Homans Associates ยท 2 months ago
Staff Accountant / AR Claim Analyst
Homans Associates is a subsidiary of the largest independent HVAC/R distribution company in the world, Watsco, Inc. They are currently seeking a Staff Accountant / AR Claim Analyst to bridge day-to-day financial operations with strategic planning. The role involves managing accounts receivable claims and providing accounting support.
Heating Ventilation and Air Conditioning (HVAC)ManufacturingReal Estate
Responsibilities
Assist in monthly and daily revenue and inventory reporting
Work with the FP&A manager to develop weekly, monthly and annual P&L and Balance sheet forecasts
Manage the excess, slow and damage inventory reporting for Homans
Assist in the preparation of all budgets and forecasts, collecting, analyzing and consolidating financial data on a weekly, monthly and annual basis
Create financial month end reporting to distribute to senior management
Special projects as requested by FP&A Manager
Run claim receivable report for 16 vendors each month
Sort Mitsubishi claim file and create separate sheet for each rebate code
Create monthly aged claim report and send to accounting
Submit utility rebate rebates to all New England states
Submit Coop requests to vendor sites
Manage and report on status of COOP funding
Other duties as assigned
Qualification
Required
Experience in accounts receivable claims management
Strong accounting support skills
Ability to assist in monthly and daily revenue and inventory reporting
Experience working with FP&A to develop forecasts
Ability to manage excess, slow, and damaged inventory reporting
Experience in preparing budgets and forecasts
Strong analytical skills for collecting, analyzing, and consolidating financial data
Ability to create financial month-end reporting
Experience in running claim receivable reports
Ability to sort claim files and create reports for rebate codes
Experience in creating monthly aged claim reports
Ability to submit utility rebate requests
Experience in submitting Coop requests to vendor sites
Ability to manage and report on COOP funding status