Project Analyst

Project Analyst

Requirements

• 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

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

Preferred Qualifications

• Any ConnectWise/PSA, Billing, Accounts Receivable experience is a plus
• Any prior accounting experience (Billing / Accounts Receivable/ Accounts Payable) is a plus