What are the responsibilities and job description for the Finance Assistant position at Vital Energy?
Finance Assistant - A/P & A/R
Sebastopol, CA | Full-Time | 8AM – 5PM
ABOUT US
We are a growing renewable energy and construction company specializing in residential and commercial solar, battery storage, and generator projects throughout Northern California. We pride ourselves on delivering high-quality work while maintaining a collaborative, supportive, and team-oriented environment. We are seeking a detail-oriented and dependable Finance Assistant to support our Finance Department with Accounts Payable, Accounts Receivable, and general accounting functions in a fast-paced construction environment.
ABOUT THE ROLE
The Finance Assistant will assist with processing vendor invoices, customer payments, expense reports, and bank transactions while ensuring all records are accurate and properly coded. This role requires strong organizational skills, attention to detail, and the ability to communicate effectively with vendors, customers, managers, and field staff. This is an excellent opportunity for someone looking to grow within the accounting and finance field while gaining experience in the construction and renewable energy industry.
KEY RESPONSIBILITIES
Accounts Payable & Expense Processing
- Receive and process vendor invoices, expenses, and receipts.
- Enter and reconcile credit card transactions.
- Follow up on missing receipts, approvals, and documentation.
- Code expenses to the correct jobs/projects.
- Process employee expense reimbursements.
- Maintain vendor records including W-9s, insurance, 1099s, etc.
- Maintain organized digital and paper accounting records.
Accounts Receivable & Construction Billing
- Generate and send customer progress invoices based on project milestones.
- Monitor A/R aging reports and follow up on outstanding balances. Communicate professionally with customers regarding invoice status and payment collection.
- Apply customer payments accurately in QBO.
- Monitor Accounts Receivable aging reports and follow up professionally on outstanding balances and collections.
- Review contracts and change orders for billing accuracy.
- Support lien release and payment tracking processes.
- Support the Finance Team with collections follow-up, project P&Ls, and reconciliations.
- Maintain organized customer billing records and supporting documentation.
Banking & Accounting Support
- Process bank feed transactions in QBO.
- Apply customer and vendor payments.
- Maintain and update various systems, spreadsheets and trackers.
- Assist the Finance Team with additional accounting and administrative tasks as needed.
QUALIFICATIONS
- 2-3 bookkeeping experience, preferred.
- QuickBooks Online experience strongly preferred
- Experience in Accounts Payable, Accounts Receivable and bookkeeping support
- Solar or construction industry experience preferred, but not required
- Strong understanding of accounting and bookkeeping principles
- Excellent data entry and organizational skills
- High attention to detail and accuracy
- Ability to prioritize tasks and meet deadlines
- Experience with Google workspace, spreadsheets, CRM’s, a plus
- Strong communication and follow-up skills
- Customer service mindset with professionalism and discretion
WHAT WE OFFER
- Competitive wage, dependent on experience.
- Benefits include Medical, Dental, PTO and sick leave (after 90 days),
- Professional development assistance, employee discounts, and referral and bonus programs.
- Provide all technology and equipment as needed, including company laptop, cell phone, etc., as needed.
- Fully stocked kitchen with snacks, treats, and drinks.
- Great opportunity for growth and advancement. We believe in nurturing and promoting from within, whenever possible.
- Friendly, down to earth and collaborative work environment in our beautiful offices in central Sebastopol.
- Employee meditation room and beautiful private outdoor lounge area, BBQ and fire pit surrounded by oak studded open space and views.
- Your own private office with beautiful views.
- Opportunity for long-term growth and advancement in a fun, supportive, fast-paced work environment.
- Full-Time Position (8am-5pm).
- $25-$30 DOE
If you are organized, dependable, and looking to grow within a fast-paced construction and renewable energy company, we would love to hear from you!
Salary : $25 - $30