Project Analyst

CMTA, a Legence company
CMTA is one of the fastest growing engineering firms in the U.S., with nationally recognized expertise in sustainable, high-performance building engineering. We are a collaborative, innovative, and energetic team that leverages a data-driven, holistic approach to consulting engineering, performance contracting, and zero energy projects. We focus on finding engineers whose skills and personalities drive them to excel, fostering a workplace that provides unparalleled growth and career opportunities.

Position Overview
CMTA, a Legence company, is seeking a Project Analyst to join our engineering team and participate in a fast paced, engaging, and innovative environment! The ideal candidate will be able to deliver impressive results committed to winning together while focused on continuous improvement. This position will play a valued role in ensuring the accuracy and integrity of our revenue systems and processes. This individual will assist the leadership team in maintaining and improving our project management processes to maximize revenue. This will be accomplished by working closely with project managers and the accounting team members to analyze customer contracts, create invoices, credits, revenue arrangements, and other supporting tasks. Collaborating with a team of hardworking engineers, this position will help improve our accounting documentation and revenue recognition processes!
Key Responsibilities

• Assist the staff accountant team, project managers, and executives with tracking project finances and key metrics as required
• Research and resolve billing issues, as needed.
• Work with internal/external clients to support collections and reconcile billed amounts.
• Review revenue contracts to in accordance with company policy and revenue recognition accounting standards to support project set up and management.
• Create T&M billings from the actual, committed and forecasted costs for Projects on a timely basis.
• Assist in the development and implementation of new billing systems and processes to enhance efficiency.
• Work closely with Billing Manager and finance team to support best practices related to capture of information for use in project management, AR, AP, and revenue recognition.
• Collaborate with engineering services team and the finance team to ensure accuracy of percentage completion information.
• Assist in process improvement and automation of projects.
• Prepare support packages and reports for office leads and project managers as needed.

Desired Experience

• BS or BA preferred, with strong business management skills required
• 3+ years of accounting/business management experience
• Excellent communication skills are very important.
• Ability to compose effective and accurate correspondence cross-functionally with both executives and site project managers.
• Customer service oriented with Exceptional written and verbal communication skills
• Ability to learn and utilize ERP systems
• Experience with Deltek is a plus.
• Outstanding attention to detail, accuracy and timely adherence to deadlines
• Strong team player, capable of dealing with complex issues
• Self-starter with ability to work independently
• Ability to adapt to changing processes and follow them, as well as suggest changes where needed

About Legence
Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems—enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world’s most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.
Benefits Overview
401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
Time Off: Flexible non-accrual vacation; company holidays per policy. (For California employees, this is separate from California paid sick leave, if applicable.)
Expenses: Business travel and related expenses reimbursed per company policy.
Reasonable Accommodations
If you need assistance or accommodations during the application or interview process, please contact us at ta@wearelegence.com or your dedicated recruiter with the job title and requisition number.
Employment Eligibility
Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.
Third-Party Recruiting Disclaimer
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
Pay Disclosure & Considerations
Where pay ranges are indicated, please note that a successful candidate’s exact pay will be determined based relevant job-related factors, including any of the following: candidate’s experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law