Oversee HVAC and plumbing project development from equipment selection and quotations through order processing, material tracking, timelines, delivery updates, and customer communication. Maintain Salesforce records, coordinate with sales engineers, manufacturers, service teams, and customers, prepare application drawings and pricing, monitor orders, support warranty and startup coordination, and participate in meetings, training, and job site visits.

Administer Oracle NetSuite as the primary internal subject matter expert. Configure users, permissions, dashboards, records, forms, workflows, reports, and analytics; maintain data integrity; support upgrades, testing, integrations, troubleshooting, and end-user training. Partner with Finance, Operations, Purchasing, Sales, and executive teams to improve Order-to-Cash and Procure-to-Pay processes and support CRM, payroll, 3PL, and eCommerce integrations.

Lead daily accounting operations, including general ledger and bank reconciliations, cash reporting, inventory, tax compliance, financial statement analysis, audit support, and multi-state payroll journal entries. The role supports the Controller and CFO and requires advanced Excel, ERP, and payroll platform expertise.