Operations Analyst

Job Description

Job Description

Location: Pompton Plains, NJ

Employment Type: Full-Time

Department: Business Operations / Finance

About the Role

We are looking for an Operations Analyst to join our team and support the day-to-day financial and operational needs. This is a great opportunity for someone who has experience in customer service, commercial support, business operations, administrative coordination, or a similar role and is looking to grow their career.

The ideal candidate will have previous experience working in a professional business environment and be comfortable working with CRM or business management software. Experience with ServiceTitan, Salesforce, or another CRM system is preferred.

You do not need to be an accountant or an expert in accounting. However, a basic understanding of accounts receivable, accounts payable, general ledger, invoicing, payments, and reconciliations is highly preferred. We are looking for someone who is organized, detailoriented, resourceful, and enjoys researching and solving problems.

Key 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.

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 working 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.

What You'll Bring to the Team

• Accuracy: You catch the details others may miss.

• Problem-Solving: You enjoy researching discrepancies and figuring out what went 

wrong.

• Communication: You're comfortable working with customers, technicians, vendors, and 

internal teams.

• Organization: You can manage multiple priorities and keep things moving.

APPLY TODAY!