Data & Financial Operations Analyst

Job Title: Data & Financial Operations Analyst
Position Type: Full-Time, Remote
Working Hours: CST

About Pavago:
Pavago is seeking a Data & Financial Operations Analyst to support and streamline our client’s daily operations by transforming unstructured data into actionable reports and insights. This role will focus on maintaining accurate job cost data, optimizing labor efficiency, and providing data-driven recommendations to improve performance and operational efficiency. The ideal candidate will be skilled in data analysis, reporting, and automation, and will play a key role in supporting our leadership team with valuable insights.

Responsibilities:

• Daily Workflow Management: 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.
• Reporting & Analysis: 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.
• Administrative Support: 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.
• Operational Efficiency Support: 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.
• Service Titan Management: 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.
• Industry Knowledge in Plumbing (Preferred): 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.

What Makes You a Perfect Fit:

• Strong Analytical Skills: Ability to turn unstructured data into actionable insights and provide data-driven recommendations.
• Proactive Mindset: Ability to identify inefficiencies and suggest improvements to optimize performance and operational efficiency.
• Effective Communication: Excellent communication skills to summarize findings in a concise, actionable format for leadership and team members.
• Multi-tasking and Time Management: Able to manage multiple tasks simultaneously and prioritize effectively in a fast-paced environment.
• Attention to Detail: A keen eye for accuracy in data entry, reporting, and ensuring job costs are correctly recorded.
• Problem-Solving: Ability to identify issues within processes or data and provide solutions to improve workflow and outcomes.

Required Experience & Skills:

• Technical Proficiency: Experience with Service Titan, Excel, Google Sheets/Workspace, Loom, Zoom, and Google Meet.
• Data Management Expertise: Skilled in maintaining material databases and matching components across sheets with varying terminology.
• Basic Plumbing Knowledge (Preferred): Helps with interpreting job metrics and understanding material usage.
• Repetitive Task Management: Experience in automating and streamlining data-related processes to save time and increase accuracy.

What Does a Typical Day Look Like?
Your day will begin with batching data from Service Titan to QBO and updating daily job costs. You'll track and analyze technician performance, flagging low-margin jobs and identifying optimization opportunities. Throughout the day, you'll work on generating and distributing reports to the team, ensuring the leadership is updated on job costs, GM, and performance metrics. Additionally, you'll handle tasks like updating data in Service Titan and identifying trends in key metrics, all while collaborating with other team members to drive operational improvements.