Budget and Operations Analyst

About the Role

We are a growing HVAC manufacturer representative company for Massachusetts, New Hampshire, and Rhode Island. We are looking for an independent self-starter with a strong work ethic, and strong background in HVAC sales.

Responsibilities

• Review mechanical plans and specification for HVAC equipment selections, ensuring compliance with project requirements.
• Prepare and issue mechanical quotations, along with submittal documents, for procurement and project approval.
• Process purchase orders, track order statuses, and ensure timely delivery of materials and equipment.
• Assist with inovice payables and recievables, ensuring accuracy and timely processing of financial transactions.
• Collaborate with managers and staff across the organization to support budget development.
• Utilize spreadsheets and other tools to assist in budget reconciliation.
• Provide training and guidance on budget processes and best practices to staff and management.
• Manage interim budget reviews and analyses, adjust budgets as needed to reflext organizational changes through the fiscal year.
• Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
• Monitor organizational spending to ensure compliance with approved budgets and indentify areas for cost-saving opportunities.
• Support general accounting and finance functions, including preparing financial statements, reconciliations, ledger entries, and ad hoc reports.
• Assist in year end closing procedures and support audit processes by ensuring financial data is accurate and complete.
• Contribute to vendor contract reviews and assist with the authorization and review of financial transactions.

Qualifications

• Excellent customer service, sales, & communication skills.
• Ability to read and understand mechanical specifications, prints & electrical diagrams.
• Attention to detail, organized & detail-oriented.
• Proficient in Microsoft Office & CRM software to create documents to support sales effort.
• Able to work & learn independently.
• Master's Degree, or foreign equivalent in Economics, Accounting Statistics, Economic Development or a related field.

Benefits

• Excellent pay and incentives
• Comprehensive medical
• 401K retirement plan
• Paid holidays and paid time off (PTO) benefits

Job Type: Full-time

Please reference Job Number 794236 when sending resumes.

Please submit resumes directly to: recruiting@nobleassociates.net