Financial Systems & Operations Analyst

Financial Systems & Operations Analyst

Are you a process-oriented professional who loves creating order out of chaos? Do you enjoy ensuring that financial numbers perfectly align with day-to-day business operations?

We are seeking a highly organized Financial Systems & Operations Analyst to join our team. In this cross-functional role, you will serve as the vital operational backbone supporting our accounting, purchasing, inventory, and logistics teams. You won't just be sitting behind a desk crunching numbers—you will actively bridge the gap between our financial controls and our physical supply chain, ensuring systems integration, workflow efficiency, and team accountability across the organization.

If you have a strong process-improvement mindset, a knack for technology, and a passion for operational excellence, this role offers an incredible opportunity to make a tangible impact on a fast-growing company.

Key Responsibilities

• Workflow Alignment & Support: Partner closely with Accounting, Logistics, and IT teams to align workflows and optimize the integration between Sage Intacct, ServiceTitan, and our inventory management software.
• Transaction & Inventory Audit: Review and verify purchase orders, receiving documentation, inventory transactions, and vendor invoices to identify and resolve data discrepancies across systems.
• Standard Operating Procedures: Help develop, streamline, and implement standardized purchasing, receiving, inventory, invoice procedures, and job costing to drive scalable organization-wide efficiency.
• Process Accountability & Coaching: Monitor day-to-day workflow compliance between logistics, purchasing, receiving, and accounting, providing constructive coaching and follow-up to ensure procedures are consistently met.
• Accounts Payable Support: Process vendor invoices accurately and timely with proper GL coding, manage vendor correspondence professionally, and reconcile vendor statements.

What We're Looking For

• The Mindset: A true "systems thinker" who takes initiative, possesses a strong work ethic, and has a proven track record of helping teams manage operational change.
• Experience: Background in accounting operations, corporate purchasing, AP, inventory workflows, or process coordination is preferred.
• Software Aptitude: Experience with ERP, CRM, or inventory management systems is preferred (highly targeting hands-on experience with Sage Intacct and/or ServiceTitan).
• Technical Skills: Advanced proficiency with Microsoft Excel and strong overall computer and software aptitude are required.
• Education: A Bachelor's Degree in Accounting, Finance, Business, or equivalent professional experience is preferred.
• Core Attributes: Highly detail-oriented, analytical, and adaptable to a fast-paced environment with a strict commitment to maintaining confidentiality.