Regional Financial Analyst

Terracon; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Terracon is seeking a seasoned accounting professional to oversee invoicing for complex regional projects. The role requires expertise in invoicing, revenue recognition, and collaboration with IT and finance teams to optimize systems and processes.

You will lead, audit, and improve billing practices, support the regional finance staff, and ensure contract terms are correctly reflected in project financials. A strong client-service mindset is essential.

Qualifications

• Bachelor's degree in Accounting or related field with 5+ years in accounting or 9+ years of related experience in lieu of degree.
• Strong understanding of invoicing processes, revenue recognition, and contract terms.
• Proficient in MS Office and ERP/financial systems.

Responsibilities

• Oversee accuracy and timely completion of invoicing for complex regional projects or clients.
• Support escalated invoicing and reporting activities for the finance team.
• Coordinate workload of the Regional Finance Team and prioritize tasks to meet deadlines.
• Read contracts and advise how billing affects project financials and revenue recognition.
• Ensure evidence of arrangements exists for revenue recognition with project management.
• Resolve invoicing questions from operations and other departments.
• Perform quality assurance audits on invoicing and collections activities.
• Provide professional internal/external client service by phone, email, chat, or in person.

Skills

Invoicing systems

Revenue recognition

Microsoft Office

Analytical thinking

Leadership

Education

Bachelor's degree in Accounting

Tools

ERP systems

Job description

General Responsibilities

Responsible for overseeing the accuracy and timely completion of invoicing activities for complex regional projects or clients for an engineering consulting firm. Proficient in Accounting concepts, practices, systems, and procedures related to invoicing and revenue recognition. Partners with IT and other Accounting & Finance departments on invoicing activities and systems.

Essential Roles And Responsibilities

• Oversee the accuracy and timely completion of invoicing activities for complex regional projects or clients. Proficient in Accounting concepts, practices, systems, and procedures related to invoicing and revenue recognition.
• Support other Corporate or Operational Finance staff members with escalated invoicing and reporting activities.
• Assist with the coordination of the workload of the Regional Finance Team and assign special projects as needed. Proactively and effectively prioritize workload and complete or delegate tasks to best meet appropriate deadlines.
• Read and understand project contracts related to billing and revenue recognition and communicate how contractual language impacts project financials.
• Work with Project Management and other Corporate departmental employees to ensure acceptable evidence of arrangement documentation exists for revenue recognition.
• Resolve questions from operations and other departments regarding invoicing status and follow up.
• Perform comprehensive quality assurance audits and quality control on invoicing and collections activities.
• Provide excellent internal and external client service by maintaining a positive and professional attitude while leading towards a collaborative solution while interacting by phone, email, chat, or in person.
• Perform data analysis as needed/requested by other team members within region or company.
• Participate in meetings with management for invoicing, reporting updates, and other issues.
• Participate in billing application and overall system testing as appropriate and requested.
• Partner with Corporate Billing Support on creating training materials and provide training for staff to increase knowledge and professional growth.
• Actively participate in Operations Accounting initiatives, ERP system improvements, and ad hoc projects as assigned in coordination by Regional and Corporate leadership.
• Assist Regional Finance team with procurement activities including creating and approving requisitions for goods and services, documenting receipt/delivery, ensuring accuracy of project information on invoices, new supplier onboarding, credit card reconciliations, and other tasks.
• Support company initiatives related but not limited to Pricing Tool adoption for quote and project creation.
• Follow safety rules, guidelines and standards 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

• Bachelor's degree in Accounting or related field and a minimum of 5 years' experience within the field. Or in lieu of a degree, a minimum of 9 years of related experience.
• Demonstrates competence in the areas of critical thinking, interpersonal relationships, communication and technical skills.
• Strong organizational and prioritization skills.
• Leadership and mentoring abilities
• Flexible and adaptable to the changing workflow and needs of the business.
• Proficient with Microsoft Office software.
• A valid driver's license with acceptable violation history may be required.