Talent.com
Project Operations Analyst (Billing / Operations)

Project Operations Analyst (Billing / Operations)

Align CommunicationsNew York City, NY, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Join the Team!

Is technology your passion? Do you want to work with smart, forward-thinking individuals? Do you want to grow in career you love?

At Align, our professionals are the key to our success. We dont just hire talent, we invest in exceptional people who are forward-thinking, results-driven, and passionate about what they do. Were a group of tech-savvy professionals who are motivated by making an impact. Our culture is one of unbounded opportunity that celebrates the passions, skills and ideas of our teamwork hard, play hard, be smart!

We believe great communities lead to great companies. Thats why we offer a dynamic workplace where you feel inspired, engaged and innovative. We offer professionals opportunities to train in the leading technologies, make an impact within the industry and acquire valuable new skills whether on client sites or in one of our regional offices.

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, visitwww.align.com.

    Align is a premier global provider of technology infrastructure solutions.

    Align specializes in designing and deploying technology infrastructure solutions from the data center to the desktop as well as providing managed IT services for clients.

    Our professional services team, which includesWorkplace TechnologyandData Center Solutionsprovide strategic consulting, design, project management, engineering, implementation and support. Our best-in-classManaged Services team provides IT services and cybersecurity advisory for clients within the Alternative Investment industry. Align is a Microsoft Tier 1 Cloud Solutions Provider (CSP) and Gold Partner.

    Our client centric approach and passion for driving IT innovation has enabled us to provide tailored solutions and business transformations for over three decades. Leading firms have relied on Align to provide forward-thinking technology strategies that support their current and future business needs.

    Our teams have flawless track records of delivering technical solutions and have established long-standing relationships with an impressive client list of both Global 1000 and SMB clients. We work across a diverse list of industries including financial services, life sciences (pharmaceutical and health care), retail, technology, media and telecommunications.

    For more information, visit : www.align.com

    PI47cae41f5931-29952-38633870

    Required

    Preferred

    Job Industries

  • Other
  • serp_jobs.job_alerts.create_a_job

    Project Analyst • New York City, NY, United States

    Job_description.internal_linking.related_jobs
    Epic Professional Billing Analyst

    Epic Professional Billing Analyst

    Fortis HayesNew York, New York, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Job Description : Epic Professional Billing Analyst.Education Level : Bachelors Degree.Job Function : Information Technology / Healthcare Revenue Cycle. Industry : Healthcare Software & Systems.Loca...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Supervisor Trainee - Fulfillment Center Operations

    Supervisor Trainee - Fulfillment Center Operations

    Weee! IncClifton, NJ, US
    serp_jobs.job_card.temporary
    Weee! is the largest and fastest-growing ethnic e-grocer in the United States, operating in one of the largest underserved categories in retail with affordable access to exciting ethnic food.By par...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Allocation Analyst

    Allocation Analyst

    Mixology Clothing CompanyLynbrook, NY, US
    serp_jobs.job_card.full_time
    Mixology Clothing Company is a family-owned boutique chain specializing in blending high-end designer pieces with lower-priced clothing. We have 15 retail locations in New York, New Jersey, and Flor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Customer Service Operations Associate

    Customer Service Operations Associate

    Wolters KluwerWhite Plains, NY, US
    serp_jobs.job_card.full_time
    Customer Service Operations Associate (CSOA) Filing Manager.The Customer Service Operations Associate (CSOA) Filing Manager is a key member of the Account Services Department within CT Corporatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Billing Analyst

    Billing Analyst

    Cravath, Swaine & MooreNew York, NY, US
    serp_jobs.job_card.full_time
    The Billing Analyst works closely with the Billing Team, clients, attorneys, and their secretaries in the preparation of client billing, and is responsible for primary billing relationships with bi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Billing Analyst

    Billing Analyst

    AmpcusWhite Plains, NY, US
    serp_jobs.job_card.full_time
    Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented team.Job Title : Billing Analyst Location(s) : White Plains, NY Project Overview Bill...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Data Analyst

    Data Analyst

    Redefine Management, LLCMatawan, NJ, US
    serp_jobs.job_card.full_time
    With our dedicated team of Neurosurgeons, Interventional Pain Management Specialists, Orthopedists, Psychiatrists, Physical Therapists, and Chiropractors, we pride ourselves on specializing in cont...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Project Manager

    Project Manager

    Robert HalfNeptune City, NJ, US
    serp_jobs.job_card.temporary
    We are looking for a skilled Project Manager to lead the creation and operational setup of a new business entity.This long-term contract position is based in Neptune, New Jersey, and involves manag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Billing Manager

    Billing Manager

    SpineSearch LLCNassau County, NY, US
    serp_jobs.job_card.full_time
    SpineSearch is seeking an experienced Medical Billing Manager to join a large, well-established multi-specialty orthopedic practice and lead our in-house billing department.This is a great opportun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Bridge Project Manager

    Bridge Project Manager

    French & ParrelloWall Township, NJ, US
    serp_jobs.job_card.full_time
    At FPA, we are looking for talented and driven professionals to join our commitment to pushing the boundaries of what is possible and providing cutting-edge solutions that make a difference in peop...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Field Operations ManagerStamford, CT

    Field Operations ManagerStamford, CT

    ViaStamford, CT, US
    serp_jobs.job_card.full_time
    Via is using technology to transform transportation around the world.From changing a single person's daily commute to reducing humanity's collective environmental footprint we've got huge goals.Vi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    e-Billing AdministratorWhite Plains, New York

    e-Billing AdministratorWhite Plains, New York

    wilsonelserWhite Plains, NY, US
    serp_jobs.job_card.full_time
    Wilson Elser is a leading defense litigation law firm with more than 1,250 attorneys in 43 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by Th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Billing Analyst

    Billing Analyst

    Apex Fintech SolutionsNew York, NY, US
    serp_jobs.job_card.full_time
    Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Solutions Analyst 4

    Business Solutions Analyst 4

    Pyramid Consulting, IncSomerset, NJ, US
    serp_jobs.job_card.temporary
    Please review the job description below and contact me ASAP if you are interested.Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and pai...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Billing Analyst

    Billing Analyst

    Allied Staff Augmentation PartnersWhite Plains, New York, United States
    serp_jobs.job_card.temporary
    serp_jobs.filters_job_card.quick_apply
    Candidates must be local to the Tri-State area (NY, NJ, CT).We are seeking a detail-oriented Billing Analyst to support our client's project billing operations. The successful candidate will be resp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr Decision Support Analyst

    Sr Decision Support Analyst

    RWJBarnabas Health Corporate ServicesOceanport, NJ, United States
    serp_jobs.job_card.full_time
    Job Title : Sr Decision Support Analyst Location : Barnabas Health Corp Department : Financial Data and Reporting Req : 0000201567 Status : Full-Time Shift : Day Pay Range : $75,597.Pay Transparency : The ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Billing Analyst (Utilities)

    Billing Analyst (Utilities)

    Metergy SolutionsNew York, NY, US
    serp_jobs.job_card.full_time
    This position is responsible for participating in the completion of tasks required to meet key success indicators and objectives within the Billing department. The Billing department is primarily re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Network Operations Center Analyst (Clifton)

    Network Operations Center Analyst (Clifton)

    Insight GlobalClifton, NJ, US
    serp_jobs.job_card.part_time +1
    Job Title : Command Center Analyst.Length : 6 month contract with extensions.The Command Center Analyst is responsible for the day-to-day monitoring of network and Infrastructure operations.Provide c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days