Operational Specialist

Pivotal Talent Search; Ozark (MO); On-site; USD 60,000 - 100,000; Full time

Job summary

A leading recruitment firm is seeking an Operations Finance Specialist in Missouri to collaborate with leadership and enhance business operations. The role emphasizes solving operational challenges with data analysis and building effective systems across various departments. Ideal candidates should possess a relevant bachelor's degree and strong analytical skills. This position offers a chance to work in a fast-paced environment with opportunities for significant impact on business efficiency and profitability.

Qualifications

• Strong analytical and problem-solving skills.
• Advanced Excel / Google Sheets skills.
• Interest in operational finance and systems design.
• Ability to work with large datasets.
• Interest in operational finance and systems design.
• Strong research ability.
• Comfortable working in fast-moving environments.

Responsibilities

• Review operational and financial data to identify trends, risks, and opportunities.
• Translate complex data into insights and actionable recommendations.
• Develop and implement systems to track equipment and inventory.
• Develop and implement systems to track equipment, materials, and surplus inventory.
• Identify opportunities to reduce costs and improve purchasing through better vendor and supply chain management.
• Build processes to track excess materials and broker unused inventory across locations.
• Manage and maintain the company’s ServiceTitan price book.
• Adjust pricing based on supply chain changes, vendor price fluctuations, and market demand.
• Research ways to integrate supplier pricing updates and price index data into internal systems.
• Research and track licensing requirements across multiple states for plumbing and contractor operations.
• Build a centralized system that ensures each business entity maintains proper licensing coverage.
• Analyze regulatory requirements such as employment or ownership requirements for license holders.
• Develop scalable strategies for managing licenses across multiple states.
• Work directly with leadership to identify operational inefficiencies.
• Build new systems and workflows where none currently exist.
• Lead projects that improve cost structure, compliance, and operational scalability.

Skills

Strong analytical and problem-solving skills

Advanced Excel / Google Sheets skills

Ability to work with large datasets

Interest in operational finance and systems design

Strong research ability

Fast-moving environment adaptability

Big data handling

Operational finance

Education

Bachelor's degree in Finance, Economics, Engineering or related field

Tools

SQL or data tools

ERP systems

Process automation or AI tools

Job description

Level

Open to considering candidates at all levels including management-level backgrounds, with compensation structured according to experience and scope of responsibility.

Reports To

Vice President

POSITION OVERVIEW

We’re looking for a highly systems-minded Operations Finance Specialist to work directly with the leadership team to improve how our business operates.

This role is perfect for someone who enjoys solving operational problems with data, building better processes, and turning insights into action. This role is a Doer and not someone that just crunches numbers.

You’ll help design systems that support multiple operating businesses, manage complex financial and operational data, and identify opportunities and execute them to make the business more efficient and profitable.

If you enjoy working fast, building and improving structure, as well as using data to drive decisions, you’ll thrive here.

KEY RESPONSIBILITIES

Operational Finance & Data

• Review operational and financial data to identify trends, risks, and opportunities.
• Translate complex data into clear insights and actionable recommendations.
• Partner with leadership to improve decision-making through better reporting and forecasting.

Inventory & Procurement Systems

• Develop and implement systems to track equipment, materials, and surplus inventory.
• Identify opportunities to reduce costs and improve purchasing through better vendor and supply chain management.
• Build processes to track excess materials and broker unused inventory across locations.

Pricing Strategy & ServiceTitan Price Book

• Manage and maintain the company’s ServiceTitan price book.
• Adjust pricing based on supply chain changes, vendor price fluctuations, and market demand.
• Research ways to integrate supplier pricing updates and price index data into internal systems.

Licensing & Regulatory Compliance Research

• Research and track licensing requirements across multiple states for plumbing and contractor operations.
• Build a centralized system that ensures each business entity maintains proper licensing coverage.
• Analyze regulatory requirements such as:
• Employment or ownership requirements for license holders
• Develop scalable strategies for managing licenses across multiple states.

Process Improvement & Special Project's

s

• Work directly with leadership to identify operational inefficiencies.
• Build new systems and workflows where none currently exist.
• Lead projects that improve cost structure, compliance, and operational scalability.

QUALIFICATIONS

Required

• Bachelor's degree in Finance, Economics, Engineering or related field.
• Strong analytical and problem-solving skills
• Advanced Excel / Google Sheets skills
• Ability to work with large datasets
• Interest in operational finance and systems design
• Strong research ability
• Comfortable working in fast-moving environments

Preferred

• SQL or data tools
• ERP systems
• Process automation or AI tools

KEY TRAITS

• Are highly curious and self-directed
• Like solving complex operational problems
• Are comfortable working closely with leadership in a fast-moving environment
• Prefer building systems instead of maintaining old ones
• Aren’t afraid to roll up your sleeves and dig into the details