Surety

Accountant

• Support and execute periodic close processes, including quarter-end and year-end reporting requirements.
• Reconcile general ledger accounts, including bank accounts.
• Identify and resolve reconciling items on a timely basis.
• Ensure accurate expense classification, coding and receipt management by maintaining controls over corporate credit card activity.
• Oversee accounts payable and reconciliation to vendor statements, including the preparation and submission of annual tax forms to all qualified vendors.
• Gain exposure to budget preparation, variance analysis, and financial forecasting by collaborating with the rest of the Finance team and department leaders.

Senior Accountant

Accounts Receivable

• Post customer payments by recording checks, ACH, wires, and credit card transactions accurately to the appropriate accounts.
• Reconcile accounts receivable ledgers to ensure all payments are properly accounted for and reconciled with the general ledger.
• Investigate and resolve billing discrepancies, disputed charges, and customer inquiries professionally.
• Maintain up-to-date customer files and records, including credit notes and adjustments.

Accounts Receivable Specialist

Account Manager

• Serve as primary point of contact to Energy Practice accounts to coordinate day-to-day operations
• Build and maintain long-lasting relationships with accounts managed
• Ensure timely and efficient delivery of surety bonds or any other account request
• Coordinate and deliver advisory feedback between sureties and clients
• Collaboration with the wider Advisory & Production team
• Work closely with the Director of Operations and the R&P Bond Ops team
• Proactively explore potential opportunities for additional surety credit within existing client book
• Optimize existing client relationships and expand surety involvement
• Actively maintain understanding of current events for all clients and ensure Lead/Tertiary Producers are current on client activities
• Maintain existing prospective client network and produce new surety clients as appropriate
• Advocate and educate internal and external stakeholders on project finance structures to help develop surety appetite and innovative surety products.
• Participate in and facilitate prospect, client, and surety meetings as necessary
• Travel as needed

Senior Accountant

Accounts Receivable Specialist

Account Manager, Energy Practice