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Project Billing and Financial Operations Analyst

Role overview

Qualifications

  • A few years of experience in project billing, invoicing, finance operations, or similar role
  • Familiarity with ERP systems and expense management processes
  • Strong Microsoft Office skills, especially Excel
  • Excellent attention to detail and communication skills

Responsibilities

  • Set up and maintain service projects in the company's ERP system
  • Review invoice support documentation and prepare invoices for customer submission
  • Monitor expenses charged to service projects to ensure proper coding
  • Research and resolve billing discrepancies with project managers and finance teams

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Organizational Skills
  • Detail Oriented
  • Communication
  • Customer Service
  • Adaptability
  • Collaboration

About the company

Connection logo

Connection

IT Services & IT Consulting

As a Global IT Solutions Provider, we connect people with technology that enhances growth, elevates productivity, and empowers innovation. Founded in 1982, Connection delivers valuable IT services and advanced technology solutions to business, government, healthcare, and education markets. Today, we serve our customers through our staff of highly trained Account Managers, our team of on-staff experts, and our efficient procurement websites. Additionally, we deliver global procurement solutions through our network of 500 suppliers in 174 countries. Twice recognized by Forbes as one of “America’s Most Trustworthy Companies,” our goal is to provide customers with the expert guidance, state-of-the-art tools, and exceptional service to solve their technology challenges. Throughout our community, we strive to inspire success and increase the value of IT investments. Our Values Respect: We are united by one common vision. We work together to create a winning culture built upon mutual trust and respect. Excellence: We focus on activities that drive results. We lead by example. We work to achieve excellence in all aspects of our business. We are always looking for better ways to serve our customers. Teamwork: We win together—all success is mutual. We are accountable to our customers, employees, and shareholders. We work as a team to effectively collaborate, and drive innovation. Integrity: We are honest and direct in all of our dealings. Honor above all else!

Company details

Company typeLarge
IndustryIT Services & IT Consulting
Company size1001 - 5000

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Job description

Overview:

What We Do

We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That’s what we do. We’re the IT Department’s IT Department.

Who We Are

Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It’s what makes Connection unique—what drives us to innovate and create technology solutions that stand apart from the crowd. We’d love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others.

Why You Should Join Us

You’ll find supportive teammates and a rewarding career at Connection—plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family.  Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive.  We value the importance of our employees’ emotional wellbeing. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You’ll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days. 

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Because of the possibility for fraudulent job postings on many popular job boards, please be advised that Connection will never offer a position of employment without a complete interview process, communication with a live person, and a signed offer letter.

Responsibilities:

Are you a detail-oriented finance or billing professional who enjoys bringing structure, accuracy, and follow-through to project work? We are looking for a Project Billing and Financial Operations Analyst to support service-related projects through accurate project setup, customer invoicing, expense monitoring, and financial operations support. This is a great opportunity for someone with a few years of experience in billing, invoicing, project accounting, finance operations, or ERP-based project administration who is ready to grow in a collaborative, process-focused environment.

In this role, you will help ensure service projects are set up correctly, invoices are accurate and timely, expenses are properly reviewed, and records are maintained to support reporting, audit readiness, and internal controls. You will partner with project managers, operations teams, and finance to resolve questions, improve processes, and keep projects moving efficiently.

Where applicable, this position supports departmental processes in compliance with applicable Sarbanes-Oxley controls.

What You’ll Do

  • Set up and maintain service projects in the company’s ERP system, ensuring project structures, customer information, billing terms, and coding are accurate and complete.
  • Review invoice support documentation, validate billing details against contract terms or supporting records, and prepare accurate invoices for timely customer submission.
  • Monitor expenses charged to service projects to ensure costs are properly coded, supported, and aligned with project budgets, contract requirements, and company policies.
  • Research and resolve billing discrepancies, expense questions, and project setup issues in partnership with project managers, operations teams, and finance.
  • Maintain organized billing and project records, including invoice support, project setup documentation, and expense detail, to support audit readiness and reporting needs.
  • Assist with process improvements that strengthen billing accuracy, reduce delays, and improve the efficiency of project billing and expense management activities.
  • Support additional projects and responsibilities as business needs evolve.
Min: USD $25.72/Hr. Max: USD $32.60/Hr. Qualifications:

The ideal candidate brings a strong attention to detail, a customer-service mindset, and a few years of hands-on experience supporting billing, invoicing, project accounting, finance operations, or project administration. An associate degree or an equivalent combination of education and relevant work experience is required.

Skills and Experience That Will Help You Succeed

  • A few years of experience in project billing, invoicing, project accounting, finance operations, or a similar role.
  • Familiarity with ERP systems, expense management processes, customer billing, or project-based financial workflows.
  • Strong Microsoft Office skills, especially Excel, with the ability to work accurately with data, spreadsheets, documents, and reports.
  • Strong organizational skills with the ability to document activity, manage priorities, monitor deadlines, and follow through on details.
  • Excellent attention to detail and proofreading ability, with a commitment to accuracy and complete documentation.
  • Clear and professional written and verbal communication skills.
  • Ability to listen carefully, ask good questions, and understand the needs of internal partners and customers.
  • Adaptability and comfort shifting priorities in a fast-paced operational environment.
  • Collaborative interpersonal skills with the ability to work effectively with project managers, finance partners, operations teams, and colleagues across the organization.
  • Interest in identifying process improvements that reduce delays, improve accuracy, and create a better experience for internal teams and customers.

Preferred Qualifications

  • Experience working with project-based billing, customer contracts, invoice support documentation, or project expense tracking.
  • Exposure to process improvement, requirements gathering, or updating operational procedures is a plus.

If you enjoy working with numbers, systems, documentation, and cross-functional partners—and you are looking for a role where accuracy, ownership, and continuous improvement truly matter—we would like to hear from you.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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