Regional Financial Analyst

Terracon; Lynnwood (WA); On-site; USD 85,000 - 110,000; Full time

Job summary

Terracon seeks a Billing and Revenue Specialist to ensure precise invoicing for complex regional projects. You will work with IT and Finance to optimize processes and maintain strong client service.

The role requires 5+ years in accounting with advanced Excel skills and ERP experience, including contract review and revenue recognition. You will coordinate regional workloads and mentor teammates in a dynamic environment.

Qualifications

• Bachelor’s degree in Accounting or related field; minimum 5 years’ experience in accounting; or minimum 9 years’ related experience in lieu of a degree.
• Experience with contract review, revenue recognition, project billing, cost tracking, and profitability analysis.
• Advanced Excel skills and proficiency with data analysis tools and reporting techniques.
• Strong analytical, organizational and problem-solving skills with ability to manage multiple priorities.
• Leadership and mentoring abilities; able to adapt to changing workflow.

Responsibilities

• Oversee invoicing accuracy and timely completion for complex regional projects or clients.
• Support escalated invoicing and reporting activities for Finance staff.
• Coordinate workload of Regional Finance Team and prioritize tasks to meet deadlines.
• Read project contracts and communicate impact of terms on billing and revenue.
• Collaborate with Project Management to ensure evidence for revenue recognition.
• Respond to inquiries on invoicing status from operations and other departments.
• Perform quality assurance audits on invoicing and collections.
• Provide excellent internal and external client service by phone, email, chat, or in person.

Skills

Advanced Excel

Financial analysis

Contract review

Leadership

Communication

Problem solving

Multitasking

Education

Bachelor's degree in Accounting

Tools

Oracle Fusion Cloud ERP

Microsoft Office

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.


• 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.


• Experience with accounting principles, including contract review, revenue recognition, project billing, cost tracking, and profitability analysis.


• Demonstrates competence in the areas of critical thinking, interpersonal relationships, communication and technical skills.


• Advanced Microsoft Excel skills, including the use of formula, functions, pivot tables, data analysis tools, and reporting techniques.


• Strong analytical, organizational and problem-solving skills with the ability to manage multiple priorities.


• 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.

Preferred Qualifications

• Experience working in Oracle Fusion Cloud ERP or similar enterprise financial systems.


• Experience supporting engineering, consulting, or project-based businesses.


• Familiarity with project lifecycle financial management, budgeting, and forecasting.