Data Analyst - Client: HVAC Services

Data Analyst - Client: HVAC Services

Department: Boutique Client

Employment Type: Freelance

Location: LatAm - Mexico

Reporting To: Client via Magic

Compensation: $7.00 / hour

Description

About the ClientA rapidly growing HVAC services company in Raleigh, NC, providing comprehensive heating, cooling, and air quality solutions. With over 50 skilled employees and recent acquisitions, they're expanding their operations while maintaining their commitment to excellent customer service and efficient business operations.
Why this role exists
The company seeks a skilled Data Analyst to manage comprehensive reporting, data organization, and business analytics while supporting communication efficiency. This role will help streamline operational processes and provide crucial data insights during the company's growth phase.

The Impact you’ll make

Data Analysis & Reporting

• Run and manage reports on sales, labor, and material costs
• Create visual data representations and charts
• Analyze gross margin and key business metrics
• Generate comprehensive business reports
• Build and analyze Google Form surveys

Financial Data Management

• Organize financial data and spreadsheets
• Track and report on key business metrics
• Support basic financial analysis
• Maintain organized data structures
• Create visual representations of financial data

Project & Communication Support

• Manage and track projects in Trello
• Handle email communications
• Coordinate calendar management
• Support internal team communication via Telegram
• Follow up on ongoing projects

Systems & Tools Management

• Work with ServiceTitan CRM
• Utilize Excel and Google Sheets
• Manage Google Forms and surveys
• Coordinate through Outlook
• Support AI tools implementation

Skills, Knowledge and Expertise

Required:

• 2+ years experience in data analysis and reporting
• Proven experience with Excel and Google Sheets
• Background in business metrics tracking
• Experience with CRM systems
• Understanding of basic financial analysis
• WFH Set-Up:
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home

Your Superpowers:

• Strong analytical and organizational skills
• Proficiency with data visualization tools
• Experience with project management platforms
• Communication and email management expertise
• Ability to handle multiple data sources
• Basic financial acumen
• AI tools familiarity (like ChatGPT)

You should apply if… 

• You're passionate about data analysis and organization
• You thrive in a growing business environment
• You have strong attention to detail
• You enjoy working with numbers and reports
• You have excellent organizational skills
• You're interested in the HVAC industry
• You're comfortable with multiple software platforms

What to expect...

Work Setup:

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

• Monday to Friday from 7 AM to 4 PM EST (Eastern Standard Time)
• 40 hours per week

Compensation:

• $7 per hour
• No benefits package included

Benefits