Project Accountant - San Francisco 

Overview

Accurately manage the accounts receivable for all clients to ensure timely revenue flow and cash collection for the company.

Representative Tasks and Responsibilities

Verify the accuracy of subcontractor and vendor invoices. Ensure that he subcontractor has invoiced using the  standard form completely. Accurately enter and post all subcontractor expenses to the job.Create billing schedule for Project Managers and work with subcontractors to ensure they have followed the prescribed billing schedule.Produce monthly client invoices to meet the client specifications.Manage lien releases for client and subcontractors.Communicate with subcontractors to ensure accurate invoicing. Work closely with Manager of AP and Project Managers on any subcontractor payment issues.Close out projects. Verify that all client billings have been presented to the client. Confirm with Manager of Payables that all subcontractor costs have been accounted for. Provide timely and accurate final project revenue and expense accounting.Participate in any and all training required to perform duties of position to fullest extent and assist Senior Manager in development of Individual Development Plan.Perform other projects and duties as assigned.
Qualifications

College degree in accounting, finance and/or bookkeeping preferred. Proficient Knowledge of Timberline, Procore, and Microsoft Office and other standard software programs.Minimum of 3 Years in the construction industry

**Duties and Responsibilities: **

•Develops and expands business within existing and new accounts.

•Recruits, screens, interviews, and reference checks applicants for temporary, temp-to-hire and/or direct-hire placement.

•Provides customer service to clients, including monitoring the progress of each assignment and problem solving to insure that client needs are met.

•Enters applicant, client and job order data into computer.

•Must be organized, team oriented and be able to communicate effectively.

•Knowledge of effective interview technique and of the legalities of interviewing, placement and documentation.

•Ability to handle multiple tasks simultaneously, and to prioritize those tasks.

•Ability to communicate clearly and accurately over the phone and in person with co-workers, applicants, candidates and clients in a courteous and professional manner.

•Ability to understand client needs and make successful placements based on those needs.

•Desire to be proactive and sales oriented.

•Ability to work as part of a team, have a great memory and learn quickly

•Must be extremely computer literate and be active in several social media platforms.

•Assist in promoting a positive candidate experience.

**Required Qualifications: **

•2+ year degree from a recognized college or university

•Excellent verbal and written communication skills

•Must be able to follow procedures and office practices.

•Ability to recruit from entry level to Corporate staff.

•Must be confident, intelligent, professional, friendly and be a team player

•Must have experience with career boards, and sourcing resumes.

•B2B sales is a plus.

•Must be a professional, goal driven, motivated, self-starter.

McCall Staffing Services is a division of Certified Employment Group, one of Northern California's largest, privately owned staffing firms. Serving Northern California since 1963, we have spent over 50 years building a solid reputation for providing reliable, skilled staff to a wide range of industries. McCall specializes in temporary, temp to hire, and direct placements. For up to date job openings,

**Educational Requirements: **

• Bachelor’s degree or equivalent.

**Skills and/or Experience: **

• A minimum of 2 years nonprofit experience.

• Demonstrated success in event planning and customer relations. 

• Experience talking to donors and soliciting donations.

• Strong computer experience including: Microsoft Office (Word, Excel, Outlook, PowerPoint.)

• Raiser’s Edge database experience a plus.

• Excellent interpersonal, written and social media skills.

• Highly organized, detail-oriented and self-motivated with the ability to multi-task.

• Knowledge of San Francisco Jewish community preferred.

Duties and Responsibilities:

• Coordinate logistics for all regional events including local chapter Board meetings, the annual gala dinner,  parlor meetings, synagogue/church events, etc. 

• Provide support to chapter director, including expense reports, budgets, logistics, registration, donor information, and meeting material.

• Handle all departmental communications and related tasks including, but not limited to: responding to requests for information from donors and executing large mailings.

• Oversee administrative duties in running the office including data entry and database donor management.

• Assist in developing and maintaining relationships with lay leaders, board of directors, committee members and current donors in order to steward and advance relationships.

