Create accurate invoices or service billings monthly per customer invoicing schedules and/or requirements (Lien Waivers, Sworn Statements, Stored Materials, etc.) and upload as required to third party systems.
Work with customers and collections/cash applications department for collecting payments, cash application support, unapplied cash cleanup, and resolving disputes.
Work closely with internal staff to resolve any project related issues and concerns.
Assist in subcontractor communication, to include subcontract lien waivers, resolution of open payables issues, certified payroll, etc.
Oversee OCIP/CCIP process, as well as timesheet/payroll submittal through MSD and assist in Prevailing Wage/Davis Bacon requirements.
Assist in ad-hoc/non-standard SOV creation as needed.
Work under moderate supervision to support operational, sales, and customer specific nuances for compliance and support.

High School Diploma or GED
2+ years of work experience in an operational support capacity (billing/invoicing, financial analysis) and experience working with cross-functional teams
Bachelor’s degree in business, accounting or finance (preferred)
Financial analysis experience (preferred)
HVAC industry experience (preferred)
Hands-on expertise with industry-standard CRM and ERP systems, specifically Salesforce, MSD, SAP, and Ariba (preferred)
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
Excellent written and verbal communication skills, with the ability to effectively share information to a broad range of stakeholders
Demonstrated ability to build and sustain consultative, long-term relationships as a trusted business partner
Ability to work and adapt in a dynamic evolving work environment

Health Care benefits: Medical, Dental, Vision; wellness incentives
Retirement benefits
Time Off and Leave: Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty; military leave; purchased vacation
Disability: Short-term and long-term disability
Life Insurance and Accidental Death and Dismemberment
Tax-Advantaged Accounts: Health Savings Account; Healthcare Spending Account; Dependent Care Spending Account
Tuition Assistance

Project Coordinator, Financial Operations

Key skills