Project Analyst
Position Overview
Align is seeking to hire a person join our operations team which manages ConnectWise, focusing on the billing and project/agreement setup aspects of the system. The successful candidate will be an enthusiastic and high-energy individual. This individual will aid in managing our Professional Services Automation System (PSA) ConnectWise, collaborate on purchasing tasks and provide support for our monthly billing procedures.
- This position will report to the Operations Manager
- The hybrid position will be based out of our New York City Office 3 days per week but will be able to work remotely 2 days a week.
- This is a full-time position offering full benefits, a salary in the $55K to $70K range, and paid training.
Responsibilities
- Be part of a team of ConnectWise Professional Services Automation (PSA) systems administrators primarily focusing on billing and project/agreement setup, while helping with purchasing tasks as required
- Assist in conducting end-of-month billing processes
- Ensure sales tax is accurate within the billing systems
- Manage sales / use tax resale certificates
- Maintain and update relevant ConnectWise settings
- Coordinate special projects with a focus on processes and related business operations systems integration and automation
- Prepare ad hoc reports using ConnectWise and help collecting, analyzing, and presenting data as appropriate
- Attend internal and external meetings as required and provide data required for executives to make well informed decisions
- Additional responsibilities consistent with this role may be required
Qualifications
- BA/BS Degree is preferred
- 1-4 years of relevant experience in finance or operations
- Any ConnectWise/PSA, Billing, Accounts Receivable experience is a plus
- Excellent written and verbal communication skills
- Highly ambitious with a desire to be a top industry professional
- Ability to multi-task, prioritize and stay organized in a fast-paced environment
- Superior multi-tasking and organizational skills, must have the ability to manage multiple priorities and deliverables
- Strong collaboration and rapport building abilities
- Solid MS Office experience including Power Point and the ability to create attractive and engaging presentations
- Excellent work ethic and customer focus
- Initiative and follow through are key characteristics
- Any prior accounting experience (Billing / Accounts Receivable/ Accounts Payable) is a plus
- Strong time-management and follow-up skills are necessary
For more details, visit www.align.com.