Business Financial Operations Analyst

About the role

We are seeking a highly organized and proactive Business Operations Manager to support a team of senior leaders, including Directors, GVPs, and SVPs, in managing financial operations, budget reporting, and business planning activities. This individual will serve as a central point of coordination across multiple leaders and organizations, ensuring financial information, supporting documentation, and reporting deliverables are accurate, complete, and delivered on time. The ideal candidate thrives in a fast-paced environment with competing priorities and numerous stakeholders.

Responsibilities

• Partner directly with Directors, GVPs, and SVPs to organize, manage, and maintain budget-related information across multiple business areas.
• Coordinate collection, validation, and consolidation of financial data, supporting documentation, budget inputs, invoices, purchase orders, and reporting requirements.
• Develop recurring budget reports, executive summaries, and financial updates tailored to individual leadership stakeholders.
• Track key financial milestones, deliverables, and deadlines, ensuring leadership teams provide required information on time.
• Establish and maintain structure around financial planning, reporting, and operational processes.
• Drive cross-functional coordination among stakeholders to resolve discrepancies, close reporting gaps, and maintain data accuracy.
• Translate detailed financial information into concise, executive-ready insights and recommendations.
• Identify opportunities to improve efficiency through process optimization and AI-enabled workflows.
• Leverage AI tools, including Claude and other generative AI platforms, to streamline reporting, documentation, analysis, and business operations workflows.
• Independently manage multiple competing priorities while maintaining a high level of accuracy and attention to detail.

Requirements

• 5+ years of experience in Business Operations, Financial Operations, Business Analysis, Program Management, or a related field.
• Experience supporting senior executives and managing deliverables across multiple stakeholders and organizations.
• Demonstrated experience coordinating budgets, financial planning activities, forecasting processes, or operational finance functions.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, reporting, and data analysis.
• Strong organizational, communication, and stakeholder management skills.
• Proven ability to drive actions to completion through follow-up, accountability, and cross-functional coordination.
• Experience developing executive-level reports, summaries, dashboards, and business updates.
• Ability to manage multiple priorities with minimal supervision.

Preferred Qualifications

• Experience supporting Director, VP, GVP, or SVP leadership teams.
• Experience with financial reporting, budget management, purchase orders, and invoice processes.
• Experience improving operational processes and implementing scalable business workflows.
• Hands-on experience using AI tools to improve productivity and business operations.
• Experience with Claude preferred; Kiro or similar AI platforms acceptable.

Benefits

• Medical, dental, vision, life, and disability insurance plans.
• Employee Stock Purchase Program (ESPP).
• 401K program with company match after 12 months of tenure.
• Health Savings Account (HSA) on the HDHP plan.
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program and access to certification prep, technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and perks for associations including CompTIA and IIBA.
• Dedicated customer service team for benefits and resources, plus a certified Career Coach.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning.