Finance & Accounting Specialist
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Experience Required:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Finance & Accounting Specialist
$65k - 90k/year Hybrid (Wauwatosa WI) Full-Time
This is a hybrid position all candidates must be able to work onsite at our Wauwatosa or Germantown WI offices as needed.
BIM Technology Management (BIMTM) is hiring a Finance & Accounting Specialist to help strengthen and streamline our financial operations as we continue to grow. This role will work closely with our Accounting Director and leadership team to bring structure accuracy and clarity to our financial systems reporting and processes.
We are currently implementing Unanet ERP building project-based financial workflows and refining how we track performance across multiple service lines. We need someone experienced organized and proactive who can manage the day-to-day financial operations while helping us build for the future.
This position has the potential to grow into a more senior or executive-level financial role over time once the foundation is established and trust is built within the organization.
Key Responsibilities
Financial Management
- Support development of annual budgets forecasts and cash flow planning
- Prepare monthly financial reporting packages and KPI summaries for leadership
- Assist with refining project-based costing and margin analysis
- Help ensure financial accuracy across departments including sales operations and project teams
Accounting Oversight
- Manage AP AR invoicing payroll processing reconciliations and month-end close
- Maintain accurate financial records and ensure compliance with GAAP
- Assist Accounting Director with year-end financials and tax preparation coordination
- Monitor billing cycles and ensure timely collections
Systems & Process Improvement
- Support the Unanet ERP implementation including data validation workflow setup and team adoption
- Improve and standardize processes across invoicing timekeeping expense reporting and financial controls
- Strengthen cross-department communication around financial expectations and timelines
Operational & Business Support
- Partner with Operations to improve project tracking forecasting and financial visibility
- Support pricing models estimating structures and service profitability analysis
- Identify workflow bottlenecks and recommend improvements
- Assist leadership with financial modeling and scenario planning
Requirements
Qualifications
- 510 years of experience in finance accounting or financial operations
- Strong understanding of GAAP budgeting forecasting and project costing
- Experience in construction engineering or other project-based industries is a significant plus
- Experience with Unanet ERP or similar systems is highly preferred
- Strong communication skills; able to work across operations accounting and leadership
- Comfortable in a growing small-business environment with evolving processes
Bonus Skills
- Experience with ERP implementations or system transitions
- Background in professional services or consulting organizations
- Ability to create structure documentation and scalable processes
- Familiarity with KPI reporting and financial dashboards
Benefits
Why Join BIMTM
BIMTM is a fast-growing BIM coordination and consulting company built by people who understand the trades the field and the realities of construction. We are strengthening our financial and operational foundation to support projected growth and long-term stability.
This role is a core part of that effort. You will help build the systems clarity and financial structure that support our next stage while having the opportunity to grow into a senior leadership position over time.
Required Skills:
Qualifications 510 years of experience in finance accounting or financial operations Strong understanding of GAAP budgeting forecasting and project costing Experience in construction engineering or other project-based industries is a significant plus Experience with Unanet ERP or similar systems is highly preferred Strong communication skills; able to work across operations accounting and leadership Comfortable in a growing small-business environment with evolving processes Bonus Skills Experience with ERP implementations or system transitions Background in professional services or consulting organizations Ability to create structure documentation and scalable processes Familiarity with KPI reporting and financial dashboards
Company Industry
IT Services and IT Consulting
Key Skills
- Cobol
- Financial Services
- Financial Concepts
- Accounting
- Banking
- Cloud Computing
- Securities Law
- Middleware
- Financial Analysis
- CPT Coding
- Epic
- Financial Management
