Customer Operations Associate (Accountant)

Responsibilities

• Tracks and supports HVAC installation contract business under direct supervision.
• Participates in accounts receivable, accounts payable, and financial activities such as contract scheduling, revenue recognition, billings, collections, and subcontract processing.
• Provides day‑to‑day administrative support for operational areas of the business.
• Updates project cost schedules monthly in collaboration with project owners.
• Assists installation team with project cost and revenue tracking to meet revenue goals.
• Runs query reports, researches, and reconciles unaligned costs, including labor hours, material purchases, and other operation‑related transactions, performing cost transfers as necessary.
• Answers inquiries from customers and subcontractors, resolving or escalating issues appropriately.
• Prepares and submits monthly billings to customers, completing any required documentation suc...