Regional Finance Representative

Terracon; Houston (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

Terracon in Houston is seeking an Accounting/Finance support specialist to coordinate project registration, billing, collections and procurement activities. The role requires careful attention to detail, strong communication, and deadline discipline.

You will work under supervision, preparing routine invoices, maintaining project files, and ensuring QA controls are followed. Responsibilities include billing per contracts, managing WIP, assisting with supplier onboarding and procurement tasks,

Qualifications

• Associate’s degree in related field, or in lieu of a degree, a high school diploma or equivalent plus a minimum of 2 years’ accounting‑related experience.
• Attention to detail and accuracy.
• Good communication skills for internal coordination.
• Ability to follow instructions and meet deadlines.
• A valid driver’s license with acceptable violation history may be required.

Responsibilities

• Coordinate project registration, billing, collection and procurement practices for an engineering firm.
• Prepare routine billing for designated projects within contractual agreements and deadlines.
• Maintain electronic project files, contracts, budgets, invoices and approvals; ensure QA compliance.
• Assist with timely review of registrations and change orders; maintain billing schedule and generate invoices.
• Perform routine collections activities and communicate with clients on past-due invoices.
• Handle procurement tasks including supplier onboarding, requisitions and receiving invoices.

Skills

Attention to detail

Good communication

Deadline driven

Instruction following

Education

Associate’s degree in related field

High school diploma + 2 years accounting experience

Job description

General Responsibilities

Responsible for coordinating the accurate and timely project registration, billing, collection and procurement practices for an engineering consulting firm.

Essential Roles and Responsibilities

Under immediate supervision, prepare routine billing for designated projects in accordance with contractual agreements, accounting standards, internal controls, and within defined billing cycles or client deadlines, ensuring that all billing is internally approved and sent to clients on schedule, attaching all necessary backup.

Project Setup, Review and Maintenance

• Assist with timely review of project registrations, completed both inside and outside the Regional Finance team, ensuring information matches with contract, purchase order and standard client required information.
• Assist with opening/closing tasks as needed.
• Add executed change orders to the system.
• Maintain assigned electronic project files related to financial documentation, including contracts, work authorizations, budget tracking, payment applications, client invoices, and internal approvals.
• Apply company quality assurance guidelines and procedures for project document management and retention.

Billing/ WIP Management

• Assist Regional Finance team members with maintaining billing schedule for all projects per contract terms or per schedule arranged with Regional Finance Manager.
• Initiate billing for all eligible projects per schedule.
• Generate draft invoices per client billing requirements; send for appropriate internal review and approvals before sending to PMs and additional parties as required by account.
• When no response from PM during billing timeframe, elevate within Regional Finance team appropriately or work directly with PM.
• Finalize invoices in the billing platform and submit invoice packages, including cover pages, applications for payment, lien waivers, and other applicable backup per client billing requirements.
• Distribute invoices to external clients through various distribution platforms such as mail, email, and client portal uploads.
• Assist with CMELMS responsibilities assigned to regional finance staff.

Collections

• Under immediate supervision, perform routine collections efforts which could include phone calls or emails. Communicate with clients regarding past-due invoices.
• Add notes in the collections tool for all collection activities including specifics on invoice submission, expected payment dates, and both internal and external follow-up communications.
• Follow up on all invoices open past terms/average days paid.
• Collaborate with Project Managers, Operational Finance, Corporate Collections, and direct supervisor to resolve outstanding AR issues.

Procurement

• Fill out onboarding forms for new suppliers not currently in procure-to-pay system.
• Create requisitions for all goods or services purchases.
• Create receipts for invoices once the good or service is received, and the invoice is correct.
• Reconcilate office credit card expenses in expense report portal.
• Follow safety rules and practices and other safety requirements for all projects.
• Be responsible for maintaining quality standards on all projects.
• Perform other duties as assigned.

Requirements

• Associate’s degree in related field, or in lieu of a degree, a high school diploma or equivalent plus a minimum of 2 years’ accounting‑related experience.
• Attention to detail and accuracy.
• Good communication skills for internal coordination.
• Ability to follow instructions and meet deadlines.
• A valid driver’s license with acceptable violation history may be required.