O'Dell HVAC Group

Inside Sales

• Respond to customer inquiries and provide product, pricing, and lead-time information.
• Prepare accurate and competitive quotations, including support for special pricing requests and bid-spec tenders.
• Follow up on quotations and sales opportunities to support conversion and customer responsiveness.
• Coordinate opportunities from initial inquiry through to successful order entry, ensuring a smooth handoff to Project Coordinators and Project Managers.
• Liaise with customers, vendors, engineers, and internal teams to confirm project requirements and support project success.
• Review project specifications and drawings to assist with product selection and pricing.
• Track opportunities, timelines, and customer requirements, proactively identifying and escalating risks as needed.
• Maintain accurate and up-to-date information within ERP and CRM systems.
• Support the preparation of technical submittals, documentation, and drawing packages.
• Communicate proactively with customers regarding order status, lead times, and product details.
• Manage multiple priorities and respond effectively to urgent requests in a fast-paced environment.
• Contribute to continuous improvement initiatives and support overall team efficiency.
• Other responsibilities as assigned.

Inside Sales Associate

Financial Planning and Analysis

• Prepare and review journal entries, accruals, and balance sheet reconciliations.
• Perform and review intercompany reconciliations across multiple entities.
• Record and reconcile commission accruals and commission payments.
• Support the month-end close process to ensure timely and accurate financial reporting.
• Prepare monthly variance and flux analyses to support financial review and decision-making.
• Ensure financial records, reconciliations, and documentation are accurate and GAAP-compliant.
• Assist with consolidation activities and regional financial reporting.
• Apply GAAP in day-to-day accounting activities and support adherence to corporate accounting policies.
• Assist with internal and external audits, including responding to audit requests and documentation needs.
• Support tax-related processes and compliance initiatives as required.
• Identify opportunities to improve accounting processes, controls, and efficiencies.
• Support ERP system enhancements, implementations, and onboarding of new entities.
• Maintain and update standard operating procedures (SOPs).
• Collaborate with FP&A, AR, AP, Collections, Sales, and Corporate Accounting teams to support accurate financial reporting.
• Provide guidance and support to Staff Accountants and assist with mentoring and development.
• Support Regional Finance Management with job reviews, cash flow analysis, and ad hoc reporting.

Inside Sales Associate

Senior Financial Analyst