Regional Finance Representative

Terracon; Tulsa (OK); On-site; USD 42,000 - 62,000; Full time

Job summary

Terracon is seeking a detail-oriented Billing Specialist to coordinate project registration, invoicing, collections, and procurement for engineering projects in Tulsa. Under supervision, you will prepare routine billing, review registrations, maintain financial files, and ensure timely client invoicing with proper backups.

You will support the Regional Finance team with billing schedules, open AR follow-ups, and supplier onboarding, while upholding company QA standards and internal controls.

Qualifications

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

Responsibilities

• Prepare routine billing for designated projects per contract terms and deadlines.
• Review project registrations for accuracy and alignment with contracts.
• Maintain electronic project files with contracts, budgets, invoices, and approvals.
• Add executed change orders to the system.
• Submit invoices with backup and obtain internal approvals; distribute to clients.
• Perform routine collections efforts for past due invoices.
• Assist with supplier onboarding and create purchase requisitions.
• Office credit card reconciliations and expense reporting.

Skills

Attention to detail

Communication skills

Deadline driven

Team coordination

Education

Associate's degree or equivalent

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, which may include 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 prior to sending to PM’s 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 e.g., 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.
• Office credit card reconciliations in expense report portal.

• Follow safety rules and practices and other safety requirements for all projects. Participate in pre-task planning. Report any safety issues or concerns to management.
• 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.