What are the responsibilities and job description for the HVAC Associate Area Service Manager position at Lor-Mar Mechanical Services?

HVAC Associate Area Service Manager

Lor-Mar is a building systems solutions firm providing design and installation of HVAC, plumbing, and controls systems throughout the Philadelphia tri-state area. Lor-Mar provides construction (renovation and retrofit), service, and integrated controls solutions and is a valued partner to building owners and tenants in the commercial, industrial, and institutional end-market, general contractors, contract managers and energy service companies.

We have an immediate need for an Associate Area Service Manager to support both the financial and operational aspects of our service business, ensuring efficient and effective service delivery while maintaining accurate financial reporting and business management practices. The role will involve handling accounting-related tasks and actively contributing to the growth and management of service areas.

Responsibilities :

Financial and Business Support :

Produce, distribute, and collect timely and accurate billing for quoted work, time and material, and maintenance contract customers.
Create, monitor, and renew maintenance contracts, ensuring accurate financial input and alignment with target margins.
Execute job costing tasks, including creating jobs in accounting systems, reviewing documentation for accuracy, inputting estimated costs, filing preliminary notices, and collecting lien releases.
Input and review proposed / approved change orders and project / work order cost adjustments for managers.
Review Work in Progress (WIP) and other job cost-related reports for accuracy, distribute reports to management, and support month-end close preparation.
Maintain business records, reports, logs, and data, ensuring accuracy and timely submission of regular reports to management.
Monitor and follow up on receivables over 60 days past due, ensuring timely payment of invoices.

Service Management and Operational Support :

Assist in achieving the annual booking quota and meeting personal booking objectives at planned pricing levels.

Partner with the service coordinator to plan daily manpower needs and supervise staff to ensure projects are completed on time, within budget, and to customer satisfaction.

Analyze mechanical systems to develop recommendations for repair, replacement, upgrade, or retrofitting, and present estimates to customers with the goal of closing sales.

Purchase and expedite materials, equipment, and parts in a timely and cost-effective manner to support personal projects meeting quotas.

Ensure all completed work is billed promptly, following the terms of contract agreements.

Contribute to the development and execution of the company's annual operating plan.

Maintain strong relationships with the 5 area managers for PHA.

Cross-Functional and Team Support :

Act as a team player and assist with dispatching, business systems, accounting tasks, and other responsibilities as needed.

Maintain Certificates of Insurance, review purchase orders and subcontracts for proper project commitments, and support intercompany reconciliations and time card reviews.

Qualifications :

Strong understanding of financial and accounting principles, with experience in billing, job costing, and financial reporting.

Demonstrated ability to manage multiple projects and prioritize tasks effectively.

Experience in service management, with a focus on meeting revenue and gross profit goals.

Excellent communication and customer service skills.

Willingness to travel up to 25% to local job sites.

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HVAC Associate Area Service Manager

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