• Performs other duties as required.

Representative Tasks and Responsibilities

1. Provide estimating experience and leadership for the Preconstruction Department.

2. Assume the lead role in the preconstruction process from conceptual budget through procurement of final subcontractor and vendor agreements to ensure quality and timely delivery of estimates.

3. Delegate and assign estimating team roles and responsibilities.

4. Review RFP, look over RFP response, and participate in RFP interview with prospective Client.

5. Review drawings, specifications, reports, building regulations and any other special requirements necessary to formulate a comprehensive scope of work.

6. Confirm actual site conditions of projects by conducting site surveys and making recommendations to the Client and design members on best approach. This may involve several engineering or testing agencies such as geotech, soils, structural, or hazardous material abatement.

7. Participate and assist in preparation of detailed estimates (conceptual, schematic, design development, construction) and/or oversee and/or prepare accurate preliminary construction budgets to include subcontractor scope letters, subcontractor bids analysis and final proposal presentation to client. This would be a team effort under your direction or in collaboration with other staff

8. Ensure all estimates and budgets, are accurate, complete and reflect the actual requirements of the project. This includes assuring an adequate number of qualified and financially sound subcontractor proposals received and evaluated.

9. Coordinate the assembly of the Preconstruction materials for presentation purposes to the Client for each phase of the project development.

10. Estimator proactively compares competitive bids, review quotes and estimates with the Project Manager and/or Superintendents.

11. Prior to hand off of a project to the project team perform post-bid buyouts and prepare preliminary project schedules.

12. Generate owner contract for review and approval by Vice President/Project Executive.

13. Post project to accounting database to provide project team with current project information.

14. Organize and lead the transition meeting between the project operations team and the preconstruction team and coordinate the follow-up meetings to ensure scope of work is clearly understood. Ensure clear communication and effective collaboration between departments.

15. Collaborate and check in with project team to ensure project is built on schedule, within budget and meets or exceeds quality standards and client expectations.

16. Serve as the Owner/Client relationship Manager or Project Executive for specified projects or accounts as required.

17. Initiate and maintain positive working relationships with clients, architectural, structural, civil, and MEP engineers, consultants, subcontractors, vendors and other project team members. Building strong working relationships within the various departments.

18. Maintain positive subcontractor relationships and identify new qualified subcontractor alliances for equitable work distribution.

19. Assist with maintaining Timberline database to ensure costs are up to date.

20. Review other team member estimate assignments to ensure accuracy and completeness prior to formal submission.

21. Keep current on changes and trends in methods of construction and materials, construction costs, wage rates, fringes and working rules.

22. Recommend departmental and project process improvements to increase effectiveness, efficiency and productivity.

23. Represent company at all times in a professional manner that is consistent with the company’s values, including maintaining current project-specific knowledge, being prepared for project meetings, proactively communicating with the project team, and meeting deadlines and commitments.

24. Adhere to Company policies, procedures and performance standards.

25. Perform other projects and duties as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience:

• Bachelor’s degree or higher in a construction or architecture related discipline is mandatory.  
• 15-20 years’ experience construction industry  
• 3-5 years in mentoring/managing staff.

Specialized Knowledge, Skills and Job Requirements:   

• Basic understanding of accounting principles and math skills.  
• Proficiency in the areas: estimating, scheduling, budgeting/cost control, financial reporting, client relationship, interpersonal skills, computer skills, ability to communicate, both written and oral, leadership and organizational skills.  
• Success in managing preconstruction process for major, complex projects.
• Working knowledge and comprehension of blueprints and plans.  
• Negotiation skills.
• Comfortable and convincing in public presentations and project interviews.  
• Contract administration (specific to the construction industry).  
• Working knowledge of software programs, MS Office, MS Project, Adobe/Bluebeam, Timberline Estimating, On Screen Takeoff and Procore.
• Proficiency with Timberline Estimating software strongly preferred.

