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.