Accounting Specialist | Financial Analyst

HVACDirect.com is seeking an Accounting Specialist and Financial Analyst to support inventory management, forecasting, cost budgeting, and cash flow across multiple divisions, including eCommerce, manufacturing, wholesale, and retail. This is an onsite role based in Troy, Ohio.

Responsibilities

• Perform reporting, analysis, solution implementation, and process improvements within a designated area of the accounting and finance team.
• Develop and implement financial policies, processes, and controls to strengthen governance.
• Investigate areas of highlight or concern and design proactive solutions and safeguards.
• Ensure compliance with applicable financial and accounting regulations.
• Prepare and manage budgets and forecasts to support business planning.
• Produce and maintain financial reports and documents, including balance sheets and income statements.
• Assist in the preparation of tax returns.
• Conduct financial risk assessments and oversee internal audits as needed.
• Support corporate financial decisions with insightful analysis.
• Maintain and improve the organization-wide budgeting process.

Requirements

• Bachelor’s degree in Accounting, Finance, Data Analytics/Statistics, Mathematics or a related field is preferred.
• Minimum 2 years of experience in accounting and financial roles.
• Proficiency with financial software and related technologies.
• Strong understanding of financial and accounting standards and regulations.
• Experience operating within an ERP system to manage financial data.
• Proficiency with QuickBooks for daily accounting tasks.
• Ability to maintain and update financial records in QuickBooks and the ERP system.
• Advanced Excel skills including pivot tables and VLOOKUPs.
• Familiarity with Acumatica ERP is a plus.
• Strong analytical and problem-solving capabilities.
• Excellent attention to detail and organizational skills.
• Ability to work independently and as part of a team.
• Effective written and verbal communication skills.
• Proven ability to manage multiple tasks and meet deadlines.
• Project management experience is a plus.
• Full-time, in-office work at the Troy, Ohio headquarters is required.

Technologies

• Acumatica ERP
• QuickBooks
• Microsoft Excel
• ERP system

Benefits

• Competitive salary
• Comprehensive benefits package including health, dental, and vision insurance
• Retirement plan with company match
• Paid time off and holidays
• 401(k) plan with company match
• Defined 401(k) matching details including a 3% match
• Life insurance
• On-site gym
• Vision and dental insurance coverage
• Referral program
• Equal opportunity employer with an inclusive environment

Pay

USD 50,000 to 80,000 per year

Work Location

In person at the Troy, Ohio headquarters (onsite).