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Drive outside HVAC sales by building relationships with engineers, contractors, and owners. Manage strategic accounts and complex pipelines, deliver tailored HVAC solutions, coordinate projects with internal teams, handle quotations and logistics, and maintain technical expertise while promoting product lines and ensuring customer satisfaction.

Full-charge bookkeeper managing accounting and administrative functions for multiple family-owned entities. Responsibilities include QuickBooks maintenance, reconciliations, payroll coordination, AP/AR, tenant and real estate accounting, financial statement preparation, monthly close, cash management, vendor management, and family-office support including bill pay and CPA coordination.

Process employee time and attendance, calculate wages/overtime/benefits, and run payroll on various schedules. Ensure compliance with federal/state payroll laws, prepare tax filings (W-2s, 1099s), maintain payroll records, reconcile accounts, support audits, and respond to employee payroll inquiries. Use payroll systems (e.g., ADP WFN, Paychex) and Excel for reporting; support multi-state payroll when needed.

Lead design and implementation of Oracle CRM, Cloud ERP and Supply Chain; gather requirements, design solutions, configure modules, manage data migration, testing, training, and post-implementation support while guiding IT and business teams and implementation partners.

Manage HVAC controls projects end-to-end: plan execution, schedule resources and procurement, oversee engineering and field teams, ensure programming/commissioning, coordinate subcontractors/trades, handle billing/change orders, perform customer training and warranty support, and maintain project documentation and safety compliance.

Outside sales role selling commercial hydronics, plumbing, and HVAC systems to owners, engineers, architects, contractors and consultants. Build long-term customer and manufacturer relationships, generate and present bids/proposals, negotiate and close sales, influence system design, manage multiple projects, support collections, and coach sales team members.

Grow the Residential and Light Commercial HVAC customer base within a designated territory through outside sales, relationship building, product education, quoting/proposal generation, and meeting sales targets. Coordinate with parts, marketing, and manufacturers, attend trade shows and training, log activity in Sugar CRM, and travel regionally to support customers and drive market share.

Hands-on GAAP accounting role supporting multi-entity month-end close, journal entries, intercompany reconciliations, commission accruals, consolidations, and analytical variance review. Ensure GAAP compliance, support audits, improve processes and ERP utilization, and collaborate with FP&A, AR/AP, Sales, and regional finance teams.

Lead regional accounting across 6-15 entities, owning month-end close, consolidations, internal controls, audits, cash management, and financial reporting. Manage and develop a 9-15 person accounting team, partner with FP&A and operations, drive ERP optimization (Oracle/NetSuite), support M&A integrations, and improve working capital and performance metrics.