Schedule:
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Monday - Friday, 9 am - 6 pm, includes 1hr unpaid break | PST
Job Overview: You’ll be the financial backbone of a fast-growing HVAC operation, mastering the complex integration between ServiceTitan and QuickBooks while ensuring accurate financial reporting across multiple revenue streams. This role offers the unique opportunity to shape financial processes from the ground up, working directly with business leadership during their crucial transition from startup to established operation. You’ll handle everything from daily transaction processing to year-end cleanup, with the potential to expand into broader administrative responsibilities as the business scales.
Responsibilities:
- Enter purchase orders into ServiceTitan daily and ensure seamless synchronization with QuickBooks
- Perform comprehensive reconciliation work across multiple payment processing systems including Green Sky financing and NMI credit card processing
- Process and manage vendor invoicing while troubleshooting ServiceTitan-related issues independently
- Handle specialized American Home Shield revenue tracking that bypasses standard ServiceTitan workflows
- Support critical 2025 financial cleanup and 2026 budget preparation processes
- Manage complex multi-stream revenue reconciliation for franchise reporting requirements
- Resolve integration challenges between field service software and accounting systems
- Provide administrative support and light marketing assistance to maximize full-time hour utilization
- Maintain accurate financial records during seasonal business fluctuations
- Collaborate directly with business ownership on financial strategy and process improvement
Requirements:
- Strong hands-on experience with ServiceTitan software and its QuickBooks integration capabilities (MUST)
- Advanced QuickBooks proficiency with certification preferred
- Experience managing daily bookkeeping operations and multi-system financial reconciliation
- Ability to work independently and troubleshoot complex software integration issues
- Familiarity with HVAC or field service industry accounting practices
- Experience with multiple payment processing platforms and financing company reconciliation
- Bonus if you have franchise accounting experience or knowledge of seasonal business financial management
- It helps if you’re comfortable with basic administrative tasks and light marketing support
Why Join This Team?:
- Ground-floor opportunity with a rapidly scaling HVAC franchise during peak growth phase
- Work with modern field service technology stack including ServiceTitan
- Direct collaboration with business leadership on financial strategy and process development
- Flexible role expansion into administrative and marketing support based on your interests and skills
- Stable remote work environment with consistent Pacific Time schedule
- Opportunity to establish and refine financial processes that will support significant business growth
Independent Contractor Perks
- Health Insurance Coverage for eligible locations
- Permanent work from home
- Immediate hiring