ACCOUNTS COORDINATOR

CI Design, Inc.; Boston (MA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) matching

Commuter benefits

PTO

Paid company holidays

Job summary

CI Design, Inc. in Boston seeks an Accounts Coordinator to manage the financials of a portfolio within the Mission Critical practice. Reporting to the COO, you will handle project setup, invoicing, and closeout.

This full-time role requires strong Excel skills and experience with project accounting, billing, and internal controls. You will collaborate with Project Managers, Finance, AP/AR, and senior leadership.

Qualifications

• Experience managing finances of multiple projects.
• Experience in architecture/engineering/construction industry preferred.
• Knowledge of billing, contract compliance and invoicing procedures.
• Bachelor's degree preferred but not required.

Responsibilities

• Financial management of projects including setup, maintenance, invoicing, and closure.
• Build relationships with internal business partners to ensure collaboration.
• Organize and prioritize workload to meet deliverables; escalate as needed.
• Implement process improvements identified by management.
• Collaborate with PMs on WBS and contract-compliant invoices.
• Evaluate project setup and budget changes for contractual compliance.
• Monitor accounts receivable and collections.

Skills

Project accounting

Budgeting

Forecasting

Invoicing

Financial reporting

WBS

Excel

Unanet

Deltek

Communication

Attention to detail

Multitasking

Tools

Unanet

Deltek

Microsoft Excel

Job description

ACCOUNTS COORDINATOR

Department: GENERAL

Employment Type: Full Time

Location: BOSTON, MA

Reporting To: PRINCIPALS

Compensation: $75,000 / year

Description

Ci is seeking a motivated and experienced industry professional to contribute to our architectural projects in our Boston office. Reporting to the COO, in this role you will be responsible for the overall financial management of a portfolio of projects within Ci's Mission Critical practice.

KEY RESPONSIBILITIES

Primary responsibilities associated with this position include, but are not limited to:

• Financial management of projects assigned by the Project Manager, which includes but is not limited to project setup, maintenance, invoicing, and project closure.
• Build strong relationships with and serve as a trusted advisor to our internal business partners including Project Managers, other Project Accountants, Finance Managers, Accounts Payable and Accounts Receivable, to ensure collaborative teamwork.
• Independently organize and prioritize workload to ensure timely completion of deliverables. Escalate concerns/issues as required.
• Implement process or procedural changes identified and rolled out by management.
• Collaborate with PM's for project work breakdown structures (WBS), issue accurate and contractually compliant invoices, and perform other ad hoc functions as requested.
• Evaluate project setup and budget change documentation to ensure compliance with contractual requirements and internal controls.
• Monitoring accounts receivable and collections

SKILLS, KNOWLEDGE AND EXPERTISE

• Strong understanding of project accounting principles within the architecture, engineering, or construction industry.
• Experience managing financial aspects of complex projects from setup through closeout
• Knowledge of project budgeting, forecasting, revenue recognition, contract compliance, and invoicing procedures.
• Ability to analyze financial data.
• Experience with work breakdown structures (WBS), project cost tracking, and budget modifications.
• Advanced proficiency in Microsoft Excel and accounting/project management software such as Unanet or Deltek.
• Excellent organizational skills with the ability to manage multiple projects and deadlines simultaneously.
• Strong attention to detail and accuracy in financial reporting and documentation.
• Ability to work independently while collaborating effectively with Project Managers, Finance, AP/AR teams, and senior leadership.
• Strong written and verbal communication skills.
• Knowledge of contractual billing requirements and internal financial controls.
• Ability to identify process improvement opportunities and support implementation of operational efficiencies.
• Experience working in a fast-paced, deadline-driven professional services environment.

BENEFITS

• Opportunity to work on diverse projects.
• Supportive and collaborative work environment.
• Competitive compensation and benefits package including medical, dental, and vision, 401(k) matching, commuter benefits, PTO, and paid company holidays.