EPG Project Finance Manager

Yancey Bros. Co.; Austell (GA); On-site; USD 90,000 - 140,000; Full time

Job summary

Yancey Bros. Co., an established Caterpillar dealer serving Georgia since 1914, seeks a Project Finance Manager to lead cost accounting, budgeting, and billing for complex projects.

You will drive accuracy in costs, margins, and forecasts while partnering with operations and finance teams to safeguard profitability. You will oversee monthly close, robust financial controls, and performance reporting, mentoring staff and ensuring compliance with policies and standards.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• Advanced Excel skills and strong data accuracy.
• Experience with ERP, accounting, project management, and reporting systems.
• Strong analytical and problem-solving abilities.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Lead project cost accounting activities from setup to closeout.
• Review financial performance and ensure accuracy of costs, revenue, margins, and forecasts.
• Collaborate with project managers to develop budgets and cost estimates.
• Lead annual budgeting and forecasting for the department.
• Produce timely financial reports and dashboards for decision making.
• Maintain controls and documentation for project accounting, billing, and collections.

Skills

Excel

D365

ERP systems

Project management

Financial analysis

Attention to detail

Education

Bachelor’s degree in Accounting, Finance, Business Administration, or related field

Tools

ERP software

Accounting software

Reporting systems

Job description

Description

Who We Are:

From Georgia. For Georgia. Since 1914 Yancey Bros. Co. has proudly served as the authorized Caterpillar equipment dealer for Georgia, providing our customers with the highest quality sales, parts and service. From Caterpillar heavy and compact construction equipment to on-highway trucks, we remain committed to learning more about our customers, offering equipment and support to keep up with their changing needs. This all starts with our greatest asset…our employees.

What You Will Be Doing:

The Project Finance Manager provides financial leadership and oversight for project operations by ensuring accurate project cost accounting, leading the budgeting and forecasting processes, and managing billing and collections. This position delivers timely financial insight, maintains strong financial controls, supports informed business decisions, and promotes project cost accountability.

Primary Responsibilities:

• Lead project cost accounting activities, including job setup, cost coding, cost allocation, committed cost tracking, and project closeout.
• Review project financial performance and ensure costs, revenue, margins, and forecasts are recorded accurately and in accordance with company policies and accounting standards.
• Partner with project managers and operational leaders to develop project budgets, establish cost baselines, and maintain accurate estimates at completion.
• Lead the annual budgeting process and periodic forecasting activities for the department, including the consolidation, analysis, and presentation of financial plans.
• Analyze budget-to-actual results, identify cost and margin variances, communicate financial risks and opportunities, and recommend corrective actions.
• Oversee customer billing to ensure invoices are accurate, complete, properly supported, and issued in accordance with contract terms and billing schedules.
• Manage accounts receivable and collection activities, including monitoring aging, resolving billing disputes, coordinating follow-up, and escalating past-due balances as appropriate.
• Prepare and present timely financial reports, forecasts, dashboards, and management analyses to support informed business decisions.
• Establish and maintain effective financial controls, standardized procedures, and documentation for project accounting, budgeting, billing, and collections.
• Support month-end and year-end close activities, account reconciliations, audit requests, and compliance requirements related to project financials.
• Lead, coach, and develop assigned employees; establish performance expectations, assign responsibilities, and promote accountability and continuous improvement.
• Collaborate with Operations, Sales, Finance, Credit, and other departments to resolve financial issues and improve project profitability and cash collection.
• Other duties as assigned.

Additional Responsibilities:

• Participate in required safety program, and work in a safe manner
• Complete additional tasks as assigned by management

Who We Are Looking For:

To be successful in this position you should have prior experience in a financial leadership role. This position also requires someone who is comfortable with collaborating with other departments to resolve financial issues as well as improve profitability and cash collection.

Education/Experience:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a closely related field required.

Required Qualifications/Skills:

• Advanced proficiency in Microsoft Excel and D365; experience with ERP, accounting, project-management, and reporting systems.
• High attention to detail and commitment to data accuracy, confidentiality, and financial controls.
• Strong analytical and problem-solving skills, with the ability to identify financial risks, trends, and opportunities.

Values:

At Yancey Bros. Co, we are always looking to add people to our team who share our core values:

• Safety: We value the lives and health of our team and customers above all else.
• Integrity: We are ethical and trustworthy, demonstrate respect for others, and communicate truthfully and promptly.
• Teamwork: We work as one across our organization for the benefit of our customers.

Ideal candidates will demonstrate the following values:

• Acting in a safe manner
• Exhibiting honesty and integrity
• Acting in a fair and ethical manner
• Team mentality
• Delivering quality results
• Exhibiting pride and ownership
• Working with a sense of urgency
• Exhibiting a winning attitude

What We Offer:

Yancey Bros. Co. offers a full benefits package that includes aggressive compensation levels, technician tool allowances, full medical, vision and dental coverage, employee wellness programs, paid vacations and more.

Competitive Pay Structure

• Competitive Pay
• Technician Tool Allowance
• 401k Plan Strong Company Match
• Employee Profit Sharing
• Financial Wellness Coaching

Employee Wellness Program

• Prescription Drug Coverage
• Flexible Spending Accounts
• Short & Long Term Disability
• Group Life Insurance

Personal Time Off

• Paid Holidays
• Tuition Reimbursement
• Ongoing Training

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.