Bernhard

Operations

• Responsible for providing leadership and direction to Service Business Unit Managers
• Oversee the strategic growth within Service group for the given geographic region
• Develop and implement an execution plan to maximize overall business objectives
• Manage the Service team and enforce the Company Core Values
• Allocate resources as needed to ensure business unit and project team commitments to customers are met
• Ensure compliance with state, local, and federal legal requirements
• Evaluate performance of each office relative to customer satisfaction and provide leadership for performance enhancement

Regional Director – HVAC Operations, Commercial

Payroll

• Administration of Billings, Reporting and Collections
• Provides daily support to the Operations Team
• CMMS Management, Tracking, Coordination, Reporting and Communication
• Scheduling, Dispatching, Communication and Reporting of all Preventive Maintenance & Repair Work Orders
• Payroll Processing: ensure accurate employee time tracking
• Reporting: coordinate, develop and issue monthly & annual EaaS Agreement reports
• Administers and Tracks Master Service Agreements, Purchase Orders, Subcontracts COIs
• Processes change orders, open/close of cost tracking mechanisms
• Manages Documentation File Structure of EaaS Agreement(s)
• Maintains Regulatory Documentation
• Communication and assistance with EaaS, Client and Company events
• Assist team in invoice coding and approvals as requested
• Prepare and submit client billings and lien releases

Asset Management Administrator – Payroll/Invoice Focused

Manager

• Review energy usage and strategies
• Manage the Central Energy Plant Operation and Maintenance
• Provide guidance on best practices
• Mentor staff on energy strategies

Asset Manager – Senior

Project Manager

• Manage Service Project Managers
• Champion of project safety
• Maintains a safe and secure work environment through maintaining safety meetings, incident investigations and employee involvement
• Total responsibility of executing a project through the project life cycle
• Provides key leadership and responsibility for planning and all trades to ensure work meets or exceeds code & project requirements, under budget and on time installation
• Ensures compliance with state, local, and federal legal requirements and operates the project office with the highest business ethics
• Ensures the quality of work to corporate standards and project requirements
• Conducts and documents operational project meetings (Hand-Off Meeting, Kick-Off Meeting, etc.) with appropriate parties and in timely manner
• Negotiates and prepares vendor and subcontractor purchase orders and evaluates submittals to reflect contract drawings, specifications and estimate
• Performs project set up, job costing system with labor, material, other and subcontracts cost codes
• Submits to business unit operations manager for approval
• Conducts monthly reports and cost reviews, capturing deviations from plan or schedule early and keep all project team members, business unit operations manager and business unit manager informed in order to bring the job in on time and under budget
• Meets or exceeds all financial budgets and labor productivity goals
• Drives cash flow by establishing front-loaded schedule of values, timely & accurate billing, and collection of payment and cash management of subs
• Responsible for obtaining and coordinating appropriate lien waivers, state notifications and tax documentation as required
• Responsible for coordinating and quality assurance of project detail drawings
• Estimates change orders and submits to Vice President for approval prior to submitting to customer
• Daily project requirement includes but not limited to: attends jobsites meetings, schedules deliveries, performs project site documentation, reviews jobsite labor reports with supervision, tool/equipment rental requisition, coordinates job progress, material and consumables requisitions, preparation and tracking of request for information, assists supervision with permitting and inspections, approves vendor/sub invoices, status reports, monthly billings and collections
• Builds and maintains strong customer relations with general contractor, subcontractors, vendors and owner, assuring customer satisfaction with a "can-do attitude"
• Monitors status of Risk Management, including ensuring proper Notice to Proceed, C.O.'s, contracts, Certificate of Insurance and Bonds
• Accountable for productivity, safety, and theft
• Identify and develop field personnel including workers, foreman, and superintendent
• Verification of quality, accuracy, delivery, and installation of fabrication and equipment, assuring product meets project plans, specifications, and local code requirements
• Finalizes O&M and start-up manuals
• Coordinates Start-up and commissioning process
• Calls for a final inspection certificate
• Works with supervision to complete punch list and prepares As-Builts drawings
• Prepares and sends Customer Warranty Letter
• Conducts Owner Orientation as required
• Collects payments and retainage, closes project financials and files & stores documentation

Commercial HVAC Project Manager

• Oversee all aspects of the project and manage project costs, field labor, and subcontractors.
• Ensure a safe on-time completion that is under budget.
• Maintain a safe and secure work environment through active participation in site planning with job hazard analysis reviews and approvals, on-site tool box talks, and conducting site walks with the project team.
• Conduct and document operational project meetings (Hand-Off Meeting, Kick-Off Meeting, etc.) with appropriate parties in a timely manner.
• Negotiate and prepare vendor and subcontractor agreements in alignment with project estimates.
• Evaluate submittals to ensure they reflect the contract drawings, specifications.
• Coordinate quality assurance and quality control with appropriate personnel to meet company and project requirements.
• Conduct monthly project cost reviews, capturing any deviations from the financial setup or schedule early while keeping all project team members and leadership informed to aid in beating project schedule and budgetary goals.
• Manage the project’s Accounts Receivables and Accounts Payables to ensure timely and accurate billings and collection of payments.

