Operations Finance Specialist (#2268)

We’re looking for a highly systems-minded Operations Finance Specialist to work directly with the leadership team to improve how our business operates.

This role is perfect for someone who enjoys solving operational problems with data, building better processes, and turning insights into action. This role is a Doer and not someone that just crunches numbers.

You’ll help design systems that support multiple operating businesses, manage complex financial and operational data, and identify opportunities and execute them to make the business more efficient and profitable.

If you enjoy working fast, building and improving structure, as well as using data to drive decisions, you’ll thrive here.

KEY RESPONSIBILITIES

Operational Finance & Data

• Review operational and financial data to identify trends, risks, and opportunities.

• Translate complex data into clear insights and actionable recommendations.

• Partner with leadership to improve decision-making through better reporting and forecasting.

Inventory & Procurement Systems

• Develop and implement systems to track equipment, materials, and surplus inventory.

• Identify opportunities to reduce costs and improve purchasing through better vendor and supply chain management.

• Build processes to track excess materials and broker unused inventory across locations.

Pricing Strategy & ServiceTitan Price Book

• Manage and maintain the company’s ServiceTitan price book.

• Adjust pricing based on supply chain changes, vendor price fluctuations, and market demand.

• Research ways to integrate supplier pricing updates and price index data into internal systems.

Licensing & Regulatory Compliance Research

• Research and track licensing requirements across multiple states for plumbing and contractor operations.

• Build a centralized system that ensures each business entity maintains proper licensing coverage.

• Analyze regulatory requirements such as:

• Master plumber licensing rules

• Contractor licensing requirements

• Employment or ownership requirements for license holders

• Develop scalable strategies for managing licenses across multiple states.

Process Improvement & Special Projects

• Work directly with leadership to identify operational inefficiencies.

• Build new systems and workflows where none currently exist.

• Lead projects that improve cost structure, compliance, and operational scalability.

QUALIFICATIONS

Required

• Bachelor's degree in Finance, Economics, Engineering or related field.

• Strong project management skills

• Strong analytical and problem-solving skills

• Advanced Excel / Google Sheets skills

• Ability to work with large datasets

• Interest in operational finance and systems design

• Strong research ability

• Comfortable working in fast-moving environments

Preferred

• SQL or data tools

• ERP systems

• ServiceTitan CRM experience

• Process automation or AI tools

KEY TRAITS

• Are highly curious and self-directed

• Like solving complex operational problems

• Are comfortable working closely with leadership in a fast-moving environment

• Prefer building systems instead of maintaining old ones

• Aren’t afraid to roll up your sleeves and dig into the details