Accounting Specialist

Position Summary

The Accounting & Financial Specialist is responsible for supporting Results Contracting and the Finance Department by managing and contributing to the company’s systematic accounts payable, accounts receivable, subcontractor and vendor management, and sales commission workflow. This position plays a critical role in maintaining accurate project records, managing documentation, and assisting with financial processes including collections, processing and tracking vendor and subcontractor invoices, closing the financials on projects, calculating sales commissions, reporting, and general accounting support.

The Specialist ensures deadlines are met, confirms the accuracy and integrity of invoices, job profitability, sales commissions and compliance standards are upheld, and financial accuracy is maintained, directly contributing to the company’s overall efficiency, accountability, and long‑term success.

Key Responsibilities

• Review and reconcile subcontractor and vendor invoices for accuracy and properly apply to each project. Log and track subcontractor invoices for approvals and payment aligned with our weekly payroll and approval process.
• Manage supplier material and labor pricing for accuracy and manage updates in the CRM.
• Reconcile key material supplier accounts (ABC) including invoices, returns, etc. for accuracy and properly apply job costing and payments to each project.
• Monitor, scan and apply subcontractor labor and supplier material receipts and invoices to projects.
• Review and ensure subcontractor insurance is compliant.
• Work cross functionally with Project Management, Production and Subcontractor Compliance to manage labor and material pricing accuracy and pricing updates in the estimating system.
• Manage the project close out process in the CRM (Acculynx) to calculate final margin on all projects and cap out jobs.
• Calculate and enter sales commissions, management overrides, and performance bonuses in the CRM commissions process and system.
• Run and review regular and systematic reports in the CRM including the weekly sales commission reports by office location.
• Contribute and assist the Payroll Specialist with managing the sales staff advance, bonus, commission, and payroll process.
• Manage Accounts Payable expenses and work with Management to create monthly reports. Reconcile and track expense receipts, company invoices and credit card accounts.
• Reconcile building permit payments and roof reports.
• Manage Acculynx Transfer file process and reporting details.

• Serve as departmental support on accounts receivable.
• Engage in direct communication with customers, vendors, and insurance providers to resolve outstanding receivables.
• Follow defined department workflows and SOPs, while supporting process improvement initiatives. Add value and support to evolve SOPs and workflows to improve department efficiencies, performance, and collections.
• Actively engage with workflow and SOP actions on a daily basis, supporting and driving A/R team compliance and actions.
• Oversee, coach and engage with AR Specialist(s) to ensure effective, timely, and efficient collections actions and communications that are aligned with our SOP’s and workflows. Facilitate issue resolution and actively engage in next steps and solutions with problematic collections issues.
• Review and manage file escalation and legal/lien tracking process to confirm compliance with state policies. This may include evaluating alternate collections actions, conciliation courts, etc. Document SOP, alternate solutions, and confirm escalation and management process and actions with the Director of Finance. Manage timelines and follow-up activity on a consistent basis.
• Assist to monitor and track processes for insurance checks that require endorsements submitted for Prospect and Completed/Invoiced files. Assist and engage in follow‑up process with A/R team, homeowners, and financial institutions to drive efficiency and prompt resolution to endorsements and resolve any issues. Work through obstacles and look to identify and communicate ongoing steps with customers such as inspection…