Senior Data Center Project Manager – MEP

Account Executive

• Be a trusted advisor to the C-Suites of the companies largest customers of over $2MM annually and over 1MM square feet.
• Possesses the ability to effectively and efficiently manage 5-7 key accounts.
• Sources and contacts potential clients weekly, documents and reports on findings accurately, thoroughly and timely.
• Maintains and updates CRM software regularly.
• Works with other team members to generate additional work for Services, creates and maintains higher profit margins for both maintenance and project work.
• Actively participates in relevant training provided by and outside of the company.
• Determines customer needs, estimates all sourced work, suggests upgrades, and develops/presents solutions based on the Company service offerings.
• Monitors, reports, meets or exceeds sales plan goals.
• Develops and maintains an active proposal backlog that will support achieving the designed sales plan.
• Develops long-term relationships to create brand loyalty.
• Thoroughly learns the company's service offerings to educate clients and persuade sales.
• Assists team in creating and carrying out a successful sales strategy.

Senior Commercial HVAC Sales Representative

Systems Engineer

• Perform assigned duties in accordance with Company policies, procedures, safety guidelines.
• Documentation, collaboration, and communication regarding activities, technical issues, and solutions development to project delivery team and Team Manager on a regular basis.
• Execute and complete assigned tasks and deliverables in a timely manner.
• Participate in site surveys, documentation review, and due diligence activities to determine facility conditions and develop energy conservation measures.
• Participate in design and submittal reviews of new construction scope as part of the commissioning process.
• Actively utilize the CxAlloy software to document assigned new construction commissioning scopes.
• Develop pre-functional checklists and functional performance tests in CxAlloy.
• Development of technical reports and project observations to the project delivery team to support solutions development and understanding of progress, system operation, on-site conditions, and other required building information.
• Implement energy conservation measures independently and/or in collaboration with project delivery team partners, such as facilities staff or trade partners, whenever required.
• Review pre-functional checklists and compare to actual site conditions when required.
• Troubleshoot, optimize, and modify building system programming when necessary to implement energy conservation measures.
• Utilize test instrumentation to troubleshoot, verify, and optimize building system operation.
• Oversee and execute functional performance tests as part of the acceptance of construction scope.
• Work with project delivery team partners to ensure implemented energy conservation measures and building system programming are well documented, understood, and archived on-site and in Company storage systems designated for the project.
• Maintain awareness of energy performance for assigned scopes through the duration of the project.
• Collaborate with the project team to ensure performance targets are met and maintained.
• Ensure issues are properly identified, communicated, tracked, and addressed by the appropriate delivery team members and partners.
• Assist with the resolution of issues, including proposing solutions to the project.
• Proactively address and escalate as required, impediments to achieving project outcomes and scope completion with the team manager and director.
• Adhere to and exemplify IS Delivery and IS Technical Services process guidelines and SOPs.
• Uphold the company organizational core values.
• Other duties as assigned.

Building Systems Analyst I

• Make Safety the number one priority in the business unit.
• Develop and implement execution plan to maximize overall business objectives, and ensure maximum profitability.
• Manage the Services team to maintain, embrace and enforce the company’s Core Values and to lead by example.
• Communicate with Corporate Operations to identify, manage and share overall Best Practices and project resources.
• Hiring and disciplinary duties.
• Meet or exceed growth goals.
• Manage Key Performance Indicators (safety, financial expectations, accurate forecasting, AR management, personnel development, sales team performance).
• Provide key leadership direction for operations within the business unit to ensure a cohesive team.
• Maintain Customer Satisfaction.

General Manager – Commercial HVAC

• Provide complete project field leadership and direction for day-to-day operations of the assigned project(s)
• Ensure project success by fully coordinating all vendors and Subcontractors to install their scopes of work in accordance with the Contract Documents and Project Schedule
• Champion of project safety and maintain a safe work environment
• Responsible for creation, maintenance, and accurate reporting of the Project Schedule
• Coordinate all site construction activities for the project
• Manage scheduling of site inspections
• Ensure coordination of installation between trades and driving trade partner progress
• Monitor and author Daily Reports for accuracy and compliance with Contracts and the Project Schedule
• Manage implementation of the Project Quality Assurance plan
• Promote and maintain the company culture by representing the team and company to all stakeholders

Construction Manager

• Provide leadership and direction for day-to-day execution of work
• Develop and implement execution plans to maximize business objectives
• Manage the Services team and enforce company Core Values
• Communicate with Corporate Operations and manage overall best practices
• Handle hiring and disciplinary duties
• Meet or exceed growth goals and manage Key Performance Indicators
• Ensure compliance with legal requirements and uphold business ethics

Designer

• Design mechanical systems, components, or assemblies using engineering principles
• Work closely with project managers, engineers, and contractors to create unique high-level concepts and designs for all assigned projects
• Conduct field surveys to identify existing equipment types and system capabilities
• Produce design documents including drawings, system flow diagrams and architecture, wiring diagrams, construction details, and equipment scheduling
• Deliver concepts and designs according to strict project deadlines
• Contribute to all areas of the creative process and department
• Handle complex issues and problems and refer only the most complex issues to higher-level staff
• Provide leadership, coaching, and/or mentoring to team members
• Provide training to designer level staff on basic design principles and standards

