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Motive Companies · 15 hours ago

Project Accountant & Billing Specialist

Tustin, CA

Full-time

Onsite

Mid Level

$32/hr - $37/hr

3+ years exp

Motive Companies is focused on solar and energy storage projects, and they are seeking a Project Accountant & Billing Specialist to manage financial aspects from contract execution to closeout. The role involves accurate billing, revenue recognition, cost tracking, and financial reporting while supporting project managers and ensuring timely cash flow.

Environmental ConsultingIndustrialRenewable Energy

Responsibilities

Review EPC, solar, battery storage, and service contracts to understand billing schedules, milestones, retainage, and payment terms

Set up new projects in the ERP system with all contract data, customer information, budgets, change orders, and compliance requirements

Maintain accurate project records in the ERP, updating for change orders, contract revisions, and project scope adjustments

Create and submit down payment, milestone, and progress invoices according to contract terms

Prepare construction billing packages, including AIA G702/G703 , schedule of values, lien waivers, compliance documents, and backup

Coordinate with Project Managers to ensure billing aligns with actual project progress and schedule

Ensure timely and accurate submission of invoices to customers and their AR platforms (e.g., portals, Procore, utility partners)

Post and apply customer payments accurately to corresponding invoices and projects

Monitor AR aging, follow up on outstanding receivables, and resolve discrepancies

Prepare weekly AR reports and assist with cash flow forecasting

Track actual project costs vs. budget and provide updates to PMs and leadership

Assist with cost-to-complete and percent-complete calculations to support accurate revenue recognition

Prepare monthly accruals and adjustments for financial close

Perform variance analysis and generate project-specific financial reports

Work closely with Project Managers, Engineering, Sales, Procurement, and Contract Administration

Participate in project review meetings, providing financial insights, risk flags, and billing updates

Support PMs with cost data, budgets, and forecasting needs

Assist with initial project budget setup and ongoing monitoring

Analyze cost trends related to materials, labor, subcontractors, storage equipment, and change orders

Provide detailed cost reporting for internal leadership or external stakeholders

Maintain audit-ready documentation for all project financials, costs, and billing

Ensure compliance with state and federal construction accounting requirements, including lien laws

Support internal and external audits as needed

Qualification

Project accounting experienceConstruction accounting principlesAIA billing experienceERP systems familiarityMicrosoft Excel proficiencyAnalytical skillsDetail-orientedCommunication

Required

3+ years of project accounting or construction accounting experience required (solar, electrical, renewable energy, or GC experience strongly preferred)

Experience with AIA billing, lien waivers, contract compliance, and construction billing processes is required

Strong understanding of construction accounting principles and cost tracking

High proficiency in Microsoft Excel (VLOOKUP, pivot tables, data analysis)

Detail-oriented with excellent organization and follow-through

Ability to manage multiple priorities and deadlines in a fast-paced environment

Excellent communication and interpersonal skills for cross-functional teamwork

Strong analytical and problem-solving abilities

Preferred

Bachelor's degree in Accounting, Finance, Business, or related field preferred

Experience with AIA billing, lien waivers, contract compliance, and construction billing processes is required

Familiarity with project accounting software or ERP systems (e.g., Sage 500, Microsoft Dynamics) is a plus

3+ years of project accounting or construction accounting experience required (solar, electrical, renewable energy, or GC experience strongly preferred)