Western Allied Mechanical

About Western Allied Mechanical

Western Allied Mechanical stands on the cutting edge of HVAC system design and operation. We combine innovative thinking and technologies with our intricate engineering to create, build and maintain comfortable, energy-efficient environments. Our relational focus and entrepreneurial spirit continually drive us to attract and develop the finest talent, while building and enduring customer relationships. We strive to be Driven by Innovation, Grounded in Care and Dedicated to Teamwork. Western Allied has been Operating for over 50 years as a mechanical contractor for biotech, high tech, retrofit, and LEED/Green projects. We are looking for intelligent, organized and innovative people to join our team!

Description of Position

We are seeking a detail-oriented and proactive Project Accountant to join our accounting team in the construction industry. This role is responsible for managing customer billing, tracking receivables, and ensuring timely collections while maintaining accurate records and supporting project teams with billing-related needs

Pay Range: $70,000 – $80,000 per year (range is dependent on years of experience)

Task and Responsibilities:

• Prepare and submit customer invoices, including AIA and progress billings.
• Monitor accounts receivable aging and follow up on outstanding balances.
• Process payments and apply them accurately to customer accounts.
• Submitting lien releases and track preliminary notices as required.
• Assist in maintaining accurate records of retainage and ensure proper billing.
• Communicate with project managers and customers to resolve billing discrepancies.
• Support audits and provide documentation as needed.
• Maintain compliance with company policies and industry regulations.
• Submitting the preliminary requests with CNS and filing the completed preliminary notices.
• Maintain vendor setup process and provide ACH information on request.
• Reconcile job costs between Service and Construction jobs.

• Assist Purchasing Department with material requisitions, vendor quotes, purchase orders, and vendor communications.
• Assist Accounts Payable with reviewing, processing, and submitting invoices through company systems.

Qualifications/Requirements:

• High school diploma or equivalent; associate degree or higher in accounting or related field preferred.
• 2+ years of experience in accounts receivable, preferably in the construction industry.
• Familiarity with AIA billing, lien laws, and retainage.
• Proficiency in accounting software (e.g. Spectrum).
• Strong attention to detail and organizational skills.
• Excellent communication and customer service abilities.
• Ability to work independently and collaboratively in a fast-paced environment.

• Experience with ERP systems and job costing.
• Knowledge of California construction billing practices and regulations.

Working at Western Allied Mechanical comes with a competitive salary and benefits package that includes a 401K Plan, discretionary 401K profit-sharing & matching, and Paid Time Off. This is a rewarding position that offers the excitement and satisfaction of working both individually and with a team. As a company with fewer than 350 employees, we are focused on supporting the professional growth of our employees and treating them like family. Our open-door policy facilitates our culture of mutual support that permeates work experience. Our location in Union City is ideal for commutes from all over the Bay Area.

Western Allied Mechanical is an equal opportunity employer located in Union City, CA. To be considered for this position, please submit your resume and cover letter describing your experience and interest in working with us.