Project Coordinator, Financial Operations

Carrier

4d

About The Position

We are seeking a skilled and reliable Project Coordinator, Financial Operations to join our team. The ideal candidate will have a strong background in project billing, excellent communication skills, and the ability to manage multiple tasks efficiently.

Requirements

• 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.

Nice To Haves

• Bachelor’s degree in business, accounting or finance.
• Financial analysis experience.
• HVAC industry experience.
• Hands-on expertise with industry-standard CRM and ERP systems, specifically Salesforce, MSD, SAP, and Ariba.
• 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.

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED