Sr. Associates - Account Receivable

Responsibilities:

• Prepare and submit

  AIA G702/G703 billing applications

  in coordination with Civil Engineers, Project Managers, and the Controller.
• Track

  retainage (typically 510%)

  as per contract terms, monitor release schedules, and follow up with GCs/customers to ensure timely collection.
• Manage

  customer invoicing

  for builders, general contractors, and commercial clients, ensuring accuracy against contracts, approved change orders, and completion schedules.
• Reconcile

  payments received

  and ensure accurate posting against project job cost reports and customer ledgers.
• Perform

  credit card reconciliations

  and allocate transactions to the appropriate job, vendor, or overhead accounts.
• Assist the Controller with

  month-end closing activities

  , including reconciliation of A/R, retainage, credit cards, and related accounts.
• Maintain and organize

  lien waiver documentation

  (conditional/unconditional) as required for payment release.
• Generate and analyze

  Aging Reports

  to identify overdue accounts, outstanding retainage, and escalate collection issues to the Controller.
• Collaborate with Civil Engineers and Project Managers on

  Change Orders (COs)

  ensuring signed approvals are properly documented and reflected in billings.
• Provide

  real-time updates to management

  on cash flow status, retainage tracking, and forecasted receivables.
• Track and report

  tariff or material cost adjustments

  , ensuring compliance with signed contract terms.

Key Skills and Competencies

• Proven experience in

  AIA billing, retainage tracking, lien waivers, and reconciliations

  within the construction or fabrication industry.
• Familiarity with

  project-based billing

  tied to installation milestones, completion schedules, and approved change orders.
• Hands-on experience in

  month-end and credit card reconciliations

  , supporting accurate and timely financial close.

• Strong proficiency in ERP or construction accounting systems

  SAGE Intacct experience is highly preferred.

• Ability to create and manage

  customer invoices, retainage schedules, and job cost reports

  within Sage.
• Experience generating

  custom dashboards, aging summaries, and project-based financial reports

  from Sage Intacct.
• Understanding of

  integration workflows

  between Sage Intacct and external tools like Power BI for financial reporting and analytics.

• Moraware

  managing estimates, job tracking, scheduling, and integration with accounting systems for project-based billing and reporting.
• Strong analytical skills with

  high attention to detail

  and accuracy.
• Excellent

  communication and coordination skills

  for working with GCs, vendors, and cross-functional teams.
• Ability to

  prioritize multiple accounts and deadlines

  while maintaining a professional and customer-focused approach.

Why Join Us:

• Be part of a

  well-established, family-owned company with 30+ years of excellence

  .
• Work with a company recognized as a

  market leader with strong production capacity and advanced facilities

  .
• Opportunity to grow in a leadership role.

Location:

General Questions:

1. What is your current CTC in Lacs per annum?
2. What is your expected CTC in Lacs per annum?
3. What is your notice period?
4. How many years of experience do you have in Sage Intacct?
5. How many years of experience do you have in Moraware – Inventory?
6. Are you currently residing in Ahmedabad, Gujarat or willing to relocate to Ahmedabad, Gujarat?

Technical Interview Questions – SAGE Intacct & Moraware

SAGE Intacct (Accounts Receivable & Financials)

1. Which modules of

   SAGE Intacct

   have you worked with (Accounts Payable, Accounts Receivable, General Ledger, Inventory, Projects, etc.)?
2. Describe the

   Accounts Receivable workflow

   in SAGE Intacct — from invoice creation to payment posting.
3. How do you perform

   bank and account reconciliations

   in Intacct?
4. Have you prepared or reviewed

   Aging, Retainage, or Job Profitability

   reports in Intacct?
5. How do you handle

   multi-currency transactions

   or

   foreign vendor payments

   in Intacct?
6. What reports or dashboards have you customized in Intacct for management review?
7. Explain how

   data from external systems (like Moraware)

   can be integrated or uploaded into Intacct.
8. Describe a scenario where you identified and resolved

   a posting or reconciliation error

   in Intacct.