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 organized Accounting Clerk to provide administrative and clerical support to the Accounts Receivable, Accounts Payable, and Purchasing departments. This role assists with routine data entry, document processing, record maintenance, and departmental coordination while helping ensure information is complete, accurate, and properly organized.

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

Task and Responsibilities:

• Assist Accounts Receivable with preparing customer invoices and assembling supporting billing documentation.
• Assist with maintaining accounts receivable records, aging reports, and customer account information.
• Receive, log, and organize customer payments and related remittance documentation for review and application.
• Compile and maintain billing support documents, including retainage, lien releases, and preliminary notice records, as directed.
• Help research billing discrepancies and route questions to the appropriate team member for resolution.
• Receive, organize, and route vendor invoices for Accounts Payable review and approval.
• Assist with matching vendor invoices to purchase orders, receipts, and other supporting documentation.
• Enter invoice and vendor information into company systems and maintain accurate electronic and physical records.
• Assist with vendor setup documentation, including W-9 and ACH information, and route vendor inquiries appropriately.
• Receive material requisitions and review them for completeness before routing them to Purchasing.
• Assist Purchasing with collecting and organizing vendor quotes and preparing purchase order information.

• Maintain purchasing files, order records, and vendor correspondence, and help track order status.
• Provide general clerical support, documentation, and filing assistance to Accounts Receivable, Accounts Payable, and Purchasing as needed.

Qualifications/Requirements:

• High school diploma or equivalent; associate degree or coursework in accounting, business, or a related field preferred.
• 1-2 years of accounting, purchasing, data entry, or administrative support experience preferred.
• Basic understanding of accounts receivable, accounts payable, and purchasing processes preferred.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook.
• Experience with accounting or ERP systems, such as Spectrum, preferred.
• Strong attention to detail and commitment to accurate data entry and recordkeeping.
• Good organizational skills with the ability to prioritize routine tasks and meet deadlines.

• Clear written and verbal communication skills with a helpful, service-oriented approach.
• Ability to handle confidential information and work collaboratively in a fast-paced team environment.

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.