Data and Financial Operations Analyst

December 12

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Pavago

WebsiteLinkedInAll Job Openings

2 - 10 employees

🎯 Recruitment

🤝 B2B

👥 HR Tech

Description

• Daily Workflow Management: Organize and batch incoming data related to jobs, technician schedules, and completed tasks to ensure smooth operations. Maintain accurate daily job cost reports, cross-check for discrepancies, and flag any issues for further review to ensure data integrity and timely delivery. • Reporting & Analysis: Identify and report on critical job metrics such as $0 jobs, jobs below margin thresholds, and high-value jobs. Monitor unused labor by technician, suggest optimization opportunities, and perform performance analysis to track key metrics like GM by technician. Provide weekly trend reports, including data on lead sources, booking rates, and average order value (AOV) by technician. • Administrative Support: Take ownership of repetitive tasks such as data entry, report generation, and communication with team members. Automate and streamline processes where possible to enhance efficiency. Create and send daily/weekly reports summarizing performance metrics and progress to leadership, while also alerting team members about issues like low-margin jobs and updating job cost data in Service Titan. • Operational Efficiency Support: Track and monitor outliers in job performance, including low-margin jobs and missed upsell opportunities, to optimize operations. Analyze labor efficiency and provide actionable suggestions for improvement. Ensure that all relevant data is updated, accessible, and aligned with business objectives, collaborating with the team to improve data collection and decision-making processes. • Service Titan Management: Manage and update job cost entries in Service Titan, ensuring all data is accurate and current. Utilize Service Titan to track technician performance, identify inefficiencies, and update job-related data, including labor and material costs, for reporting purposes. • Industry Knowledge in Plumbing (Preferred): Leverage basic plumbing knowledge to accurately interpret job metrics, understand material usage, and ensure accurate cost reporting. This industry expertise will be critical in assessing job performance, identifying inefficiencies, and making data-driven recommendations specific to plumbing tasks.

Requirements

• Technical Proficiency: Experience with Service Titan, Excel, Google Sheets/Workspace, Loom, Zoom, and Google Meet. • Data Management Expertise: Skilled in maintaining material databases and matching components across sheets with varying terminology. • Basic Plumbing Knowledge (Preferred): Helps with interpreting job metrics and understanding material usage. • Repetitive Task Management: Experience in automating and streamlining data-related processes to save time and increase accuracy.