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Financial Systems & Operations Analyst

Logan A/C & Heat Services
Posted 2 months ago, valid for 20 hours
Location

Dayton, OH 45412, US

Salary

$60,000 per year

Contract type

Full Time

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Sonic Summary

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  • The Financial Systems & Operations Analyst position is a full-time role located in Vandalia, OH, reporting to the Director of Finance & Controller.
  • Candidates should have a background in accounting operations, corporate purchasing, or inventory workflows, with a preference for experience in ERP and CRM systems, particularly Sage Intacct and ServiceTitan.
  • The role involves aligning workflows between various teams, auditing transactions, developing standard operating procedures, and ensuring compliance in day-to-day operations.
  • The ideal candidate should possess advanced proficiency in Microsoft Excel, a strong work ethic, and a proven ability to manage operational change.
  • The salary for this position is competitive, and applicants are expected to have at least 3 years of relevant experience.

Reports To: Director of Finance & Controller

FLSA Status: Full Time, Exempt

Location: 1200 Industrial Park Drive Vandalia OH 45377

About the Role

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 Specialist 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.



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