Financial Operations Coordinator

NYC Glass & Window Repair is a fast-growing residential and commercial glass company serving New York City. We are looking for a highly organized and analytical Financial Operations Coordinator to support our accounting, CRM, operational reporting, and supplier management.

This is an operations-focused role requiring excellent attention to detail, strong Excel/Google Sheets skills, and the ability to transform business data into meaningful reports for management.

Responsibilities

Financial Reporting

• Prepare weekly and monthly Profit & Loss (P&L) reports.
• Track company revenue, expenses, and gross profit.
• Analyze job profitability.
• Prepare productivity and performance reports.
• Track labor costs and material costs by project.
• Prepare financial summaries for management.
• Assist with budgeting and forecasting.
• Maintain financial dashboards.

CRM Management

• Ensure all CRM records are complete and up to date.
• Verify all jobs contain accurate financial information.
• Track estimates, deposits, invoices, payments, and job completion.
• Audit CRM data for missing information.
• Prepare weekly CRM accuracy reports.
• Generate operational reports from the CRM.

Accounts Payable

• Record supplier invoices.
• Prepare supplier payment summaries.
• Reconcile vendor balances.
• Track outstanding supplier invoices.
• Verify material costs against purchase orders.
• Maintain vendor payment schedules.
• Assist with payment approvals.

Accounts Receivable

• Track customer payments.
• Monitor outstanding balances.
• Prepare aging reports.
• Follow up with the office regarding overdue invoices.
• Maintain payment records.

Productivity Reporting

Prepare weekly reports including:

• Revenue per technician
• Revenue per estimator
• Average job value
• Closing ratio
• Number of completed jobs
• Open estimates
• Open invoices
• Technician productivity
• Office productivity
• Sales performance
• Profitability by project

Google Sheets & Data Management

• Maintain company spreadsheets.
• Create management dashboards.
• Improve existing reporting systems.
• Build automated reports and formulas.
• Organize financial and operational data.
• Verify data accuracy across all systems.

Operational Support

• Assist management with business analysis.
• Identify trends affecting profitability.
• Recommend process improvements.
• Prepare reports for weekly management meetings.
• Maintain organized digital records.
• Assist with KPI tracking.

Qualifications

• Excellent written and spoken English.
• Strong knowledge of bookkeeping principles.
• Advanced Microsoft Excel and Google Sheets skills.
• Experience preparing Profit & Loss reports.
• Experience working with CRMs.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail.
• Ability to manage confidential financial information.
• Highly organized and dependable.
• Comfortable working independently.