Mechanical Designer III

IT Support

• Provide leadership and direction for day-to-day execution of work of the assigned business unit including overseeing operations, sales and accounting.
• Make Safety the number one priority in the business unit.
• Develop and implement execution plan to maximize overall business objectives, and ensure maximum profitability.
• Manage the Services team to maintain, embrace and enforce the company's Core Values and to lead by example.
• Communicate with Corporate Operations to identify, manage and share overall Best Practices and project resources.
• Hiring and disciplinary duties.
• Meet or exceed growth goals.
• Manage Key Performance Indicators (safety, financial expectations, accurate forecasting, AR management, personnel development, sales team performance).
• Provide key leadership direction for operations within the business unit to ensure a cohesive team.
• Coordinate and confer with others to resolve operational problems and difficulties and to authorize plans of action within corporate framework.
• Evaluate local performance, for customer satisfaction and provide leadership for performance enhancement and proactive resolution of issues.
• Allocate resources as needed to ensure business unit and project team commitments to customers are met.
• Manage personnel priorities relating to technical ability and staffing levels to gain greater efficiencies to improve customer satisfaction and reduce cost.
• Ensure compliance with state, local, and federal legal requirements and operates the local office with the highest business ethics.
• Meet or exceed all financial budgets and goals, including reviewing all set-ups, monitoring all pricing, and reviewing cost data with project team(s).
• Maintain consistency in Project and Field Management processes throughout the business unit.
• Maintain Customer Satisfaction.

Business Unit Manager – Services

• Be a trusted advisor to the C-Suites of the companies largest customers of over $2MM annually and over 1MM square feet.
• Effectively and efficiently manage 5-7 key accounts.
• Source and contact potential clients weekly, documenting and reporting findings accurately, thoroughly and timely.
• Maintain and update CRM software regularly.
• Work with other team members to generate additional work for Services.
• Create and maintain higher profit margins for both maintenance and project work.
• Participate in relevant training provided by and outside of the company.
• Determine customer needs, estimate all sourced work, suggest upgrades, develop and present solutions based on the Company service offerings.
• Monitor, report, meet or exceed sales plan goals.
• Develop and maintain an active proposal backlog to support achieving designed sales plan.
• Develop long-term relationships to create brand loyalty.
• Educate clients and persuade sales by thoroughly learning the company's service offerings.
• Assist team in creating and executing a successful sales strategy.

Sales Representative II – Service

Mechanical Engineer

• Responsible for signing and sealing engineering documents.
• Analyzes, develops and evaluates systems.
• Improves and maintains current systems or creates brand new projects.
• Designs and drafts blueprints, visits systems in the field and manages projects.
• Applies engineering techniques and analyses within the scope of the assignment.
• Performs work with a high degree of latitude.
• Handles the most complex issues.
• Provides leadership, coaching, and/or mentoring to a subordinate group.
• May act as a lead or first-level supervisor.
• Direct interaction with clients.

Mechanical Engineer PE III

Business Analyst

• Partner with IS-Delivery senior leadership team and functional leaders to understand strategic priorities, delivery challenges, and capability-maturity initiatives.
• Maintain an integrated, portfolio-level view of initiatives across Legal, Supply Chain, Engineering, Project Controls, Project Systems, Project Onboarding & Training, and related functions.
• Act as a coordinating point across functional leaders to ensure alignment, sequencing, and awareness of interdependencies.
• Develop and manage the overall initiative calendar, including milestones, dependencies, and recurring leadership forums.
• Establish and maintain structured governance rhythms, ensuring initiatives progress with clear accountability and follow-through.
• Track commitments, risks, and delivery constraints; proactively surface issues and support resolution.
• Develop and maintain portfolio-level reporting that provides visibility into active IS-Delivery initiatives and upcoming and inbound projects.
• Support leadership with forward-looking analysis to anticipate delivery demands and ensure IS-Delivery is positioned to absorb new work effectively.
• Synthesize information across teams to create a clear, enterprise view of “what’s coming next” and associated preparedness.
• Perform structured analysis using Excel to support prioritization, sequencing, capacity considerations, and performance tracking.
• Produce high-quality executive-level materials in PowerPoint and Word, including portfolio dashboards and summaries, capability-maturity roadmaps, and leadership update decks.
• Plan and facilitate recurring cross-functional working sessions and leadership reviews.
• Ensure meetings are outcome-driven, decisions are documented, and actions are tracked to completion.

Regional Director – HVAC Operations, Commercial

Asset Management Administrator – Payroll/Invoice Focused

Asset Manager – Senior

Commercial HVAC Project Manager

Senior Data Center Project Manager – MEP

Senior Commercial HVAC Sales Representative

Building Systems Analyst I

General Manager – Commercial HVAC

Construction Manager

General Manager – Commercial HVAC

Mechanical Designer III

Business Unit Manager – Services

Sales Representative II – Service

Mechanical Engineer PE III

Business Analyst II – Commercial Construction Projects