Port Saint Lucie, FL · On-site
$80K/yr
Maintain accurate systems and records: keep QuickBooks, Workiz CRM, customer/job information, and company documentation organized and current while coordinating with our third-party accounting ...
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Port Saint Lucie, FL · On-site
$80K/yr
Maintain accurate systems and records: keep QuickBooks, Workiz CRM, customer/job information, and company documentation organized and current while coordinating with our third-party accounting ...
... we use Workiz), and Microsoft Office. · Valid driver's license with a *clean driving record. Key Responsibilities: · Identify and develop new business opportunities. · Work in the office ...
Quick apply
... we use Workiz), and Microsoft Office. · Valid driver's license with a *clean driving record. Key Responsibilities: · Identify and develop new business opportunities. · Work in the office ...
... Workiz/CRM experience, or previous team leadership experience are strong advantages
... Workiz/CRM experience, or previous team leadership experience are strong advantages
| Aspect | Workiz |
|---|---|
| Primary Role | Business management software for service businesses |
| Work Environment | Office-based, with field operations management |
| Credentials | No specific certifications required; knowledge of service industry |
| Usage | Used by service providers to schedule, invoice, and manage jobs |
Workiz is a software platform designed to help service businesses manage scheduling, invoicing, and customer communication. In contrast, a Field Service Technician performs hands-on repair or installation work in the field. While Workiz supports technicians in their administrative tasks, the technician role involves direct service delivery. Both are integral to service industries, but they serve different functions—one as a management tool, the other as a frontline worker.
For Workiz jobs in Florida, the most frequently searched job titles are:
The top searched job categories for Workiz jobs in Florida are:
Port Saint Lucie, FL • On-site
$80K/yr
Full-time
Posted 24 days ago
Own the financial workflow including ticket processing, invoicing, accounts receivable, accounts payable, and transaction monitoring.
Manage administrative communication with customers, vendors, drivers, and owner-operators regarding tickets, invoices, payments, and documentation.
Create and improve processes, controls, reporting, KPIs, and documentation to support the scaling of the Finance & Administration function.
JWG Trucking is looking for a high-ownership Finance & Administration Manager to take leadership of the financial and administrative side of our growing aggregate logistics company.
This is not simply a bookkeeping position. We are looking for someone who can own the function today and help build the department for tomorrow.
You will take responsibility for the financial and administrative workflow of JWG Trucking, including ticket processing, invoicing, accounts receivable, accounts payable, transaction monitoring, CRM accuracy, financial reporting, and administrative communication with customers and drivers.
Initially, this will be a hands-on role. You will personally own many of the day-to-day responsibilities while improving the systems, controls, reporting, and processes behind them. As JWG grows, you will have the opportunity to help build the Finance & Administration department and eventually lead that team if you demonstrate the capability.
The right person is highly organized, financially capable, proactive, and naturally takes ownership. You should be able to identify problems before they become bigger problems, create order where needed, and give leadership clear visibility into the financial and administrative health of the business.
If you are looking for an opportunity to build, own, and grow a function within a growing company, this could be an excellent fit.
Compensation:$70,000 - $80,000 yearly
Own the ticket-to-cash process: oversee ticket processing and verification, accurate and timely invoicing, accounts receivable, and collections
Own accounts payable: manage bill entry, approvals, vendor payments, and monitor bank and credit card activity for accuracy and discrepancies
Maintain accurate systems and records: keep QuickBooks, Workiz CRM, customer/job information, and company documentation organized and current while coordinating with our third-party accounting resources
Own financial visibility: track and report key information including A/R aging, payables, cash requirements, billing status, discrepancies, and other meaningful financial insights
Manage administrative communication: communicate professionally and proactively with customers, vendors, drivers, and owner-operators regarding tickets, invoices, payments, and documentation
Build and improve the function: create better processes, controls, reporting, KPIs, and documentation that allow Finance & Administration to scale, with the opportunity to help build and eventually lead the department as the company grows
4+ years of experience in finance, accounting, bookkeeping, administration, office management, or a related role
Strong QuickBooks knowledge with hands-on experience managing A/R, A/P, invoicing, and financial transactions
Strong financial understanding with the ability to interpret business information, identify discrepancies, and provide useful insights to leadership
Exceptional organization, accuracy, follow-through, and ability to manage multiple priorities with minimal oversight
High-ownership, proactive problem-solver who identifies issues, brings solutions, and continuously looks for ways to improve systems and processes
Strong communication and technology skills; construction, trucking, logistics, Workiz/CRM experience, or previous team leadership experience are strong advantages
JWG Trucking is a growing aggregate logistics company based in Port St. Lucie, serving contractors throughout Florida’s Treasure Coast and Palm Beaches.
Our Purpose: We exist to set a higher standard for the aggregate logistics industry.
Our Mission: Be the easiest company in Florida to build with.
Our Vision: Become Florida’s most valuable aggregate logistics partner.
We believe accomplishing that requires more than simply providing trucks. We take ownership of clients’ hauling needs and are building a company known for professionalism, reliability, innovation, and execution.
Our values are Integrity, Innovation, Self-Analysis, Accountability, and Excellence.
Integrity first. Excellence always.
We’re looking for people who want to take ownership, build something meaningful, grow with the company, and help us set a higher standard for the industry.