Teams at Watsco, Inc.

Manage and administer the OneStream financial management platform: configure security, integrations, business rules, and reports; perform maintenance and upgrades; resolve system and data issues; partner with finance, accounting, IT and ERP teams; support month-end close, audits, documentation, training, and process automation.

Manage collections strategies and resolve customer account issues by contacting customers for payments, negotiating aging resolutions, releasing orders, securing tax-exemption documents, opening accounts, reconciling accounts, reviewing industry reports, servicing invoices/statements, handling inbound calls, and producing ad hoc reports.

Manage residential and contractor HVAC sales within a designated territory for a wholesale distributorship. Develop and maintain client relationships, solicit new accounts, meet sales goals, resolve customer issues, represent the company at events, analyze market data, give presentations, and work independently to grow market share and sales dollars.