Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Client Accountant managing daily operational accounting activities for solar finance products. Collaborating with billing and development teams for accurate reporting and compliance.
Responsibilities
- Manage day-to-day operational accounting activities for client portfolios, ensuring accuracy, completeness, and timeliness of financial records
- Serve as a primary accounting point of contact for clients, responding to inquiries and providing guidance on accounting matters related to solar finance products
- Perform accounting and financial reporting for solar finance arrangements, including power purchase agreements (PPAs) and lease structures
- Collaborate closely with the billing team to ensure accurate billing data flows into the accounting system
- Reconcile billing system data to the general ledger and investigate, resolve, and document discrepancies
- Work cross-functionally with project developers, finance, and operations teams to support accurate accounting treatment and reporting
- Prepare, review, and deliver monthly accounting reports and schedules
- Ensure accounting practices comply with applicable accounting standards, internal controls, and company policies
- Identify opportunities to improve accounting, billing, and reconciliation processes and assist in implementing process enhancements
- Support audits by preparing documentation and responding to auditor requests as needed
- Potential to visit corporate headquarters and clients as requested no more than quarterly
Requirements
- 3+ years of experience in accounting or financial reporting
- Strong understanding of accounting principles and financial reporting requirements (U.S. GAAP preferred)
- Experience accounting for complex contracts, such as leases, revenue arrangements, or long-term service agreements (PPA experience a plus)
- Proven experience with account reconciliations, particularly between billing systems and general ledger systems
- Proficiency with accounting systems and ERPs; strong Excel skills required
- Ability to analyze data, identify discrepancies, and resolve issues independently
- Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment
- Excellent written and verbal communication skills, with the ability to explain accounting concepts to non-accounting stakeholders
- Experience in the solar, renewable energy, or infrastructure finance industry
- Knowledge of ASC 606 (Revenue Recognition) and ASC 842 (Leases)
- Prior experience working in a client-facing or service-oriented accounting role
- Familiarity with automated billing platforms and financial systems integrations
- CPA or CPA-eligible status
- Experience supporting audits and preparing audit-related documentation
- CLFP
Benefits
- Grocery Vouchers
- Internet Bonus
- Medical Insurance
- Life Insurance
- Dental Insurance
- Law Benefits
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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