Operations Analyst: FinOps & CRM Specialist

Precisiondoorkc; Pequannock Township (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Precisiondoorkc in Pompton Plains, NJ is seeking an Operations Analyst to support daily financial and operational needs. The role is ideal for someone with customer service, commercial support, or business operations experience who wants to grow.

You will work with CRM systems like ServiceTitan or Salesforce, handle AR/AP/GL, invoicing, and reconciliations, and collaborate with operations, finance, and field teams to resolve issues.

Qualifications

• 1+ years of experience in a business operations, commercial support, customer service, administrative, accounting support, or similar professional role.
• Preferred: Experience using ServiceTitan, Salesforce, or another CRM system.
• Experience with financial, billing, invoicing, payment, or customer account information is strongly preferred.
• Basic understanding of AR, AP, GL, invoicing, payments, and reconciliations is a plus.
• Experience with QuickBooks is preferred.
• Ability to work independently while also collaborating with multiple departments.
• Comfortable working in a fast-paced environment where priorities can change.
• Ability to handle confidential financial and business information appropriately.

Responsibilities

• 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.

Skills

CRM systems

Accounts receivable

Accounts payable

General ledger

Invoicing

Payments

Reconciliations

Detail-oriented

Communication

Organization

Tools

ServiceTitan

Salesforce

QuickBooks

Job description

Precisiondoorkc in Pompton Plains, NJ is seeking an Operations Analyst to support daily financial and operational needs. The role is ideal for someone with customer service, commercial support, or business operations experience who wants to grow.

You will work with CRM systems like ServiceTitan or Salesforce, handle AR/AP/GL, invoicing, and reconciliations, and collaborate with operations, finance, and field teams to resolve issues.