Analyze cost trends related to materials, labor, subcontractors, storage equipment, and change orders.
• Provide detailed cost reporting for internal leadership or external stakeholders.

7. Compliance & Audit Support

• Maintain audit-ready documentation for all project financials, costs, and billing.
• Ensure compliance with state and federal construction accounting requirements, including lien laws.
• Support internal and external audits as needed.

• Bachelor's degree in Accounting, Finance, Business, or related field preferred.
• 3+ years of project accounting or construction accounting experience required (solar, electrical, renewable energy, or GC experience strongly preferred).
• Experience with AIA billing, lien waivers, contract compliance, and construction billing processes is required.
• Familiarity with project accounting software or ERP systems (e.g., Sage 500,  Microsoft Dynamics) is a plus.

• Strong understanding of construction accounting principles and cost tracking.
• High proficiency in Microsoft Excel (VLOOKUP, pivot tables, data analysis).
• Detail-oriented with excellent organization and follow-through.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent communication and interpersonal skills for cross-functional teamwork.
• Strong analytical and problem-solving abilities.