Robert Half • Urbandale, IA 50322
Job #2689834268
Description We are offering a contract to hire employment opportunity for a diligent and detail-oriented Financial Analyst in URBANDALE, Iowa. This role primarily involves managing multiple projects in the financial sector, preparing accurate customer invoices, and maintaining and updating purchase orders. The ideal candidate will be adept at reviewing and processing vendor invoices and conducting job account reconciliations.
Manage assigned projects as the key point of contact and perform a variety of duties
Prepare customer invoices accurately for all individually assigned accounts, including appropriate sales tax application
Review billed sales report and accurately record job costs, track all costs of the job throughout the project as compared to estimates, record and track proper accruals, and report to the management profitability on a timely and accurate basis
Create, maintain, update, and manage purchase orders
Review vendor invoices for accuracy and process for payment
Perform job account reconciliations and other various accounts as assigned
Monitor outstanding receivables and work with customers and the credit team to resolve customer disputes and facilitate customer payment
Set-up Subcontractor agreements within system application based on approved documents and terms
Review billing backlog and coordinate communication with appropriate management to resolve obstacles
Perform general administrative functions to support the customer service process
Undertake additional duties as needed and assigned to ensure a reflection of a Center of Excellence for our customers' experience. Requirements - Proficiency in accounting functions and budget processes
Solid understanding of finance principles
Experience with QuickBase and Intuit QuickBase software
Knowledge of HVAC and refrigeration systems is a plus
Ability to handle posting payments, post payments tasks
Experience with purchase orders, customer invoices, and entering vendor invoices
Excellent analytical, problem-solving, and decision-making skills
Strong communication and interpersonal skills
Ability to work independently and as part of a team
Proficiency in Microsoft Office Suite, particularly advanced Excel skills
Attention to detail and accuracy, ability to multitask and meet deadlines
Bachelor's degree in finance, accounting, or related field.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (~~~) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.
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