Lead Financial Analyst

2 weeks ago

Cranbury, New Jersey, United States PDM Group Full time
Job Overview

Company Overview:

PDM Group has a rich legacy that began in 1935. As a pioneer in the Industrial and Commercial Air Conditioning, Heating, and Ventilation sector, we pride ourselves on our commitment to quality service and customer satisfaction. Our headquarters in Cranbury, NJ, serves the Tri-State Area and beyond, including Maryland, covering Metro Washington, DC, and Northern Virginia.

We have established a reputation for delivering top-notch Engineering, Design, Installation, and Service.

Our Engineering and Installation team excels in Design Build Applications, handling projects ranging from simple to highly complex systems involving air conditioning, heating, piping, and process systems tailored to meet your specifications.

PDM Group is equipped to sell, install, and service all major brands of HVAC Equipment, including Process and Comfort Chillers. We also specialize in control systems such as Building Automation, Process Chillers, and Cooling Towers for the Plastics Industry, as well as unique equipment like Desiccant Dehumidifiers for the Food, Pharmaceutical, and Process Industries, Humidification Systems, and Data Center Cooling Equipment.

We uphold high standards for all our employees and subcontractors, expecting their skills and attitudes to reflect our dedication to exceeding customer expectations.

Position Overview:

The Senior Accountant will be responsible for overseeing and enhancing all financial operations within PDM Group. This role entails ensuring accurate and timely financial management, including accounts receivable, accounts payable, invoicing, budgeting, and financial reporting. The ideal candidate will possess strong analytical skills, meticulous attention to detail, and a robust financial background to facilitate business growth and profitability.

Key Responsibilities:

  • Establishing and enforcing internal control guidelines, policies, and procedures for budget accounting, cash management, and administrative activities.
  • Coordinating budgeting, procurement, investment activities, forecasting, and financial planning.
  • Managing the accounts receivable process, ensuring timely billing and collections in accordance with credit terms.
  • Overseeing the accounts payable function, ensuring vendor invoices are processed and paid promptly.
  • Completing all aspects of month-end and year-end closing processes in compliance with internal and external reporting requirements.
  • Preparing financial packages, Work in Progress (WIP) reports, aging analyses, risk assessments, and other financial reports for leadership.
  • Ensuring adherence to state and federal regulatory requirements and professional standards.
  • Effectively communicating with customers and vendors to resolve issues and ensure understanding.
  • Upholding ethical standards and fostering a culture of honesty and integrity.
  • Accurate and timely payroll processing.
  • Calculating commissions payouts when applicable.
  • Assisting in the hiring, development, and retention of skilled finance staff as needed.

Minimum Qualifications:

  • Comprehensive knowledge of accounting functions, including invoicing, payroll, accounts payable, and accounts receivable.
  • Exceptional interpersonal, written, and verbal communication skills.
  • Strong attention to detail and organizational abilities.
  • Demonstrated leadership capabilities and the ability to work independently.
  • Ability to multitask in a dynamic environment, prioritizing tasks and adapting to changing priorities.
  • Proficient in translating accounting and financial information into layman's terms.

Education and Experience:

  • High School diploma or GED.
  • 1-5 years of experience with an entrepreneurial mindset.

Preferred Qualifications:

  • Bachelor's degree in accounting, finance, or a related field.
  • Experience in HVACR or construction, including AIA and Cost Accounting.
  • Strong problem-solving and analytical skills.
  • Leadership and teamwork abilities to promote team growth and collaboration.
  • Customer/client-focused approach.
  • Proficiency in Microsoft Word, Excel, and Outlook.

Compensation and Benefits:

  • Competitive salary based on experience.
  • Accrual of vacation time.
  • Company-paid holidays.
  • Individual medical, dental, and vision coverage.
  • 401k plan with company match.
  • Company-paid life insurance.
  • Opportunities for continuing education and training.

PDM Group is an Equal Opportunity Employer committed to excellence and diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law.

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