Financial Systems & Operations Analyst

Reposted 10 Days Ago
Dayton, OH, USA
In-Office
60K-60K Annually
Entry level
Other
The Role
Support accounting, purchasing, inventory, and logistics by aligning workflows across Sage Intacct, ServiceTitan, and inventory systems. Audit transactions, verify POs/receiving/invoices, implement SOPs, coach teams on process compliance, and process accounts payable with accurate GL coding and vendor reconciliation.
Summary Generated by Built In

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.

    Skills Required

    • Systems thinker with initiative and strong work ethic
    • Advanced proficiency with Microsoft Excel
    • Strong overall computer and software aptitude
    • Hands-on experience with Sage Intacct and/or ServiceTitan
    • Experience with ERP, CRM, or inventory management systems
    • Background in accounting operations, corporate purchasing, AP, inventory workflows, or process coordination
    • Bachelor's Degree in Accounting, Finance, Business, or equivalent professional experience
    • Highly detail-oriented, analytical, adaptable, and committed to confidentiality
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    The Company
    250 Employees

    What We Do

    Logan Services A/C, Heat & Plumbing is a family-owned business providing comprehensive HVAC and plumbing services to homeowners in Dayton, Columbus, Cincinnati, and Northern Kentucky. Their offerings include air conditioning, heating, water heater services, and sewer and drain solutions, all backed by fast, friendly service and same-day estimates. With a commitment to quality and customer satisfaction, they service all brands and provide emergency services as needed. Established in 1969, Logan Services prides itself on its experienced technicians and dedication to improving indoor air quality for residential clients.

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