Critchfield Mechanical, Inc. · 15 hours ago
Project Accountant
San Jose, CA
Full-time
Onsite
Entry, Mid Level
$85K/yr - $110K/yr
2+ years expCritchfield Mechanical, Inc. is seeking a Project Accountant to support the financial success of construction and mechanical contracting projects. The role involves managing project billings, ensuring accuracy in cost tracking, and providing timely reporting to project managers and stakeholders.
ComputerElectronics"Heating Ventilation and Air Conditioning (HVAC)"Manufacturing
Responsibilities
Maintain accurate job cost data, including labor, materials, equipment, subcontracts, and change orders
Prepare monthly job cost reports
Prepare and submit progress billings, including AIA billing formats when applicable
Track customer billing status, retainage, and collections; address billing issues promptly with clients and internal teams
Process subcontractor and vendor invoices to ensure proper coding, documentation, and alignment with contract terms
Review purchase orders, and change orders for financial accuracy and compliance with company policies
Maintain accurate and organized project documentation, including insurance certificates, lien waivers, and compliance reporting
Assist with audit requests related to specific projects
Provide monthly financial summaries, cost-to-complete projections, and cash flow updates
Support project managers with data-driven insights for decision-making
Collaborate with the accounting team to ensure accurate month-end and year-end close processes
Work closely with project managers, estimators, field teams, and company leadership
Communicate financial information clearly and professionally to both internal and external stakeholders
Assist in improving accounting processes and project financial controls
Qualification
Required
2–5 years of accounting experience, preferably within construction, mechanical contracting, or related industries
Strong understanding of job costing, WIP schedules, and construction billing practices
Proficiency with accounting/project management software (e.g., Viewpoint, Sage 300, Procore, or similar)
Advanced skills in Microsoft Excel and general financial analysis
Excellent organizational skills and attention to detail
Preferred
Bachelor's degree in Accounting, Finance, Business Administration, or related field
Familiarity with AIA billing and construction contract terms
Experience with union labor reporting or prevailing wage projects
Understanding of mechanical systems and terminology used in the industry
Company
Critchfield Mechanical, Inc.
Critchfield Mechanical is an engineering company offering heating, ventilating, and air conditioning systems services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kailasam Senthil
Partner
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