O&M Planner Scheduler

What you will do

Under the general direction of the [P3] Finance Manager, our Financial Analyst is responsible for account reconciliation, analysis, and customer service job duties related to all aspects of [P3] Finance activities.

Must be able to effectively and professionally work with stakeholders at all departments of the organization.  The principal duties of this role will be to support the financial and analytical processes associated with securing contracts, cost controls, cash, and intercompany transactions.

Coordinates all contract securing, billings, collections, subcontract creation, and resource planning with guidance from the Operations Team Leaders. Partners effectively with the Operations Team Manager(s) to ensure financial commitments are met monthly, quarterly, and annually. Ensures work performed complies with state, local, federal, and legal requirements and operates with the highest of ethics and all work is completed in a reasonable timeframe. Develop relationships with our subcontractors and customers to facilitate payables and receivables effectively.

How you will do it

• Assist with the preparation and analysis of the cash activity for [Collections Team].
• Assist with the preparation and analysis of the intercompany activity for [Collections Team].
• Work across departments and geographical locations to ensure all transactions are properly recorded at month end.
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance, providing insights and decision making support to the business.
• Support month-end close activities and drive any ad-hoc requirements that could arise.
• Answers any customer/subcontractors inquiries and resolves or escalates customer issues, as appropriate.
• Supports the O&M Scheduler-Planners with subcontractor issues and can be the first point of escalation to resolve subcontractor issues
• Creates advantageous billing schedules of values and invoices. Follows up on invoices to validate customer receipt and approval.
• Develops and maintains viable long-term relationships with customers and subcontractors.
• Ensures that all customer contact information required to support customer satisfaction activities are entered in appropriate BE tools.
• Facilitates contract and change order bookings, certified payroll reporting, and any other contractual requirements related to back office processes.
• Ensures that all BE standard tools, processes and programs are followed to optimize JCI profitability
• Provides operations and financial support for the Area/Regional Ops Management Teams. Identifies issues and recommends solutions to the appropriate Ops Management level.
• Participates in monthly Ops business review meetings by identifying critical account information relative to current financial status, (re-estimates, billings, Accounts Receivable issues, revenue forecasts) and recommending solutions to customer satisfaction issues. Initiates research and follow up on account questions identified during monthly review meetings. Provides feedback to Area/Regional Ops Management Team, and Area/Regional Project Owners as appropriate.
• Proactively takes the initiative to identify, evaluate and resolve Ops process related issues. Initiates action to limit negative outcomes and seek new opportunities for improvements in the installation process. Prioritizes work activities based upon financial impact to desired business goals and outcomes.
• Acts as liaison to the India Business Center for the Area/Regional Ops Organization.
• Performs other responsibilities in support of the P3 Team.

Johnson Controls’ Canadian subsidiaries are committed to providing reasonable accommodation to applicants, candidates and employees with disabilities, in accordance with applicable human rights legislation, and in Ontario, in accordance with the Accessibility for Ontarians with Disabilities Act (“AODA”). When requested, accommodation will be provided throughout all stages of the recruitment and selection process. To request accommodation, please contact us. Any information you provide related to accommodation measures will be treated as confidential. A copy of Johnson Controls’ applicable AODA policies are available on our website at www.johnsoncontrols.com for your reference, and can be made available in accessible formats upon request.