Executive Assistant

6 months to a year …

Main responsibilities:

• Help schedule group meetings with VIPs, Board, Chairs using Outlook

• Maintain database in Salesforce

• Tech support as needed in meetings – set up laptops to our video conferencing equipment (this may not be essential)

• Help prepare documents to be distributed at meetings and events

• Assist on site at events, board meetings as necessary

• Track RSVPs to invitations for VIPS, Board, Chairs

• The Executive Associate supports the Executive Director on all work-related activities, functions, and administrative tasks. 
• A qualified candidate will have experience managing an extensive and detailed Outlook calendar, a history of executing all aspects of on-site meetings, the ability to record detailed meeting notes, field incoming calls and emails, work in collaboration with the executive director on all project planning, execution, and daily administrative activities. 
• Position requires the ability to engage professionally, courteously, and with a customer-service oriented approach with board members, executive committee members, patrons, business professionals and other VIP’s.

RESPONSIBILITIES:

• Extensive Outlook calendar management for the Executive Director, including meetings, events, drive time, conference calls, travel itineraries, tentative plans and action items/tasks. 
• Supports the Executive Director with scheduling, correspondence, emails, incoming requests, RSVP’s, project planning/execution, compiling/generating reports, preparing presentations and printed materials for meetings. 
• Planning, scheduling and execution of key meetings, including set-up/break down, ordering food/beverages, execution of requested materials or AV needs, assisting attendees, and being the liaison for the executive director. Occasional offsite travel will be required for meetings/events. 
• Responsible for maintaining minutes for key meetings through direct transcription. Filing all minutes electronically and in binders for quick reference. 
• Responsible for maintaining all Board and Committee related materials both electronically and in binders. 
• Collaboration with Executive Director on preparing presentations to Board and Advisory Board. PowerPoint presentations, written materials/reports, agendas, spreadsheets, and visual displays. ​
• Responsible for fielding all incoming email and phone calls for the Executive Associate. 
• Ability to professionally and promptly handle all local, national, and international calls. Requires exceptional communication skills combined with a high level of sensitivity, confidentiality, diplomacy, and the ability to take detailed messages and refer calls appropriately. 
• Responsible for general administrative functions including ordering supplies, maintaining data/forms, making travel arrangements, completing mileage/reimbursement forms, updating accounts and managing the Executive Director’s online files.  
• Organizing requests from members of the board and other important donors.  
• Preparing and disseminating the annual Board Directory.  
• Managing the annual committee review process.  
• Working with curatorial department and leadership for visiting dignitaries or special out-of-town guests to coordinate exhibition tours.  
• Anticipating informational needs of the executive director, including biographies for upcoming meetings and events. 
• Attending and assisting with events as assigned by the executive director. 
• Other responsibilities as assigned by the executive director.

QUALIFICATIONS:

• Bachelor’s Degree preferred but not required. 
• 3-4 years’ related experience, in a non-profit setting preferred. 
• Experience working with executive professionals, dignitaries, board members or executive committees.  
• Excellent written and oral communication skills with a high attention to detail.  
• Proficiency with Microsoft Office software. Outlook, Word and basic Excel experience required. Helpful software would include: Salesforce, PowerPoint, Adobe Acrobat Pro, Publisher, and Adobe InDesign. 
• Ability to plan, multi-task, maintain high organizational standards, work with attention to detail, problem solve and work in daily collaboration with changing priorities. 
• Desire to thrive in a team environment that takes pride in the organization’s mission, commitment to integrity, willingness to innovate, and an overall enthusiasm for our brand.

COMPETENCIES:

Professional and Results-Oriented:

• Highly organized and a self-starter, with strong attention to detail and an entrepreneurial spirit 

• Seeks to consistently produce results that achieve goals and objectives 

 • Conscientious and efficient in meeting commitments and observing deadlines 

 • Able to work independently with minimum supervision 

 • Good judgment, tact and discretion 

 • Ability to translate ideas into action 

 • Good ambassador for Asia Society, with current knowledge about the organization locally and globally

Collaboration and Teamwork:

• Excellent skills in communicating with people from different cultures, backgrounds, and across time zones 

 • Actively follows best practices in nonprofit communications and is highly collaborative, organized, adaptable and team-oriented. 

