Project Finance & Accounting Specialist

IDEX; Huntsville (AL); Sur place; USD 75 000 - 95 000; Plein temps

Résumé du poste

IDEX is seeking a Project Accounting & Finance Professional to support a portfolio of service and equipment projects. You will handle project setup, modifications, and contract-to-system reconciliation under the FP&A Manager guidance.

Responsibilities include project accounting, forecasting, and commercial support, with emphasis on ensuring billing readiness and accurate monthly reporting. This full-time role requires independent work after training and close collaboration with Billing,

Qualifications

• Experience with project accounting and revenue recognition.
• Familiarity with ERP systems (Deltek Costpoint) and CRM (Microsoft Dynamics CRM).
• Ability to perform month-end close and reporting in FP&A context.

Responsabilités

• Contract and project setup; verify approvals and documentation before processing project setup and approved modifications in ERP.
• Reconcile contract values, project details, funding, and modifications between systems; investigate discrepancies.
• Project accounting and project-to-cash support; validate labor, materials, subcontractor costs, and cost allocations.

Outils

Deltek Costpoint

Microsoft Dynamics CRM

Description du poste

Overall Purpose

ADS is seeking a Project Accounting & Finance Professional for a full‑time role within the Finance organization. The role supports an assigned portfolio of service and equipment projects, with primary responsibility for project setup, approved modifications, and contract‑to‑system reconciliation. Additional responsibilities include project accounting, billing readiness, operational reporting, forecasting, and commercial support. The analyst works under the direction of the FP&A Manager. Routine assignments are managed independently after training; complex revenue recognition, accounting judgments, and forecast assumptions receive manager review. The role supports Billing and Collections rather than owning invoice issuance or collection activity. Contract acceptance, pricing approvals, and policy exceptions remain with authorized managers.

Job Responsibilities

Primary focus: contract and project setup Support the duly executed contract process by verifying required approvals and documentation before processing project setup and approved modifications in Deltek Costpoint ERP. Reconcile contract values, project details, funding, and approved modifications between Microsoft Dynamics CRM and Deltek Costpoint ERP; investigate and resolve discrepancies with the appropriate teams. Review project set up against approved billing terms and established revenue recognition policies; escalation exceptions for review. Project accounting and project-to‑cash support Validate labor, materials, subcontractor costs, and cost allocations for assigned projects; resolve routine accounting questions and coordinate consistent practices with regional business analysts. Support billing readiness by confirming purchase orders, approved rates, milestones, contract terms, and required supporting documentation with Billing and project managers. Review aged unbilled balances and billing discrepancies; coordinate resolution with Billing, Collections, and project managers. Track approved and pending change orders; flag work performed outside approved scope or funding without treating pending changes as authorized. Support project closeout by reconciling remaining costs, revenue, billing, and outstanding commitments and escalating unresolved items. Month‑end close and reporting support Prepare assigned revenue recognition schedules, journal entries, accruals, deferrals, cost adjustments, and reclassifications under established accounting policies and manager review procedures. Reconcile assigned project‑related accounts and project margins; investigate differences and explain significant revenue and cost variances. Prepare assigned schedules and concise commentary for monthly reporting, flash results, and business reviews; support regional consolidation and corporate FP&A submissions for manager review. Operational analysis and forecasting support Maintain weekly and monthly project dashboards and health scorecards covering backlog, budget consumption, margins, utilization, productivity, and bookings quality; investigate unusual trends and respond to routine project financial questions. Identify project margin risks and track corrective actions agreed with Operations and project managers. Update assigned weekly and monthly forecast schedules for revenue, labor, cost to complete, and cash flow; coordinate project manager inputs and flag variances against the annual operating plan for manager review. Maintain backlog burn‑out schedules and equipment/service order assumptions; support regional forecast consolidation and resource‑planning analysis using approved assumptions. Commercial analysis and controls support Prepare quote pricing and margin calculations using approved labor, equipment, subcontractor, and service‑cost assumptions; escalation commercial exceptions to authorized approvers. Maintain assigned approval and reconciliation evidence for SOX controls, check overhead allocations against established methods, and escalation documentation gaps or unusual cost drivers.

Join Our Culture

Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world? IDEX is an Equal Opportunity Employer.

Equal Opportunity and Accommodation Notice

IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws.

Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at [e-mail] for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.

About IDEX

IDEX (NYSE: IEX) is a company that has undoubtedly touched your life in some way. In fact, IDEX businesses make thousands of products that are mission‑critical components in everyday activities. Chances are the car you’re driving has a BAND‑IT® clamp holding your side airbag safely in place. If you were ever in a car accident, a Hurst Jaws of Life® rescue tool may have saved your life. If you or a family member is battling cancer, your doctor may have tested your DNA in a quest to find the best targeted medicine for you. It’s likely your DNA test was run on equipment that contains components made by our growing IDEX Health & Science team.