Financial Analyst-Sales and Service
Proterra - Greenville, SC

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Position Overview

This position is an integral part of the finance and accounting team and serves as the business partner to Sales and Service management. Primary responsibilities include customer invoice generation and oversight, warranty reserve management, process development, and spending analysis. This position requires a solid understanding of the customer contract and service cycle, revenue recognition principles, and the related ERP processes.

Essential Job Functions/Responsibilities

Job Description

Customer Contracts:
Oversee/process invoices and credit memos as needed, apply cash receipts and reconcile AR sub-ledger, ensure transaction compliance (milestones, deliverables, invoicing etc.) and proper timing of revenue recognition.

Respond to customer inquiries as they relate to the invoice, and resolve issues in a timely manner.

Develop and document related policies: spares pricing, customer invoicing/returns

Cost Share Reporting

Ensure registrations and contact information is current for grant opportunities and applications.

Coordinate cost share processes including estimates, data collection and reporting.

Ensure compliance with cost share reporting over the life of the program

Maintain documents and coordinate government audits as required by FAR and other contracts.


Review and verify actual warranty charges for reasonableness and approvals.

Assess warranty reserve at least quarterly


Assist service in developing procedures to communicate and resolve customer issues.

Develop and support customer RMA and FIR processes

Assist with the maintenance and improvements to the Service module in Navision

Work with management to develop annual budgets/quarterly forecasts and monitor actual spending; explain variances


Drive business process improvements.

Provide necessary support and information for the monthly financial close; prepare journal entries as needed

Education and Experience

Bachelor’s degree in accounting or finance plus at least seven years related experience.

Experience working in a manufacturing environment desired

Experience with Government grants and associated reporting requirements a plus.

Knowledge, Skills and Abilities

Strong computer skills – able to navigate through an MRP system, proficient in Excel; able to create charts and graphs

Good analytical skills – able to extrapolate from existing data to develop forecasted requirements

Working knowledge of contract terminology, practices and concepts, or demonstrated ability to quickly acquire working knowledge of similarly complex areas of knowledge.

Well organized, proactive, self-motivated and results oriented.

Open to continuous learning and development

Ability to partner with Sales & Services organizations to create efficient and effective processes and resolve issues.

Excellent communication skills – verbal and written. Uses appropriate interpersonal styles and communication methods to gain acceptance of thoughts, plans, activities, and services. Presents solid and compelling arguments to support a position.

Able to create effective documents and communications that are clear, precise, accurate and presented in an organized manner.

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