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AI Summary

The Warranty Financial Team Advocate manages the accurate and timely financial processing of warranty claims, including credit reconciliation and transaction processing. They also provide technical support to internal stakeholders and customers while optimizing inventory management processes.

Warranty Coordinator – Financial Team |HVAC Products | Carrier Enterprise|

 

Carrier Enterprise (CE) is a national distributor of residential and light commercial Heating, Ventilation and Air Conditioning (HVAC) products, parts and supplies through licensed HVAC/R dealers and contractors. CE operates primarily in the business-to-business environment where its products are sold through licensed HVAC dealers and HVAC contractors. These dealers are independent companies that sell, deliver and service Carrier, Bryant & Payne products to residences and businesses in their respective markets.  CE offers customers a wide range of HVAC/R product lines, competitive pricing, best in class customer service and valuable, timesaving services that positions CE as an industry leader. With over 200+ locations, in 28 states, Puerto Rico, the Caribbean, Latin America, Mexico and Canada there is a location to service our customers HVAC/R needs. 

 Job Summary:

The Warranty Financial Team Advocate is responsible for ensuring accurate and timely financial processing of warranty claims and related transactions. This role works with cross-functional teams, managing daily credit reconciliation, processing financial transactions, and providing technical support to internal stakeholders and customers. The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities:

  • Review and maintain accurate factory daily credits to ensure correct payment to customers and verify and process daily credits in a timely manner.
  • Receive and process purchase orders and perform weekly reconciliations to ensure accuracy and resolve any discrepancies.
  • Process and track third-party credits and compressor core credits, ensuring accurate payment to customers and vendors.
  • Review and process consumer buy-in credits, ensuring accurate payment to customers and the factory.
  • Analyze unavailable inventory reports, identify and resolve inventory discrepancies, and optimize inventory management processes.
  • Provide warranty-related support to the technical support team and customer-facing team and assist with warranty and financial inquiries.
  • Develop and deliver training to dealers and internal teams on warranty and financial processes and maintain training materials and documentation.
  • Perform weekly reconciliations, generate reports as needed, and analyze data to identify trends and areas for improvement.

Requirements:

  • Strong analytical and problem-solving skills with attention to detail and accuracy
  • Excellent verbal and written communication and organizational skills
  • Ability to work in a fast-paced environment with multiple priorities
  • Proficiency in Microsoft Office and ERP systems (e.g., Infor, Salesforce, Servicebench, SAP)
  • Ability to work effectively in a remote environment with evolving business requirements

Preferred Qualifications:

  • 2+ years of experience in accounting, finance, or a related field
  • Experience in the HVAC industry or with warranty processes
  • Knowledge of accounting principles and financial analysis

 

What We Offer:

  • Competitive incentive earnings
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • Opportunities for professional growth and career advancement.
  • A fun, energetic, and supportive work environment.
  • Regular team-building activities and company events.
  • Ongoing training and development to enhance your skills

 

Benefits:  

  • Health Insurance  
  • Health Savings Account 
  • Dental Insurance 
  • Vision Insurance 
  • Life Insurance 
  • Disability Insurance (Short-term and Long-term) 
  • Employee Assistance Program (EAP) 
  • Tuition Reimbursement & Professional Development 
  • Paid Vacation & Sick time 
  • Company Paid Holiday's 
  • 401(k) Plan with Employer Match 
  • Employee Discount Program 

 

Invitation to Apply 

Full-time and part-time positions are available. To explore this exciting Account Executive opportunity and other career opportunities at Carrier Enterprise, visit our careers page at www.carrierenterprise.com/careers. Learn more about our company and team.  

 

Equal Opportunity Statement: 

Carrier Enterprise, LLC is an Equal Opportunity Employer and does not discriminate on the basis of age, color, race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and competence. 

 

Qualifications

Preferred Qualifications:

  • 2+ years of experience in accounting, finance, or a related field
  • Experience in the HVAC industry or with warranty processes
  • Knowledge of accounting principles and financial analysis

 

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