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What are the key skills and qualifications needed to thrive as an HVAC Distribution Specialist at CFM Distributors Inc., and why are they important?

To thrive as an HVAC Distribution Specialist at CFM Distributors Inc., you need a solid understanding of HVAC products, logistics, and inventory management, typically supported by experience in distribution or a related technical field. Familiarity with warehouse management systems (WMS), order processing platforms, and possibly HVAC certification or training is often required. Strong customer service, problem-solving, and teamwork skills are crucial for effectively supporting clients and collaborating with colleagues. These skills ensure efficient operations, high-quality customer interactions, and successful delivery of HVAC solutions in a competitive market.

What are some typical responsibilities and daily tasks for someone working at CFM Distributors Inc. in a sales or technical role?

At CFM Distributors Inc., team members in sales or technical roles often spend their days assisting customers with HVAC equipment selection, processing orders, providing technical support, and coordinating with the warehouse and delivery teams. Collaboration with manufacturers and internal departments is common to ensure accurate product information and timely deliveries. Employees also stay up to date with industry trends and product innovations through ongoing training, which helps them provide valuable solutions to clients. The work environment is typically fast-paced and customer-focused, offering opportunities to develop both technical expertise and strong client relationships.

What is the difference between Cfm Distributors Inc vs HVAC Technician?

AspectCfm Distributors IncHVAC Technician
CredentialsBusiness licenses, distributor certificationsEPA certification, HVAC training programs
Work EnvironmentOffice, warehouse, distribution centersOn-site at residential or commercial locations
Industry UsageDistribution and sales of HVAC productsInstallation, maintenance, repair of HVAC systems

While Cfm Distributors Inc focuses on distributing HVAC products and managing supply chains, HVAC Technicians are hands-on professionals installing and repairing HVAC systems. Both roles are essential in the HVAC industry but serve different functions and require different credentials.

What is CFM Distributors Inc and what do they do?

CFM Distributors Inc is a wholesale distributor specializing in heating, ventilation, air conditioning, and refrigeration (HVACR) products and equipment. They supply contractors and businesses with a wide range of HVACR systems, parts, and accessories from various leading brands. In addition to providing products, CFM Distributors Inc also offers training, technical support, and value-added services to help their customers succeed. Their primary clients include HVACR contractors, commercial businesses, and industrial customers.
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Infographic showing various Cfm Distributors Inc job openings in the United States as of June 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 93% Physical, 5% Hybrid, and 2% Remote job distribution.
Lead Financial Planning Analyst

Lead Financial Planning Analyst

Vangard, Inc.

Malvern, PA • On-site

Full-time

Posted 28 days ago

Job description

The Lead Financial Analyst role offers the opportunity to support Financial Advisor Services (FAS) from a FP&A perspective, driving complex forecasting, financial modeling, and profitability analysis across products and distribution channels. The position plays a key role in shaping financial strategy by leading analytical initiatives, enhancing costing models, and delivering insights to senior leadership that inform business decisions and growth. With strong exposure to enterprise stakeholders, this role blends technical financial expertise with strategic influence, supporting continuous improvement, pricing decisions, and scalable financial frameworks across the FAS business.

Responsibilities:

  • Leads initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders. Conducts complex analyses such as forecasting and financial modeling.
  • Provides thought leadership to the development of financial methodologies and approaches. Conducts ad hoc and periodic evaluation reviews to help assess the profitability of product lines and distribution channels.
  • Establishes and deploys subject matter expertise across the financial, accounting and regulatory areas to support complex client matters. Creates presentations for senior leaders to inform on financial performance.
  • Owns enterprise channel and product costing models and the production of end user cost matrices for internal team use. Implements systematic approach to maintaining and continuously improve the models. Provides support and input into client and product pricing.
  • Manages responses to requests for information related to internal business statistics and trends. Engages appropriate resources to support requests, determines appropriate sources of information, collects, compiles, interprets, analyzes and summarizes results in alignment with the overall business strategy.
  • Identifies opportunities to improve the delivery of financial services to internal clients and implements procedural changes, as needed. Structures and manages projects and ad-hoc requests.
  • Supports the financial development and growth of the team.
  • Participates in special projects and performs other duties as assigned.


Qualifications:

  • Minimum of five years' related work experience, with at least two years' financial services industry experience.
  • Undergraduate degree or equivalent combination of training and experience. Economics or Finance degree preferred. Graduate degree preferred.
  • CPA, CFM, CMA, or other financial designation preferred.

    Special Factors

    Sponsorship

    Vanguard is not offering visa sponsorship for this position.

    About Vanguard

    At Vanguard, we don't just have a mission-we're on a mission.

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

    How We Work

    Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

    Apply