Business Operations Specialist

Duties & Responsibilities

• Partner authentically with FP&A and business unit leadership to monitor performance against financial and operational KPIs, ensuring accountability to targets and execution of action plans.
• Support ongoing review of cost structures, service delivery models, and productivity metrics to drive sustainable performance and customer value.
• Develop a strong understanding of project-level budgets and financial performance to support achievement of revenue, gross margin, operating income, and ARR goals.
• Support cost planning and optimization initiatives, including: Infrastructure investments such as hosting and cloud costs, Headcount planning, investment prioritization, and productivity optimization.
• Define, track, and report key operational and financial metrics that enable agile decision-making and transparency.
• Drive continuous improvement initiatives to enhance performance against KPIs.
• Develop and maintain dashboards and recurring reporting that improve business visibility and enable leaders to act quickly and confidently.
• Identify, lead, and support process improvement initiatives across the business unit with a focus on scalability, efficiency, and customer outcomes.
• Design and implement standardized, repeatable processes that support growth within a regulated Utilities & Energy technology environment.
• Lead change management efforts by: Communicating new processes and workflows clearly to stakeholders, Coordinating and supporting training as needed, Driving adoption across cross-functional teams through collaboration and influence.
• Support and coordinate the implementation of time-tracking processes to better understand how implementation, customer success, and technical support teams allocate effort.
• Partner cross-functionally to define project and task structures that support accurate time tracking across customer projects, SaaS initiatives, and indirect cost activities.
• Develop sustainable and transparent processes for allocating cost of sales between direct and indirect costs based on project setup and time-tracking data.
• Lead the development of automated reporting and dashboards to support business operations and executive decision-making.
• Identify and champion opportunities for automation that improve data accuracy, efficiency, and scalability.
• Lead and/or support cross-functional initiatives on behalf of the business unit, demonstrating accountability and ownership.
• Prepare materials for corporate operations reviews, end-of-quarter revenue reviews, and bookings reviews.
• Provide ad hoc analysis and insights to support evolving business needs and strategic priorities.

Required Skills & Experience

• Bachelor’s degree in business, finance, economics, or a related field.
• 2–5 years of experience in business operations, FP&A, or a related analytical role.
• Strong financial and operational acumen, including understanding of revenue models, margins, cost structures, and ARR.
• Advanced proficiency in Microsoft Excel; experience with business intelligence tools (Power BI preferred).
• Ability to clearly communicate financial and operational insights to non-finance stakeholders in an authentic and collaborative manner.
• Strong organizational skills with the ability to manage multiple priorities in an agile, fast-paced environment.
• Demonstrated analytical, problem-solving, and project management capabilities.
• Proven ability to collaborate cross-functionally and influence stakeholders at multiple levels with accountability and professionalism.

Preferred Skills & Experience

• Experience with ERP and financial reporting systems (e.g., NetSuite, Oracle EBS, or cube-based reporting tools).
• Experience working in a SaaS or subscription-based business model, ideally within a technology company serving the Utilities & Energy sector.

Benefits

Includes a competitive benefit package including; financial, social, health and wellbeing programs, paid vacation, 401k matching, employee stock purchase program, hybrid work schedule, and more!