Project Accountant

Bassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating and preventative maintenance service solutions to customers throughout the United States and the world. It is not only a great place to grow and thrive in your career. It is a place to truly belong. As a member of the Bassett Mechanical Family, you'll enjoy a competitive compensation and benefits package and many professional growth opportunities. From the moment you're hired, to the day you retire, you're a part of our Bassett Mechanical Family.

Position Purpose

Administer and execute the accurate reporting, billing, and maintenance of Company customer projects and to communicate key information and data to management.

Position Responsibilities

• Perform monthly profit recognition procedures on work in progress to ensure accurate financial reporting of customer activity.
• Produce and submit accurate and timely customer billings and credit memos in accordance with contract paperwork, customer requirements, and sales and use tax regulations.
• Work with management, project managers, and other employees to ensure their project reporting and data needs are met.
• Develop knowledge and perform research related to multi-state sales and use tax laws as they relate to customer contracts and billings as well as company costs.
• Maintain good standing with our customers; investigate customer inquiries.
• Contact customers in a professional manner to facilitate the payment of outstanding invoices
• Co-administer the use of web-based portals as directed by our customers
• Create and maintain customer billing templates within Viewpoint
• Ensure the accuracy of job set-ups within Viewpoint.
• Perform job closing procedures on a monthly basis.
• Electronically deposit customer collections daily.
• Support the department by serving as a backup for several other functions.
• Establish and follow through on a personal, professional development plan.
• Support and maintain a safe and lean working environment.
• Perform all duties within the quality management system and ISO standards.
• Other duties as assigned by manager.

Summary of Skills, Knowledge and Abilities

• Prerequisites
• Associate’s or Bachelor’s degree in accounting (Bachelor’s degree is preferred).
• Three to five years of work experience in construction accounting is preferred.
• Knowledge of Wisconsin sales and use tax laws as they relate to construction contractors is preferred.
• Understanding of accounting principles.
• Other Skills & Experience Required:
• Ability to perform routine tasks with a minimal level of supervision. Non-routine tasks and special assignments may require “check-ins” with a manager.
• Ability to perform a detailed level of analysis. Detailed documentation, analysis, and reconciliation are required.
• Excellent communication (verbal and written) and customer service skills.
• Ability to interact with customers to address complex or sensitive issues in a professional manner.
• Ability to multi-task and prioritize.
• Efficient computer skills and working knowledge of Microsoft Excel and Outlook.
• Strong organization skills and attention to detail.

• Other Requirements:
• Serve as a notary public.

Direct Reports

• None