Posted: 02/03/2026 Job Number: 41843

Job Description

Account Lead
Onsite

Summary:
We are looking for a responsible individual to lead logistics business management duties in billing system administration and financial activities, including auditing, reporting, and reconciliation.

The Business Management Staff will report to the team leader, supporting various reports related to P&L and main meetings of RHQ/HQ, overseeing and generating contracts for new business, and analyzing the branch’s general business condition.

Responsibilities:

Financial Planning & Analysis
- Analyze and compare actual financial results with plans and forecasts to assess financial status.
- Review accounting records for accuracy, completeness, and compliance with reporting and procedural standards.
- Prepare budgets and forecasts, including balance sheets and variance analysis.
- Communicate financial records, plans, and forecasts with SDS HQ & SDSA RHQ.
System Management & Reporting
- Manage and utilize the CELLO systems.
- Generate weekly, monthly, and annual reports for the leaderships.
- Conduct monthly audits and reporting on invoices and expenses.
Cost Management & Improvement
- Document and track operational fixed and variable costs to establish P&L performance and optimize profitability.
- Research and identify alternate vendors and cost-reduction opportunities.
- Collaborate with the innovation team to develop and implement productivity planning and tracking tools.
Procurement & Vendor Management
- Schedule and organize appointments with W/H maintenance vendors and office supply providers.
- Manage Cello vendor searches, PUMI, purchasing, and invoice uploads/reconciliation.
- Maintain pallet inventory and create purchase orders in advance to reduce waste and prevent accounting errors.
Additional Support
- Order office supplies and research new suppliers and deals.
- Submit and reconcile expense reports.
- Serve as the point of contact for visitors and external clients, providing general support.
- Act as a liaison with senior administrative assistants to handle senior management requests and queries.
- Involve in the process of New Business opportunity and generates contract, LBS and proposal

Qualifications & Requirements:

A Bachelor’s degree in finance, accounting, or business or equivalent experience is preferred.
1+ years of experience in business, finance and accounting field preferred
Proven experience in billing, purchasing, and administrative support.
Experience with billing systems and procedures is a plus.
Experience and/or knowledge of logistics operations is a plus.

Skills:

Strong written and verbal communication skills.
Proficiency in Microsoft Office (Excel, PowerPoint, Word).
Strong organizational and multitasking abilities.
Attention to detail and problem-solving skills.
Excellent time management and the ability to prioritize tasks.
Ability to summarize data and create precise documents.
Knowledge of office management systems and procedures.

Other:

Strong customer service skills and ability to work directly with clients.
Self-motivated, organized, and able to work under pressure in a fast-paced environment.
Strong work ethic and ability to ensure effective communication with stakeholders through timely and accurate reports and analyses.
Strong ability to articulate logical explanations during negotiations with clients.
Ability to travel up to 10% within the U.S.

Pay range is $20 - $25 per hour with full benefits available, including paid time off, medical/dental/vision/life insurance, 401K, parental leave, and more. Our compensation reflects the cost of labor across several US geographic markets. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience.

THE PROMISES WE MAKE:

At Crystal Equation, we empower people and advance technology initiatives by building trust. Your recruiter will prep you for the interview, obtain feedback, guide you through any necessary paperwork and provide everything you need for a successful start. We will serve to empower you along the way and provide the path for your professional journey.

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Meet Your Recruiter

Amanda Coronado

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