Regional Field Services Analyst

Key Responsibilities

• Directly generate and process invoices in ERP/CRM systems on a daily basis
• Review and audit completed work orders (“debriefs”) to ensure accuracy and completeness prior to billing
• Verify that all billable components are captured, including: Labor hours and rates, Materials and parts used, Trip charges, equipment, and subcontractor costs
• Enforce proper work order documentation from field teams before invoices are released
• Resolve discrepancies in real-time with technicians, dispatch, and Operations Leaders
• Ensure invoices are accurate, complete, and aligned with contract terms before customer delivery

Revenue Cycle Ownership

• Own the full revenue cycle from job completion through invoicing and cash collection
• Ensure timely, accurate billing in alignment with contract terms, pricing structures, and change orders
• Monitor and improve billing cycle time, reducing delays and accelerating cash flow
• Partner with leadership to forecast collections and identify revenue risks

Accounts Receivable & Collections Strategy

• Oversee AR aging and drive proactive collection efforts across the region
• Partner with customers to resolve billing disputes and ensure timely payment
• Identify trends in late payments, disputes, and deductions; implement corrective actions
• Reduce DSO (Days Sales Outstanding) and minimize bad debt exposure

Financial Analysis & Business Partnership

• Analyze job-level profitability, labor utilization, and cost variances
• Provide actionable insights and recommendations to General Managers and the VP to improve margins and operational efficiency
• Support forecasting and budgeting processes with accurate revenue and cash flow data
• Provide visibility into contract performance and financial outcomes

Field & Operational Alignment

• Act as the primary checkpoint between field execution and billing, ensuring work orders are fully and accurately debriefed
• Partner closely with GMs and Operations Leaders to correct missing or inaccurate labor, parts, and trip charges
• Validate labor, materials, and subcontractor costs prior to billing
• Ensure all billable items are captured and properly coded during job closeout
• Drive accountability in the field for billing readiness and documentation standards
• Prevent revenue leakage by ensuring no billable items are missed prior to invoicing

Process Improvement & Systems Optimization

• Identify and implement improvements to streamline billing and AR workflows and reduce manual processes
• Optimize ERP/CRM system usage (e.g., Sage, Salesforce) to improve accuracy and efficiency
• Support standardization of best practices across regions
• Collaborate with Finance and IT on system enhancements and reporting automation

Reporting & Performance Metrics

• Own and report on key performance indicators, including: AR aging and DSO, Billing cycle time and backlog, Invoice accuracy and rework rates, Job profitability and margin trends, Collection effectiveness
• Develop and maintain reporting tools to provide visibility to leadership
• Risk Management & Compliance
• Identify and mitigate revenue leakage, billing errors, and financial risks
• Support resolution of complex or high-value billing disputes