Teamshares

Accountant

• Responsible for recording financial transactions in the accounting systems for multiple client companies.
• Posts customer payments and maintains an up-to-date accounts receivable aging report, as necessary.
• Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system.
• Reconciles bank records to the general ledger accounts, reconciles cash accounts
• Processes online payroll and records transactions in proper ledger accounts.
• Prepare and reconcile fixed assets, preliminary review of capitalization adjustments.
• Perform other accounting tasks as needed by individual clients or associated controller on client
• Review trial balance pre-close, and post close after all entries are posted, and raise anomalies to controlling for analysis.

GL Accountant

Consultant

• Serve as an on-the-ground operational resource at portfolio companies, working alongside presidents in a co-management or support capacity depending on what the situation requires
• Lead or support company transitions — new acquisitions, president-to-president handoffs, and operational resets — with heavy in-person presence during active engagement periods
• Build trust and working relationships with company presidents and their teams; your credibility will be earned through execution, not title
• Identify operational gaps and implement improvements in areas such as dispatching, pricing, technician productivity, job costing, and customer workflow
• Support monthly business review data collection and synthesis across portfolio companies, building infrastructure that reduces manual overhead over time
• Assist in building out operating playbooks, benchmarks, and standardized processes that can be applied across the MEP portfolio
• Contribute to new acquisition onboarding as the portfolio grows — helping new companies understand Teamshares systems, tools, and expectations
• Bubble up operational insights and performance signals to the Industry Lead; your on-the-ground visibility is an asset the IL doesn’t have from the portfolio level
• Become the Teamshares-level expert on ServiceTitan, with working knowledge across configuration, workflows, reporting, and best practices for field service operations in the trades
• Project-manage ServiceTitan implementations at net-new portfolio companies in partnership with company presidents and, where applicable, external consultants
• Lead standardization and optimization audits at existing ST companies, surfacing platform utilization gaps and driving adoption of underused functionality
• Serve as the primary internal resource for presidents and their teams navigating the platform day-to-day — reducing reliance on external consultants for routine questions and optimization work

GL Accountant

Operational Consultant – MEP Industry