Careers at Peterson Mechanical Inc. | 100+ Years of Service
Bay Area Plumbing & Mechanical Contractor Since 1915

Peterson Mechanical's 100+ Year Anniversary Logo

Our residential HVAC installers meet the needs of homes and businesses throughout Northern California.

Safety First

Mechanical Engineer Jobs & Career Opportunities

careers in sonoma county at peterson mechanical

Peterson Mechanical earns Best Places to Work award in 2021 and again in 2022!

 

Current Positions Available (3)

CONTROLLER

Job Summary:

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

peterson mechanical staffWe 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

having fun at peterson mechanical in sonoma

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.

PTO (Personal Time Off)

  • 10 to 18 days per year based on years of service

Paid Holidays

  • 10 paid holidays per calendar year