Staff Accountant

The Company

PETTIBONE TRAVERSE LIFT, LLC, an affiliate of the Heico Companies, manufactures versatile material handling equipment for the construction, forestry, steel pipe, mining, and railroad industries as well as mobile equipment configured to perform seismic exploratory work for the geophysical industry. 

The Position

The Staff Accountant plays a crucial role within the Pettibone by managing key financial functions, including general ledger maintenance and accounts receivable processes. This position ensures the accuracy of financial records, supports month-end close activities, and contributes to the team’s overall financial efficiency.

Key Performance Areas

General Ledger:

• Prepare, review, and post journal entries to ensure accurate recording of financial transactions.
• Reconcile general ledger accounts, identifying and resolving discrepancies promptly.
• Assist with monthly, quarterly, and annual close processes, including preparation of schedules and reports.
• Support the preparation of financial statements in compliance with GAAP and company policies.
• Prepare monthly commission reports
• Review monthly purchases for sales and use tax exposure. Prepare monthly Sales and Use Tax filings. 
• Provides audit and clerical support for physical inventories.

Accounts Receivable:

• Manage accounts receivable activities, including invoicing, cash application, and customer account reconciliations.
• Monitor outstanding balances and follow up on overdue accounts to ensure timely collections.
• Investigate and resolve customer billing issues and disputes professionally and efficiently.
• Prepare aging reports and provide regular updates on collection progress to management.
• Work with international customers to ensure Letter of Credits are done to specifications.
• Participate with finance leadership and lender group in approving floor plan financing limits.
• Review dealer contract, dealer set up documentation; guaranty, blanket UCC
• Maintain Days Sales Outstanding (DSO) at or below budget levels

Additional Duties:

• Collaborate with internal and external stakeholders during audits, providing necessary documentation and explanations.
• Participate in the implementation of process improvements and automation initiatives to enhance accounting operations.
• Maintain compliance with company policies and relevant regulations.
• Perform other related tasks as assigned by management.

Job Requirements

Experience and Education:

• Experience: 3+ years of similar accounting experience

• Education: Associate or bachelor’s degree in accounting or finance
• Technical Skills:
• Proficiency in ERP software
• Strong Microsoft Excel skills, including pivot tables and VLOOKUP
• Knowledge:  Solid understanding of accounting principles (GAAP) and accounts receivable processes. 

Supervisory Responsibility - This position has no supervisory responsibilities.

Position Type and Expected Hours of Work - This is a full-time position. Work hours are Monday thru Friday, 8:00 AM to 4:30 PM.  Occasional evening and weekend work may be required as job duties demand. 

Travel - Maybe required to support company initiatives