Data And Financial Operations Analyst

Summary

Join Pavago as a Data & Financial Operations Analyst and contribute to streamlining client operations by transforming unstructured data into actionable insights. This remote, full-time position involves maintaining accurate job cost data, optimizing labor efficiency, and providing data-driven recommendations. You will be responsible for daily workflow management, reporting and analysis, administrative support, and operational efficiency support, primarily using Service Titan. The ideal candidate possesses strong analytical and communication skills, a proactive mindset, and experience with data management and relevant software. Basic plumbing knowledge is preferred.

Requirements

• Experience with Service Titan, Excel, Google Sheets/Workspace, Loom, Zoom, and Google Meet
• Skilled in maintaining material databases and matching components across sheets with varying terminology
• Ability to turn unstructured data into actionable insights and provide data-driven recommendations
• Ability to identify inefficiencies and suggest improvements to optimize performance and operational efficiency
• Excellent communication skills to summarize findings in a concise, actionable format for leadership and team members
• Able to manage multiple tasks simultaneously and prioritize effectively in a fast-paced environment
• A keen eye for accuracy in data entry, reporting, and ensuring job costs are correctly recorded
• Ability to identify issues within processes or data and provide solutions to improve workflow and outcomes
• Experience in automating and streamlining data-related processes to save time and increase accuracy

Responsibilities

• 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
• 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
• 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
• 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
• 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

Preferred Qualifications

• 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
• Basic Plumbing Knowledge