The Controller directs, plans, controls and reports the overall financial activities of the Company including banking, regulatory compliance, finance, accounting and third-party required reporting. Oversees financial Information Software System, budgeting, credit and collections. The Controller manages financial risk, implements approved cost-saving measures and assists in the Company’s overall financial health and profitability.
Essential Duties & Responsibilities:
Administrates company’s accounting enterprise software system
Monitors successful completion of daily cash and deposits, weekly payroll, payables and receivables tasks
Performs monthly, quarterly and annual closing activities.
Provides complete working papers for outside accountants; participates in annual review
Provides financial reports to the Board and senior management monthly.
Produces work-in-progress reports and overhead assessment reports monthly
Attend weekly work-in-progress meetings with Project Managers
Monitors successful contract administration, billings and client relations related to such.
Assures PMI compliance with local regulatory and tax requirements and reporting, including GAAP
Assures proper recordkeeping procedures, including retention and destruction per company policy
Provides banking and bonding reporting requirements
Develops, proposes and implements financial forecasting and planning tools as needed to support senior management strategic planning efforts.
Coordinates and reports out the budgeting process for overhead and indirect costs for senior management review and approval.
Monitors internal controls and assures tracking and protection of company assets. Coordinates tracking of IT assets with IT Manager.
Analyzes and reports financial data for financial and operational performance, including Company performance against key performance indicators at least quarterly.
Coordinate with senior management to reduce risks related to insurance claims and coverage.
Coordinate with senior management on outstanding litigation
Assures financial operations support Company credit and bonding worthiness
Partners with senior management to identify and implement cost-saving measures, succession planning and support services as needed.
Identifies competitive rates and fees by researching competition for needed services
Coordinates payments for company 401K and Profit Sharing Plan; works with HR in plan administration as needed
Mentors and trains direct reports.
Essential Qualifications:
Bachelor’s degree in Finance or Accounting, or related discipline
Minimum 5 years’ experience in cash management, forecasting and financial analysis experience
Effective time and project management experience; history of meeting commitments and deadlines
Ability to work flexible hours
Working knowledge of Word, Excel, Power Point, Outlook and online banking procedures
Sense of urgency and understanding of importance of deadlines.
Preferred Job Qualifications:
MBA
Construction Industry experience; experience in a union environment
Experience with Vista by Viewpoint
ADA Specifications:
Prolonged standing/sitting; occasional walking. Manual dexterity required for computer work. Occasional lifting of up to 25 lbs. Office work environment. Moderate noise level. Reasonable accommodations will be made available.
SERVICE ADMINISTRATOR
Job Summary:
The Service Administrator serves as a primary point of contact for service clients. They are also responsible for support billing, maintaining certain equipment including schedules and monitors the activities of the Service Technicians and Installers to ensure customer’s service needs are met promptly and satisfactorily; is first point of contact with customers and employees; coordinates work status for service agreements, time and material and service projects; and processes reports.
Essential Duties & Responsibilities:
Takes incoming customer calls.
Covering phone as back up for dispatcher on busy days
Creating customer numbers (AR Customers) (SM Customers)
Creating work orders for Maintenance and Service Calls
Providing quotes on repairs
Prepares customer statements
Back Up for the Service Coordinator to prepare lien releases
AR Collections
Back up for the Service Coordinator for Billing all invoices
Work Order Invoices
Job Billing
Maintenance Filter Ordering
Scheduling maintenance agreement work orders
Work Order Part Ordering
Creating Purchase Orders for work orders
Ordering parts for repairs
Receiving parts for repairs
Filing / scanning / copying
Helping project manage the job
Other duties as assigned
Non-Essential Job Duties:
Administrative errands, ex. mail and postage
General administrative tasks and requests from key staff
Conducts customer surveys.
Coordinates safety and other training for department.
Essential Qualifications:
Highly organized with strong attention to detail.
High School Diploma or equivalent.
Working knowledge of MS Office programs.
General knowledge of construction industry
Ability to effectively communicate with clients and staff
Strong attention to detail
Demonstrated customer service skills
Ability to keyboard at 60 WPM
Professional and courteous demeanor.
Preferred Job Qualifications:
Some experience/knowledge of HVAC systems
ADA Specifications:
There is frequent sitting at stationary position and workstation. Manual dexterity required for computer and programming work. There is occasional lifting of up to 25 lbs. Work performed in an office environment with moderate noise level. Reasonable accommodations will be made available. Peterson Mechanical offers a competitive salary and excellent benefits including medical, dental, 401K with match and Profit Sharing.
