Summary of Role
Solar Savings Direct is seeking an Accountant with strong managerial & bookkeeping skills to support our financial processing of transactions. This individual will be responsible for recording, computing, and classifying revenue data to ensure complete and accurate financial records. This role will work closely with the interim Controller implementing accounting processes and controls ensuring GAAP compliance and accurate reporting in a ‘post’ start-up accounting environment. To be successful in this role, the candidate must have solid experience working as a Bookkeeper / Accountant and fully understand the accounting framework. We are looking for an energetic team player with excellent internal and external customer service experience, mindfulness, strong communication skills with a positive attitude. This is a single person accounting team allowing an incredible amount of growth for a candidate seeking advancement in their accounting career.
Duties & Responsibilities
Accounts Receivable:
- Create customer estimates and invoices using a solar-based internal CRM; review customer information and ensure accurate posting of contract information (amount, dates, customer information, etc.) using QBO
- Reconcile customer invoices with internal CRM using various different portals with multiple financial partners
- Receive payments ensuring accurate payment information, resolve payment discrepancies as needed
- Reconcile payments with bank activity ensuring all payments are posted
- Oversee A/R Aging using internal based CRM. Review past due accounts and update QBO with project status
- Oversee Collections with preliminary notices, calling on past-due accounts, collection notices, etc. Initiate write-offs process as needed
- Prepare weekly A/R forecasting report for relevant stakeholders
Accounts Payable:
- Work closely with Interim Controller implementing A/P workflow process ensuring accurate invoice processing with proper accounting controls and GAAP compliance
- Process weekly A/P batch payments
- Oversee A/P aging
- Setup vendors as needed and request W-9’s from subcontractors, assist with annual 1099 process ensuring accurate vendor information
Additional Duties:
- Work with Interim Controller overseeing credit card transactions and receipt management;
- request missing receipts from employees
- Calculate Commission breakdowns
- Payroll support as needed
- Assist with A/R funding process as needed
Requirements:
- 5+ years of experience working as an Accountant or Bookkeeper (solar industry preferred)
- 5+ years working under GAAP compliance • 3+ years of experience working with full cycle A/P & A/R
- Demonstrated experience implementing accounting processes and controls
- Accounting Management experience strongly preferred
- Bachelor’s degree in accounting
- Attention to detail, effective and timely communication (plural & written), excellent customer service skills, confidentiality and professional demeanor
- Ambitious for growth in accounting field