Project Operations Analyst (Billing/Operations) - Align Communications : Job Details

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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 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.

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 includes Workplace Technology and Data Center Solutions provide strategic consulting, design, project management, engineering, implementation and support. Our best-in-class Managed 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

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