Cline's Heating and Air · 3 months ago
HVAC Financial Controller
Spokane Valley, WA
Full-time
Onsite
Mid, Senior Level
$75K/yr - $125K/yr
5+ years expCline's Heating and Air is a veteran-owned HVAC leader serving Spokane and North Idaho since 1988, committed to excellence and customer satisfaction. As the HVAC Office Manager & Senior Bookkeeper, you will oversee all financial functions, manage bookkeeping tasks, and collaborate with the owners to support the company's growth and operational efficiency.
Utilities
Responsibilities
Post daily journal entries, customer payments, vendor invoices, and expense reports
Lead month-end and year-end close processes, including balance sheet reconciliations and variance analyses
Prepare consolidated financial statements and distribute to leadership
Reconcile bank, credit-card, and loan accounts for Cline’s HVAC operations and our rental properties
Track rental income, operating expenses, CAM reconciliations, and capital-improvement costs
Maintain accurate depreciation schedules and fixed-asset registers
Generate and send customer invoices; monitor aging AR and follow up on past-due balances
Review vendor invoices for accuracy, negotiate payment terms, and schedule bill payments to optimize cash flow
Manage credit memos, write-offs, and collections communications
Process bi-weekly payroll for all employees, ensuring correct withholdings, deductions, and garnishments
Administer benefits enrollments, changes, and year-end W-2/1099 preparation
Coordinate time-off tracking and PTO accruals
Build rolling 12-month cash-flow models and scenario analyses to support growth planning
Monitor weekly cash balances, prepare cash-management reports, and recommend treasury actions
Identify trends, risks, and opportunities in revenue, margins, and expense lines
Develop and distribute weekly and monthly dashboards: revenue by service line, job-cost variance, gross margin, and key operational metrics
Present insights and actionable recommendations at leadership meetings
Collaborate with department heads to set, track, and adjust financial goals
Step in to answer phones and assist dispatch when our CSR and dispatcher are tied up
Handle billing inquiries, payment arrangements, and service-order confirmations
Ensure every customer interaction reflects our commitment to prompt, professional service
Maintain digital employee files, licensing renewals, and insurance certificates
Coordinate with external CPA and auditors for tax filings, sales-tax returns, and annual audits
Implement and monitor internal controls to safeguard company assets
Support due-diligence accounting for potential acquisitions or new business lines
Integrate new entities into our chart of accounts and financial reporting framework
Lead process-improvement projects—streamlining workflows, updating SOPs, and documenting procedures
Qualification
Required
5 + years of progressive bookkeeping/accounting experience—preferably in HVAC, construction, real estate, or multi‑entity environments
Advanced proficiency in QuickBooks Online/Desktop, Microsoft Excel (pivot tables, V‑lookups), and familiarity with ServiceTitan or similar CRMs
Proven track record of month‑end close, multi‑entity consolidations, and real‑estate accounting
Strong analytical mindset with uncompromising attention to detail
Excellent communication skills—able to distill complex financial data into clear insights
Self‑starter with a 'do whatever it takes' attitude, a positive outlook, and a commitment to our core values
Associate's or Bachelor's degree in Accounting, Finance, or related field preferred (but demonstrated experience and drive matter most)
Benefits
Continued education.
Medical.
Dental, Vision, Accident Insurance are also available.
401K Plan.
Opportunity for advancement.
Paid holidays.
Paid vacation time.
Ongoing local, regional and national training opportunities.
Mentorship and personal, professional, and financial goal planning.
Our family of employees participate in hunting trips, camping trips, BBQ’s and other fun activities throughout the year.
Employee Recognition Program that provides bonuses and / or paid time off when employees provide exceptional service to the company and our customers.
Company
Cline's Heating and Air
Started in 1988, Cline's Heating and Air is a Veteran and Family-Owned Spokane HVAC business.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase