Business Operations Specialist

Financial & Operational Performance Management

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.

KPI Management & Operational Insights

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.

Strategic Analysis & Process Improvement

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.

Costing & Margin Optimization

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.

Automation, Reporting & Tools

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.

Executive & Cross-Functional Support

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.