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Financial Operations Specialist

2 months ago

Brea, California, United States Air Treatment Corporation Full time
About the Role

Air Treatment Corporation is a dynamic and collaborative work environment that values high-quality customer service and team cohesion. We are committed to the growth and development of our employees, providing opportunities for advancement and a robust benefit package.

Job Summary

The HVAC Accounting Specialist plays a critical role in the smooth operation of the business, responsible for all aspects of accounting for the HVAC service group. This includes invoicing, expenses, receipts, payments, auditing, and process improvement.

Key Responsibilities
  • Financial Management
    • Prepare and process all job-related invoices.
    • Track and reconcile all job-related expenses.
    • Reconcile all receipts through business systems.
    • Review and pay job-specific invoices.
    • Audit revenue and expenses.
  • Process Improvement
    • Work with the Service Manager to improve processes and business systems.
    • Perform other related duties as assigned.
  • Education and Experience
    • Bachelor's degree in accounting or related field.
    • Two plus (2+) years of experience in accounting, preferably in the HVAC industry.
    • Strong understanding of accounting principles and procedures.
    • Excellent organizational skills, attention to detail, and accuracy.
    • Proficient in Microsoft Office Suite (Excel, Word, Outlook).
    • Ability to work independently and as part of a team.
    • Excellent written and verbal communication and customer service skills.
    • Ability to follow verbal and written instructions.
  • Physical Requirements
    • Prolonged periods sitting at a desk and working on a computer.
    • Must be able to lift up to 25 pounds at times.