• Works with others towards common purposes to achieve shared goals by developing and maintaining responsive, cooperative and mutually beneficial internal and external relationships 

 • Acts as a global facilitator to have conversations, exchange ideas and build understanding

Innovation:

• Identifies new and creative ways of doing something or solving a problem that improves, changes and results in value to the organization and constituencies (could be through technology or introducing new ways of thinking) 

 • Uses technology for impact, reach and efficiency, such as through social media, databases, etc.

Technical Expertise:

• Professional competencies in the related field of work 

 • Recognizes trends in theory and practice of one’s own technical area and effectively prepares for anticipated changes 

 • Experience in Salesforce highly desirable and the use of custom web forms and membership tools is a plus. Strong computer skills (MS Word, MS Excel) are required.

This is a full-time position.

PRINCIPAL DUTIES AND RESPONSIBILITIES

Fundraising

• Leading the development team, driving a donor-centric culture, building relationships and implementing best practices to accomplish financial goals.
• Execute fundraising strategies to raise budgeted goal from corporations, individuals, and foundations.
• Partner with Executive Director and Regional Vice President growing relationships for major gifts and board / volunteer recruitment.
• Accountable to develop and steward a portfolio of donors to secure sponsorship, individual and corporate donations, event sponsors / teams, grants, and other partnerships. 
• Proficiency with Salesforce or equivalent customer database software (e.g., data input, record updating, gift processing, report production).
• Identifies, qualifies, cultivates, solicits, and stewards sponsors, supporters and event participants ensuring a high-touch stewardship plan for donors and partners.
• Manages, executes and provides leadership to team implementing local special events.
• Assists with sponsor solicitation for program activities.
• Maintains relationships with medical and corporate donors and partners. 
• Identifies committee members, leads the effort to build stronger committees and identifies and builds volunteer and donor support networks.

Additional ​

PRINCIPAL DUTIES AND RESPONSIBILITIES

• Supervise planning, execution, budgeting, and evaluation of assigned events.
• Manage a fundraising portfolio 
• Creating and executing fundraising strategies, work to grow additional revenue. 
• Serve as a member of the development team influencing and driving relationships and best practices to accomplish market and region financial goals.
• Accountable to develop and steward a portfolio of relationships to provide funding for our mission (sponsorship, campaigns, event teams, grants, donations, and other partnerships).
• Develop revenue projections and provide financial analysis.
• Oversee stewardship activities; ensure a high-touch response to partners and donors.
• Work with high level volunteers to provide local leadership, resources, and partnerships.
• Drive donor-centric partnerships to support financial goals of market events, programs and prioritized initiatives.
• Deliver high customer service to all constituents.
• Ensure compliance with policies, including employment, risk management, event and cash handling, and financial controls.
• Demonstrate integrity, collaboration and stewardship.
• Other duties as assigned.

MINIMUM QUALIFICATIONS

• Bachelor’s degree and 3-4 years of non-profit, fundraising and/or sales experience preferred.
• Established success in fundraising and non-profit leadership.
• Proven record of success in account management and developing corporate partnerships that result in exceeding revenue targets.
• Knowledge of product marketing/sales concepts.
• Outcome driven with ability to respond to changing circumstances and priorities.
• Excellent oral and written communication, presentation, and interpersonal skills.
• Proficient in computer-based information systems.
• Ability to work some evenings and weekends.

WORKING CONDITIONS, EQUIPMENT USED AND SPECIAL INFORMATION

• Must have unimpeachable integrity and trustworthiness while possessing a high degree of tact, discretion, and professionalism. Verbal and written communication skills will be used daily. 
• Maintain effectiveness under pressure. 
• Competency in use of a multiple-line telephone, personal computer, fax machine, photocopier, and other standard office equipment. 
• Ability to lift and transport equipment weighing up to 25 lbs. 
• Must have a valid driver’s license and own insured or have daily access to a vehicle. 
• Flexible to work evenings and weekends as needed. Available for overnight business travel. .

