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We are looking for a Transactional Auditor to serve as the guardian of our data integrity. In this role, you will analyze the flow of data between our field operations and our financial systems to ensure total consistency. You will use data analytics to compare datasets, validate that service records match final reporting, and identify where information is getting lost or corrupted. You will trace the root causes of data errors and help design better processes to ensure our records remain accurate and complete.
Key Responsibilities
1. Work Order Auditing
Review Work Orders: Regularly check completed jobs to verify that labor hours, travel time, and parts usage are accurate.
Verify Documentation: Ensure every job has the required proof of work, including technician signatures, customer sign-offs, site photos, and completed safety checklists.
Identify Errors: Spot check for unusual patterns, such as repair times that are too long, excessive parts usage, or safety checks completed suspiciously fast.
Monitor Open Jobs: Track and resolve older, open work orders that are preventing us from closing out jobs and recognizing revenue.
2. Billing & Revenue Accuracy
Reconcile Invoices: Compare the work performed against the customer contract to ensure pricing, discounts, and service terms are applied correctly before billing.
Prevent Revenue Loss: Identify billable tasks or parts that were recorded in the field but missed in the final invoice due to system errors.
Resolve Disputes: Investigate customer billing complaints by reviewing GPS logs, system history, and audit trails to validate the work performed.
Catch Duplicates: Run checks to prevent double-billing for the same job or duplicate payments to vendors.
3. Data Integrity & Controls
Maintain Data Accuracy: Periodically audit our main system databases (customer lists, price sheets) to remove outdated codes and ensure contract dates are current.
Test System Rules: Work with IT to ensure our software correctly enforces rules, such as mandatory data fields and approval workflows.
Monitor Permissions: Review user access to ensure that the people creating work orders cannot also approve credits or write off debt without oversight.
4. Reporting & Improvement
Track Performance: Create monthly reports showing error rates by technician, region, and service type.
Fix Root Causes: Analyze why errors happen and recommend training or software changes to stop them from happening again.
Job Qualifications
Job ID: 135575487