Job Title: Peak Consulting Group – Accountant

FLSA Status: Nonexempt (Hourly) – 20 Hours a week

Prepared By/Date: Human Resources – 4/27/24

Summary: Accountant is responsible for accounting tasks, accounts payable, accounts receivable support, job costing, government compliance, contract administration, financial systems, and administrative support at Peak Consulting Group. Accountant supports month-end close, reconciliations, financial statements and reporting.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

❑ Oversee assigned accounting workflow and processing tasks within the Ajera ERP system. Must aspire to become proficient in the Ajera ERP system and resolve data entry and processing issues, including coordination with Ajera ERP system support teams.

❑ Responsible for the Accounts Payable process. Review vendor invoices, employee expenses, credit cards, and other company expenses. Responsible for reviewing, coding, and entering vendor invoices. The task includes matching agreements, contracts, and client procedures. Must follow chart of accounts and government compliance guidance. Records expenses, reconcile accounts, and remits payments.

❑ Remits payments by check, ACH, and wires. Adheres to company treasury management policies and internal control procedures.

❑ Participate in periodic client billing, invoice preparation, supporting document compilation, and distribution to internal project managers and clients.

❑ Review incoming bank deposits, ACH payments, and electronic funding by clients. Match to client invoices and code documents and enter them into the Ajera ERP system.

❑ Manage and review the Accounts Payable Aging report and vendor payment recommended list. Provide weekly payment recommendations and management support. Perform daily review of Accounts Receivable Aging report and coordinate client collections and actions with project coordinator and management.

❑ Organize the company's online financial filing structure (SharePoint), including folders, document names, and contents. This task includes supporting the company's financial and operational document storage program.

❑ Support month-end close tasks to include Balance sheet reconciliations, job cost review, journal entries, revenue recognition, internal control review, and distribution of financial reports to management. Work directly with CPA and accounting management to meet monthly deadlines.

❑ Support project and budget set up in Ajera ERP system to adhere to client contract performance and billing requirements. Coordinate with operations team members on project set up and monitoring project performance.

❑ Participates in job cost analysis and cost variance analysis. Identifies discrepancies and unusual postings for review with management. Implements corrective actions within the Ajera ERP system.

❑ Records, or directs recording of, new or changed client contract rates/change orders in the Ajera ERP system.

❑ Maintains federal, state, and local tax compliance, including payroll, sales, use, business personal property, and federal/state tax return information.

❑ Support team members and management with various tasks that include administrative, project, employee, technology tasks.

❑ Works with team to establish system controls for financial systems and develops procedures to improve existing systems. Internal control is the company's highest priority.

❑ Coordinates preparation of external audit materials, tax return information, and external financial requirements.

❑ Interprets company policies and government regulations affecting internal accounting procedures.

❑ Create and recommend procedures to improve efficiency and improve internal control.

Competency:

To perform the job successfully, an individual should demonstrate the following competencies:

❑ Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures

❑ Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.

❑ Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.

❑ Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

❑ Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team environment: Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

❑ Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change.

❑ Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Inspires respect and trust; Accepts feedback from others; Provides vision and inspiration to peers and subordinates; Gives appropriate recognition to others; Displays passion and optimism.

❑ Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Demonstrates cost consciousness.

❑ Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

❑ Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

❑ Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.

❑ Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

❑ Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality including written and verbal skills,

❑ Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

❑ Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.

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/Experience:

Bachelors' degree (B. A.) preferred in Accounting/Finance or equivalent; or four to ten years professional services and accounting/finance and/or training; or equivalent combination of education and experience.

Language Ability:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Word, Excel, Outlook and Ajera ERP System Edition.

Certificates and Licenses:

N/A

Supervisory Responsibilities:

N/A

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Job Type: Part-time

Pay: $26.44 - $33.00 per hour

Expected hours: 20 per week

Benefits:

• On-the-job training

Experience level:

• 3 years

Schedule:

• 4 hour shift

Ability to Relocate:

• Lakewood, CO 80228: Relocate before starting work (Required)

Work Location: Hybrid remote in Lakewood, CO 80228