Project Accountant

Posted Yesterday
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Willis, TX, USA
In-Office
Mid level
Professional Services • Industrial
The Role
Manages the financial lifecycle of projects, including quote-to-order conversion, contract milestones, change orders, revenue recognition, invoicing, profitability analysis, KPI reporting, and process development. The role collaborates closely with project managers and coordinators to improve project financial visibility and performance. Candidates should be proactive, detail-oriented, comfortable with Excel and ERP systems, and available for occasional evenings and weekends during critical periods.
Summary Generated by Built In

Description

Fair Labor Standards Act (FLSA): (Exempt/Non-Exempt): Exempt

The Project Accountant will serve as the primary point of contact for managing the financial lifecycle of projects, from converting quotes to sales orders through to project completion. This flexible role, open to candidates of varying seniority levels, requires a proactive "doer" who can take ownership of processes, collaborate closely with project managers and project coordinators, and provide actionable insights into project performance. The role is critical in moving PurgeRite from a reactive to a proactive approach in managing project financials.

Key Responsibilities

  • Quote-to-Sales Order Conversion: Document and Manage the process of project quotes to sales orders, ensuring contract terms and milestones are correctly established and tracked.
  • Contract and Milestone Management: Oversee the setup and tracking of contract milestones, ensuring accuracy and alignment with project objectives. This includes a focus on making sure Change Orders have proper documentation and approvals.
  • Revenue Recognition:  Prepare monthly revenue recognition for a portfolio of projects using the percentage-of-completion method. 
  • Invoicing Process: Manage the end-to-end invoicing process, from contract initiation to project completion, ensuring timely and accurate billing.
  • Collaboration with Project Managers and Project Coordinators: Work closely with project managers and Project Coordinators to track project milestones, manage change orders, and address budget variations.
  • Project Profitability Analysis: Conduct detailed profitability analysis to provide insights into project performance and identify areas for improvement.
  • Process Development: Help define and build processes for this new role, potentially creating process flows and improving existing systems.
  • KPI Tracking: Monitor and report on key performance indicators (KPIs) to enhance visibility into project financials.

Requirements

  • Experience: Open to junior or senior-level candidates (3+ yrs experience) with a proven ability to manage project financials or similar responsibilities. Experience in project accounting, contract management, or financial analysis is preferred.
  • Skills:
    • Strong attention to detail in tracking milestones, managing change orders, and analyzing budgets.
    • Proficiency in project profitability analysis and KPI tracking.
    • Working knowledge of percentage-of-completion revenue recognition preferred.
    • Ability to work hands-on and take initiative in a fast-paced environment.
    • Excellent collaboration and communication skills to work effectively with project managers and other stakeholders.
    • Comfort with process development and the ability to create or refine workflows.
    • Intermediate Excel is required and NetSuite or other ERP systems are helpful
    • A proactive "doer" who thrives in a roll-up-your-sleeves culture and takes ownership of their work.
  • Availability: Willingness to work occasional random weekends and evenings, particularly during critical periods of the month for the remainder of the year.

PurgeRite is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability.  

Skills Required

  • At least 3 years of experience managing project financials or similar responsibilities
  • Strong attention to detail in tracking milestones, change orders, and budgets
  • Proficiency in project profitability analysis and KPI tracking
  • Ability to work hands-on and take initiative in a fast-paced environment
  • Excellent collaboration and communication skills
  • Comfort with process development and workflow creation or refinement
  • Intermediate Excel proficiency
  • Willingness to work occasional evenings and weekends during critical periods
  • Experience in project accounting, contract management, or financial analysis
  • Working knowledge of percentage-of-completion revenue recognition
  • Experience with NetSuite or other ERP systems
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The Company
200 Employees
Year Founded: 2008

What We Do

PurgeRite is a specialized mechanical-flushing and purging contractor serving hydronic HVAC and geothermal systems across the United States. It develops engineered pre-commissioning flush plans and performs flushing, geothermal purging, remediation, and related industrial services to remove debris and air, improve system performance, efficiency, reliability, and lifespan. Its customers include data centers, universities, hospitals, commercial and industrial facilities, and campus and district-energy systems.

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