Project Operations Analyst (Billing/Operations)

Position Overview

We are seeking a proactive and detail-oriented Project Operations Analyst to take ownership of our Professional Services Automation (PSA) system, ConnectWise, with a focus on billing accuracy, project/agreement setup, and operational efficiency. This role requires an analytical and solutions-driven professional who thrives in a fast-paced environment and is eager to drive improvements across finance and operations workflows.

The Project Operations Analyst will serve as a key liaison between Operations, Finance, and Project Management, ensuring data integrity, accurate billing cycles, and streamlined business processes. The ideal candidate will bring 2-5 years of experience in finance, operations, or PSA systems administration, and will be highly motivated to develop into a subject matter expert and trusted advisor to leadership. This role requires hands-on billing experience. We kindly ask that only candidates who meet this requirement apply.

• 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 $65K to $72K range, and paid training.

Key Responsibilities

• Own and administer the billing and project/agreement setup functions within ConnectWise PSA.
• Lead the monthly billing cycle, ensuring accuracy of invoices, tax calculations, and compliance with client agreements.
• Verify and reconcile data between ConnectWise and Sage Intacct to ensure financial accuracy and consistency.
• Maintain and manage sales/use tax resale certificates and ensure proper tax application within ConnectWise.
• Partner cross-functionally with Finance, Sales, and Project Managers to optimize billing accuracy and operational efficiency.
• Develop and maintain standardized reporting packages and executive dashboards to support decision-making.
• Identify, recommend, and implement process improvements and automation opportunities across PSA and financial workflows.
• Support purchasing operations, ensuring vendor and project requirements are aligned with internal controls.
• Act as a ConnectWise subject matter expert (SME), staying current with new features and best practices.
• Provide training and guidance to colleagues on ConnectWise and financial process workflows as needed.

Required Qualifications

• Bachelor's degree in Business, Finance, Operations, or related field (or equivalent experience).
• 2-5 years of relevant professional experience in finance, operations, project administration, or billing.
• Experience verifying and reconciling financial data across multiple systems (e.g., ConnectWise, Sage Intacct).
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication with the ability to present data and insights clearly.
• Proficiency with MS Office, especially Excel (formulas, pivot tables, data analysis) and PowerPoint.
• High attention to detail, with proven ability to manage multiple priorities in a fast-paced environment.
• Demonstrated initiative, follow-through, and customer focus.

Preferred Qualifications

• Prior experience with ConnectWise PSA and/or Sage Intacct.
• Experience with billing, accounts receivable, or project finance in a corporate environment.
• Familiarity with process automation and reporting/dashboard tools.
• Experience supporting or leading cross-functional operations or finance projects.
• Ability to train and mentor colleagues on system processes.

PM25

Tier2

For more details, visit www.align.com.

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