American Refrigeration

Financial Planning and Analysis

• Partner with operations and leadership teams to analyze performance drivers and financial results.
• Develop and maintain recurring analyses and dashboards focused on operational and financial KPIs.
• Investigate variances and provide clear explanations for trends in revenue, margin, expenses, and other key metrics.
• Create and deliver recurring reporting packages for management review, highlighting key insights and opportunities for improvement.
• Support the annual budget, quarterly forecasting, and long-range planning processes with relevant analytical input.
• Communicate financial findings in a clear, concise, and actionable manner to non-finance stakeholders.
• Collaborate cross-functionally to ensure alignment between operational metrics and financial outcomes.

Financial Analyst

Account Manager

• Function as the internal expertise on Industrial Refrigeration Service within the office and project administration
• Establish and manage customer relationships with all levels of customer hierarchy, engineering to top executives.
• Develop and train IR Service Field Technicians including reinforcing conduct to align with Corval values and providing support with technical advice and guidance.
• Manage “callback” occurrences through discussion with technicians and document resolution and action items for training, scheduling, and/or performance management.
• Responsible for keeping well-informed of external market conditions and internal requirements and working alongside HR/Labor Management to maintain staffing needs based on forecasted workload.
• Work with the office and field to establish required skill sets, talents and capabilities.
• Provide sales, sales support and account management and act as a resource to the Sales Team for pricing or technical issues
• Identifies potential opportunities with existing and new customers and manage leads to maximize growth and sales opportunities.
• Gathers or validate preliminary information and performs facility walk-through to determine level of opportunity.
• Assists customers in answering technical questions on IR systems, and relevant industry issues.
• Ensure that quality standards are maintained for all operations processes and functions required for execution and customer satisfaction.
• Maintain customer satisfaction by investigating concerns, implementing corrective action, and communicating with customer and assigned staff.
• Work with internal and external engineering resources to ensure service, replacements, and installations are provided per relevant specifications and standards.
• Work in partnership with the refrigeration team including parts, service, engineering and construction.
• Perform custom quoting and estimating for customers, at all levels of complexity.
• Prepare, review, and present proposals and/or contracts with all buying influences negotiating scope of agreement/project.
• Identify cost saving opportunities and/or risk items that will occur on various projects.
• Manage IR service projects while leading team activities to ensure project progresses on schedule and within prescribed budget, with quality workmanship.
• Coordinate project design development, obtaining governmental approvals and administering subcontracts and purchase orders.
• Coordinate information and activities amongst estimating, financial and construction as well as subcontractors, vendors, governmental personnel and project superintendent, ensuring proper communication flow, utilizing project meetings, correspondence, and documentation as necessary.
• Other duties as assigned.

Project Manager

• Achieve or exceed profit margin targets based on budget expectations
• Manage and execute special service-related projects from initiation through completion
• Collaborate with service leadership, field technicians, and other departments to define project scope, objectives, and deliverables
• Monitor project progress, identify risks, and develop contingency plans
• Track project budgets, timelines, and resource allocation
• Serve as a liaison between field operations, customers, and internal stakeholders
• Provide regular updates and reports to senior leadership
• Identify opportunities for process improvements and drive implementation
• Organize internal and external resources and develop new relationships to introduce, identify, and grow our industrial refrigeration business
• Leverage existing relationships and develop new relationships to introduce, identify, and grow our industrial refrigeration business
• Identify larger Capital Project Leads and hand off to Engineering Sales Team
• Regular attendance at teams meetings
• Assist in development of growth initiatives
• Share intel about customers/competitors/trends

Service Project Manager

Billing Specialist

• Review completed service work orders for accuracy and completeness
• Verify labor hours, parts used, and expenses against job tickets and purchase orders
• Generate and issue invoices in accordance with company billing policies and customer agreements
• Resolve billing discrepancies by coordinating with Service Manager, Service Coordinators, and customers
• Maintain organized billing records for audit and reporting purposes
• Support accounts receivable with invoice corrections, credits, and re-bills as needed
• Assist in month-end closing activities, ensuring all service jobs are invoiced within deadlines
• Communicate professionally with customers regarding billing inquiries
• Provide reporting on invoicing activity and outstanding billing issues to management