CONTRACTS ADMINISTRATOR
Job Summary:
The Contracts Administrator processes assigned contracts and subcontracts, administers construction contract billings, and supports service contracts administration. This position also performs accounts receivable collections for those contracts and administers the lien process. The position supports estimators and project managers with various administrative and compliance tasks as needed.
Essential Duties & Responsibilities:
Contracts Administration
Processes assigned company contracts and subcontracts.
Administers subcontracts, change orders, purchase orders and all accompanying documentation as approved by the applicable Project Manager or the Contracts Manager.
Enters job information, budgets, and reviews/closes projects in Vista or other job tracking system.
Requests certificates of insurance, completes miscellaneous insurance requirements, and orders bonds as requested. Submits OCIP insurance enrollments and completes administration.
Prepares, submits, and monitors all preliminary notices and lien releases.
Assists in the preparation of pre-qualifications.
Maintains organized electronic and paper files for assigned projects.
Prepares and submits Wage Equality Statements.
Prepares and submits DAS 140 and other labor compliance requirements.
Jobs and Billings Administration (Construction)
Opens and maintains job files.
Prepares and submits invoices and other billing forms utilizing a variety of methods and websites.
Creates time & material (T&M) and cost plus (CP) billings using applicable labor rates.
Enters, reconciles, and balances the Schedule of Values (SOV) provided by project managers.
Monitors and maintains accounts receivable (AR) aging including collections. Resolves AR problems or requests assistance from the project managers, Contracts Manager or Controller.
Performs other duties as assigned by the Contracts Manager or Controller.
Estimating and Project Support
Compiles and distributes the bidder’s list as assigned
Assists in the preparation of bid packages as requested by estimators and project managers
Provides administrative support as needed for the construction division
Enters and maintains project details within various systems
Non-Essential Job Duties:
Monitors certifications and licensing
Creates, revises, and maintains forms
Assists with mail pick-up, drop off and distribution as needed
Performs errands as requested
Essential Qualifications:
Highly organized with strong attention to detail.
Excellent communication skills (written and verbal)
Outstanding problem solving and analytical skills
High School Diploma or equivalent
Self-directed and motivated, timely and accurate
Working knowledge of MS Office programs and PDF markup/editing software
Team oriented, professional, and courteous demeanor
Ability to obtain or an active notary public commission
Preferred Job Qualifications:
Knowledge of construction software, Procore, and VISTA by Viewpoint
Associate or bachelor’s degree in construction management, business, finance, or related field
Knowledge of working with a union labor force, prevailing wage, wage equality, etc.
Valid driver’s license and clean driving record
ADA Specifications:
Position requires sitting for prolonged periods and occasional standing and walking. Manual dexterity required for computer work. There is occasional lifting of up to 25 lbs. Office work environment with a moderate noise level. Reasonable accommodations will be made.
Highlight of Benefits
We offer a competitive benefits package:
Group Medical Insurance
Company pays 80% of monthly bronze premium per respective plan
Choose from several Blue Shield, Western Health Advantage, or Kaiser plans
Group Dental Insurance
Company pays 100% of employee monthly premium
Current carrier is Cypress Dental
Dependent Insurance
Employees may add dependents to group plan coverage
Company pays 60% of monthly bronze premium per respective plan
Long Term Disability
Company pays 100% of premium
Supplements the State Disability Plan
Salary continuance at 60% up to $5,000 per month
401K
Company match: 100% of employee’s contribution up to 3% of compensation plus 50% match on contributions from 3% to 5% of compensation (excludes bonuses)
Match is made annually on a one-time basis
Choice of Mass Mutual self-directed investment options; includes a fixed investment option with a 3% guarantee
Match is made annually on a one-time basis, no later than June 15th of the following year
Profit-Sharing
Discretionary contribution to 401K plan of up to 7% of employee compensation (excludes bonuses)
Match is made annually on a one-time basis, no later than June 15th of the following year
Voluntary Benefits
Employees can choose Critical Care Insurance, Hospital Coverage, Cancer and Accident Insurance, Whole or Term Life. A Long Term Care rider is available. Vision insurance is offered through VSP.
Employee Assistance Program
Referral-based benefit for situations such as legal, financial, and substance abuse assistance.
