Financial Operations Analyst — Billing & CRM

Precision Garage Door Service; New Jersey; Sur place; USD 60 000 - 65 000; Plein temps

Résumé du poste

Precision Garage Door Service in Pompton Plains, New Jersey is seeking an Operations Analyst to support daily financial and operational needs. The ideal candidate will handle CRM workflows, payments, invoicing, and reconciliations, while coordinating with technicians and the accounting team to resolve issues.

The role emphasizes detail-orientation, independent work and collaboration across departments. Prior CRM experience (ServiceTitan, Salesforce) is preferred, and a basic understanding of AR,

Qualifications

• 1+ years of experience in a business operations, commercial support, customer service, administrative, accounting support, or similar professional role.

Responsabilités

• Apply, batch, and post daily customer payments in ServiceTitan.
• Perform daily invoice reconciliation in ServiceTitan and follow up on discrepancies, missing information, and uncompleted jobs.
• Review and tag jobs appropriately and communicate with team members to resolve outstanding items.
• Contact customers regarding outstanding balances and assist with the company's collections process.
• Follow up with technicians and field employees regarding outstanding cash and check payments.
• Apply for and track supplier rebates.
• Enter financial and operational data into QuickBooks accurately and efficiently.
• Count and reconcile daily cash and prepare bank deposits.
• Enter and process vendor bills.
• Research and correct payment issues, investigate discrepancies, and troubleshoot jobs, primarily within ServiceTitan.
• Provide support to Accounts Receivable (AR), Accounts Payable (AP), and General Ledger (GL) functions.
• Serve as a first point of contact for business team members regarding payment, invoice, billing, and operational questions.
• Work closely with operations, technicians, management, customers, vendors, and accounting team members to resolve issues.
• Maintain accurate records and ensure financial and operational information is entered correctly and on time.
• Identify discrepancies or process issues and take ownership of researching and resolving them.

Outils

ServiceTitan

Salesforce

QuickBooks

Description du poste

Precision Garage Door Service in Pompton Plains, New Jersey is seeking an Operations Analyst to support daily financial and operational needs. The ideal candidate will handle CRM workflows, payments, invoicing, and reconciliations, while coordinating with technicians and the accounting team to resolve issues.

The role emphasizes detail-orientation, independent work and collaboration across departments. Prior CRM experience (ServiceTitan, Salesforce) is preferred, and a basic understanding of AR,