Business Analyst

With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets.

In office*

The Business Account Analyst will provide key insights and trends to ensure continued customer success. Attending regular meetings with the customers, ad-hoc reports, analyzing data and providing insights.

WHY JOIN US

We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include:

• Competitive pay $51K to $80K
• Medical, Dental, Vision and Prescription coverage
• Paid vacation and holidays
• 401(K) match
• Life insurance, AD&D and long-term disability
• Tuition reimbursement
• Opportunities available nationwide
• Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more
• Pet Insurance
• Legal Plan, and ID Theft Protection

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Attend client meetings, document discussions, and capture action items.
• Follow up on action items to ensure timely completion.
• Analyze customer account data to identify trends, uncover issues, and provide recommendations for improvement.
• Collaborate with internal teams to meet client needs and deliver high-quality service.
• Provide data-driven insights into client account performance, usage patterns, and compliance.
• Prepare and present PowerPoint presentations for quarterly business reviews, with key trends and action item progress.
• Liaise between clients and internal teams to resolve issues and improve service delivery.
• Participate in regional operations and program calls, sharing feedback and recommendations.
• Provides ROI analysis and recommendations in cooperation with Department Heads.
• Tracks and monitors execution in timeliness of work orders, asset spend, and performance trends.
• Providing color and analysis on monthly variances.
• Partners with Accounting team for month-end review of SG&A expenses, top customer revenue reporting, and COGs data for alignment with plan and forecast as well as reporting through Adaptive.
• Creates and maintains department reports, presentations, and graphs for both internal and external usage.
• Provides ad hoc support for special projects and data requests.
• Help maintain accurate data.
• Performs other duties as assigned.

JOB REQUIREMENTS

Education / Training

• AS degree o higher in Accounting, Finance, Data Analytics, Economics preferred.
• 4 years proven practical work experience in lieu of degree.

Work Experience / Skills

• Strong analytical skills with the ability to identify trends and make recommendations.
• Excellent communication and organizational skills with the ability to manage multiple priorities.
• Attention to detail in note-taking and tracking action items.
• Collaborative team player with experience in managing client relationships.
• Ability to operate in a fast-paced private-equity owned environment.
• Ability to use judgement and insight to make judgement calls on forecasting and transactional information.
• Excellent communication skills both written and oral with great attention to detail
• Ability to understand and follow all company policies and procedures and all applicable State and Federal laws.
• Ability to use typical business tools including E-Mail, Word, Excel, etc.
• Advanced Excel Skills, PowerBI and SQL is a plus.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

This job operates in a clean, well-lit and climate-controlled professional office environment with minimal physical hazards and noise. This role routinely uses standard office equipment such as computers, phones, printers, etc.

Physical Demands

While performing the duties of this job, the employee is regularly required to stand, sit, walk, talk, hear, and use hands and fingers to operate office equipment. The employee is occasionally required to reach, stoop and kneel. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and color vision.

In office supporting one of our largest and fun accounts!