Project Accountant

Loftin Equipment Co.; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid holidays

Tuition reimbursement

Disability insurance

Life/AD&D coverage

Job summary

Loftin Equipment Co. is seeking an accounting professional to manage project accounting, invoicing, and cost tracking for industrial sales.

The role focuses on creating and closing sales jobs in systems, monitoring scope changes, and ensuring accurate billing and procurement alignment with project budgets. The candidate should have 2+ years in accounting operations, a Bachelor’s degree, and strong Excel and CRM/ERP system experience.

Qualifications

• 2+ years of experience in accounting operations, preferably project or construction accounting.
• Bachelor’s Degree in Business Administration, Accounting, Finance, or equivalent.
• Proficiency with Microsoft Office 365, advanced Excel (VLOOKUP, pivot tables).
• Knowledge of Salesforce, Microsoft Business Central, or similar CRM/ERP systems preferred.
• Strong communication skills and ability to explain complex financial information clearly.
• Exceptional attention to detail with ability to multitask in a fast-paced environment.
• Strong technical aptitude and ability to train others on new systems.

Responsibilities

• Create, maintain, and close sales jobs in accounting systems with complete documentation.
• Monitor and update projects for scope changes, adjust costs and billing schedules.
• Issue purchase orders and verify procurement aligns with budget and scope.
• Process vendor invoices, post costs to correct codes, reconcile discrepancies.
• Record project cost transactions including contingencies and inventory.
• Generate accurate invoices for industrial sales and ensure billing requirements are met.
• Analyze project costs to identify variances and ensure on-budget allocations.
• Collaborate with project managers to ensure milestones are billed and reduce unbilled AR.
• Assist with monthly routines including project closures, journal entries, and reports.
• Provide financial support to other units within the Sales Department.

Skills

Communication skills

Attention to detail

Multitasking

Training others

Education

Bachelor’s Degree in Business Administration, Accounting, Finance, or equivalent

Tools

Excel

Salesforce

Microsoft Business Central

Job description

At Loftin, we provide certainty in an uncertain world by delivering reliable generator power solutions our customers can count on. Family owned and operated for nearly 50 years, we’ve built a legacy on relationships, problem-solving, and doing things the Loftin way — with consistency, integrity, and a people-first mindset. We’re not just providing an elite experience in power – we’re empowering people. Our team is family-focused, growth-minded, and driven to provide solutions that last by developing people who never stop learning. When you join Loftin, you become part of something bigger — a community dedicated to powering progress and shaping a more dependable future.

Who You Are

You are a reliable, customer-focused problem solver. You effectively communicate, and listen, through cooperation and teamwork. You are always looking to improve whether learning something new or seeking ways to promote better quality. You are driven to do what it takes to get the job done!

Mission:

Ensure all RFQs, job site locations, and customer facing project documentation are accurately captured and reported in a timely manner.

Obsessions:

• Support the Industrial Sales team: Input quality customer & project data in to systems. Gather all job site, unit information, and PIF details. Optimize cash flow through timely invoicing and cost tracking.
• Communicate and Coordinate Appropriately with Team: Follow and enforce communication standards. Lead a consistent, on-brand customer experience by overseeing the financial elements that impact the project process for our customers.
• System and Tool Utilization: Internal systems and tools need to be utilized to their capabilities as they grow.

Expectations:

To perform this job successfully, an individual must be able to perform each of the following expectations satisfactorily.

• Create, maintain, and close sales jobs in accounting systems, ensuring complete and accurate documentation for all transactions.
• Monitor and update ongoing projects for scope changes, adjusting cost and billing schedules.
• Issue purchase orders and verify procurement aligns with project budget and scope.
• Process vendor invoices, confirming costs are posted to the correct project cost codes or accounts, reconciling any discrepancies
• Record project cost transactions, including contingency expenses and equipment in inventory
• Generate accurate and timely invoices for industrial sales, ensuring all billing requirements and policies are met.
• Analyze project costs to identify variances, making certain that projects remain on budget and cost allocations are accurate.
• Collaborate with project managers to ensuring all completed work & milestones are billed, reducing unbilled AR.
• Assist with monthly routines, including project closures, posting internal invoices, journal entries, and generating reports.
• Provide financial support to other business units within the Sales Department, assisting with financial tasks.
  • Ad Hoc
    • Other duties and projects as assigned

Success Metrics:

• Most Critical Outcome: Department Net Income $.

Qualifications/Experience/Education:

• 2+ years’ experience in accounting operations, preferably with a focus in project accounting, construction accounting, or similar industry
• Bachelor’s Degree in Business Administration, Accounting, Finance, or equivalent relevant work experience.
• Proficiency with Microsoft Office 365 applications with advanced understanding of Excel, including managing large data sets and complex functions (i.e. VLOOKUP, pivot tables).
• Knowledge of Salesforce, Microsoft Business Central, or similar CRM/ERP systems preferred.
• Strong communication skills, including the ability to explain complex financial information clearly, engage effectively in discussions, and respond well to feedback in both positive and challenging situations.
• Exceptional attention to detail with the ability to effectively multitask in a fast-paced environment.
• Strong technical aptitude, with a quick learning curve for new systems and the ability to train and support team members in their adoption.
• Must be able to successfully pass a background investigation, which includes a motor vehicle check, and drug screen.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must frequently lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include color vision, close vision, distance vision, depth perception, peripheral vision, and ability to adjust focus.
• Must be able to regularly talk or hear.
• The employee is frequently required to sit, use hands to finger, handle, or feel; reach with hands and arms.
• The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl.

We offer a comprehensive compensation package. This includes benefit offerings you’d expect to see at a large company, all designed to help you take good care of yourself and your family. The benefits include:

• Choice of two subsidized Medical plans – PPO, and HDHP/HSA options
• Health Care and Dependent Care Flexible Spending Accounts
• Subsidized Dental and Vision plan
• Traditional 401(k) and Roth 401(k) plans, with an immediately vested dollar for dollar (up to 4%) employer match
• Disability – short-term & long-term, 100% employer paid
• Basic Life/AD&D, 100% employer paid
• Voluntary Life/AD&D available for employee, spouse and children
• Voluntary Critical Illness and Accident coverage
• Voluntary identify theft protection coverage
• Vacation and Paid Sick Time
• Paid Holidays
• Tuition Reimbursement

At Loftin Equipment Co., we don’t just accept difference — we embrace it, welcome it, and recognize the value it brings to our customers and employees.

Loftin Equipment Co. is proud to be an equal opportunity workplace. Equal opportunity and consideration are afforded to all qualified applicants and employees. We won’t discriminate based on, Veteran status, race, religious beliefs, national origin, age, gender, pregnancy, physical or mental disability, sexual orientation, or any other category protected by law.

Further, Loftin Equipment Co. is committed to working with and providing reasonable accommodation to applicants with disabilities in accordance with the American Disabilities Act and state disability laws.

Equal Opportunity Employer
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.