Regional Field Services Analyst

Regional Field Services Analyst Salary Range: $90,000.00 To $100,000.00 Annually Key Responsibilities Directly generate and process invoices in ERP/CRM systems on a daily basis Review and audit completed work orders ("debriefs") to ensure accuracy and completeness prior to billing Verify that all billable components are captured, including: Labor hours and rates Materials and parts used Trip charges, equipment, and subcontractor costs Enforce proper work order documentation from field teams before invoices are released Resolve discrepancies in real-time with technicians, dispatch, and Operations Leaders Ensure invoices are accurate, complete, and aligned with contract terms before customer delivery Revenue Cycle Ownership Own the full revenue cycle from job completion through invoicing and cash collection Ensure timely, accurate billing in alignment with contract terms, pricing structures, and change orders Monitor and improve billing cycle time, reducing delays and accelerating cash flow Partner with leadership to forecast collections and identify revenue risks Accounts Receivable & Collections Strategy Oversee AR aging and drive proactive collection efforts across the region Partner with customers to resolve billing disputes and ensure timely payment Identify trends in late payments, disputes, and deductions; implement corrective actions Reduce DSO (Days Sales Outstanding) and minimize bad debt exposure Financial Analysis & Business Partnership Analyze job-level profitability, labor utilization, and cost variances Provide actionable insights and recommendations to General Managers and the VP to improve margins and operational efficiency Support forecasting and budgeting processes with accurate revenue and cash flow data Provide visibility into contract performance and financial outcomes Field & Operational Alignment Act as the primary checkpoint between field execution and billing, ensuring work orders are fully and accurately debriefed Partner closely with GMs and Operations Leaders to correct missing or inaccurate labor, parts, and trip charges Validate labor, materials, and subcontractor costs prior to billing Ensure all billable items are captured and properly coded during job closeout Drive accountability in the field for billing readiness and documentation standards Prevent revenue leakage by ensuring no billable items are missed prior to invoicing Process Improvement & Systems Optimization Identify and implement improvements to streamline billing and AR workflows and reduce manual processes Optimize ERP/CRM system usage (e.g., Sage, Salesforce) to improve accuracy and efficiency Support standardization of best practices across regions Collaborate with Finance and IT on system enhancements and reporting automation Reporting & Performance Metrics Own and report on key performance indicators, including: AR aging and DSO Billing cycle time and backlog Invoice accuracy and rework rates Job profitability and margin trends Collection effectiveness Develop and maintain reporting tools to provide visibility to leadership Ensure compliance with contract terms, pricing structures, and internal controls Identify and mitigate revenue leakage, billing errors, and financial risks Support resolution of complex or high-value billing disputes Qualifications Required 5–8+ years of experience in billing, accounts receivable, finance, or service operations Strong understanding of revenue cycles in field service, construction, or project-based environments Proven experience personally executing high-volume billing/invoicing and reviewing work orders for accuracy Demonstrated experience improving processes and driving operational efficiency Advanced proficiency with ERP/CRM systems (e.g., Sage, Salesforce) Strong analytical, problem-solving, and communication skills Ability to influence cross-functional teams and work effectively with senior leadership Experience in commercial aquatics, construction, HVAC, or similar service industries Comfortable working in a hands-on, detail-oriented role with daily transactional responsibilities Preferred Experience supporting multi-location or regional operations Advanced Excel skills and/or experience with BI tools (Power BI, Tableau) #J-18808-Ljbffr Landmark Aquatic, LLC.