Payroll Support:

• Collect information for payroll processing, review and clear exceptions
• Process regular semi-monthly payroll, non-regular payroll checks, and review youth employment training bi-weekly payroll using ADP WorkforceNow while adhering to strict timelines for file transmissions
• Request payroll funding and benefit payments to vendors
• Ensure hourly and salaried timecards are reasonable, time allocations are accurate, properly approved and interfaced to pay records; resolve discrepancies
• Maintain time and attendance and payroll records for compliance, and completeness of employee records in ADP
• Create, update and maintain employee records including new hires, separation and employee changes
• Run various semi-monthly, monthly, quarterly and annual reports for users; serve as liaison to ADP for employee payroll inquiries
• Reconcile benefits and pension accounts from payroll records to ledgers; reconcile payroll summary to payroll register
• Monitor and review accruals and balances for employee vacation and other time-off
• Generate and maintain payroll schedules
• Respond to FTB requests for information; support Affordable Care Act compliance
• Adhere to company policies and procedures; make recommendations on payroll improvements
• Understand and communicate to staff the ADP notices for any new regulations and requirements; train employees as needed
• Assist with payroll, financial and other agency audits, and filing

Accounting Support:

• Prepare cash receipts and deposits
• Support accounts payable functions 
• General ledger account reconciliations
• Regulatory and management reporting assistance

• Prepare    and    record    journal    entries    to    support    a    timely    month-end    close    using    Quickbooks. 

• ​Record    cash    and    expense    transactions,    ensuring    accurate    categorization.   

• Process    accounts    payable/accounts  

• receivable.

• Maintain    current    compliance    with    all    Federal,    State    and    Local    tax    Laws    and    ensure    all    business    filings    are    completed. 

• Making    sure    the    accounting    procedures    comply    with    current    government    regulations    and    requirements.  

• Providing    advice    on    estimated    tax    payments    we    should    make    during    the    year.  

• Partner    with    various    departments    on    accrual,    vendor    management    and    contracts    management. 

• Assist    with    other    accounting    projects    and    perform    ad    hoc    analysis    and    reporting.  

• Performing    monthly    balance    sheet,    income    statement,    and    changes    in    financial    position/budget    variance    analysis. 

• Perform    account    analysis    and    bank    reconciliations.   

• Work    with    external    auditors    twice/year    for    interim    and    year    end    audit. 

• Develop    financial    planning    and    budgeting    models. 

• Preparing    yearly    budgets    for    review    by    management.  

• Analyze    financial    reports    and    pinpoint    key    issues.  

• Track    fixed    assets    and    prepare    depreciation    schedules.   

• Researching    accounting    issues    for    compliance    with    generally    accepted    accounting    principles    (GAAP).

• Create    financial    forecasts    so    management    can    make    better    decisions    in    the    business.

• Explain    the    financial    statements    so    management    can    understand    the    ins    and    outs    of    the    business. 

• Help    determine    areas    of    growth    in    the    business    by    providing    insight    on    cash    flow    patterns,    business    financing    

• and    work    closely/report    to    finance    manager    and    CFO.

• Willing    to    work    in    a    small    office    environment    in    a    close    family    style    setting. 

• Ability    to    meet    assigned    deadlines. 

Qualifications 

Accounting    or    Finance    bachelor    degree    or    Accounting    certificate    required

Must    have    at    least    5    years    accounting    experience

Property    management    experience    preferred

Knowledgeable    in    US    GAAP

Skills

Microsoft    Excel    and    Word    proficient 

Quickbooks    proficient

Strong    analytical/problem    solving    skills 

Honest/trustworthy/credible

 Detailed    oriented/organized

Ability    to    communicate    effectively    both    written    and    verbally

 ​