Senior Finance Operations Manager

Helios is seeking a Senior Finance Operations Manager to support the VP of Finance and play a critical role in optimizing cost controls, inventory accuracy, and operational finance processes within our commercial HVAC service organization. This position is deeply rooted in understanding field service dynamics, specifically HVAC-related inventory, service-drive job costing, and cost of goods analytics.

The ideal candidate will bring a strong background in operational finance and cost accounting, with hands-on experience managing inventory within a field services ERP (preferably SAMPro). This individual will support month-end close, lead improvements in inventory reconciliation and ERP setup, and develop tools that clarify COGS drivers and enhance margin visibility. The role will also assist in documenting finance SOPs, managing recurring cost tracking, and supporting cross-functional initiatives led by the VP of Finance.

This individual will be expected to drive actionable financial and business insights through a deep understanding of operational finance, GAAP principles, and effective partnership with Operations.

WHAT SETS HELIOS APART:   

• Opportunity to make a big impact quickly 
• Competitive Pay
• Amazing people to work with 
• Opportunities for professional growth and development

WHAT HELIOS NEEDS FROM YOU: 

Inventory, Job Costing & COGS Management

· Own inventory setup, valuation, and maintenance in SAMPro ERP

· Reconcile inventory balances and create analytic tools when physical counts are unavailable

· Maintain SAMPro master data, including item records, transaction corrections, and item costing

· Build and maintain bottom-up COGS models for annual budgeting and forecasting

· Analyze cost variances and report findings to the VP of Finance

· Support invoice reviews and ensure operational transactions are appropriately categorized

· Monitor inventory adjustments, rebate reporting, and item usage trends

· Facilitate understanding of COGS drivers and implement precise metrics for variance analysis

· Implement robust internal controls for inventory management, including periodic physical counts

· Develop reporting dashboards and other tools to monitor job costing, material usage, and profitability trends

Operational Finance & Close Support

· Assist in monthly close efforts, drive timeline acceleration, and strengthen account reconciliations

· Maintain rigor in lease accounting (i.e. Lease Crunch) and recurring payables tracking

· Assist in documenting and developing optimized standard operating procedures across finance

· Design and manage weekly flash reporting to improve leadership visibility

Cost Optimization & Reporting

· Lead annual cost-saving initiatives by organizing, tracking, and quantifying savings

· Build self-serve analytic tools and dashboards to enhance cost control and visibility

· Partner with Operations to align cost outcomes with on-the-ground activities

Projects & Cross-Functional Initiatives

· Support vendor consolidation and sourcing initiatives (regional to national supplier transitions)

· Track and monitor recurring payables, vendor contracts and leases

· Support VP of Finance on various high-impact initiatives to streamline finance operations and support scalability

WHAT SETS YOU APART:

· Bachelor’s degree in Accounting, Finance, or related field

· 7+ years of progressive experience in accounting or finance roles

· Experience in field service industries such as HVAC

· Strong understanding of job costing, inventory management, and cost accounting

· Familiarity with SAMPro ERP or similar service-industry platforms

· Advanced Excel skills required; experience with Power BI or reporting tools is a plus

· Proven ability to manage staff while working hands-on in operations

· Strong organizational, analytical, and cross-functional communication skills

Helios Commercial Service Partners determines compensation based on the cost of labor across several US geographic markets. The base pay for this position ranges from $115,000 - $130,000 Pay is based on a number of factors including market location, job-related knowledge, skills, and experience.    

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