Operations Management Analyst II

About the role

This Operations Analyst II is responsible for ensuring and improving the performance, productivity, efficiency, and effectiveness of departmental and organizational operations through analysis, process improvement, enablement, project execution, operational readiness, and strong business process knowledge. The role collaborates with Operations stakeholders, senior leaders, and cross-functional partners to support strategies and initiatives that primarily impact Client Facing Operations teams. It requires a balanced mix of reporting capability, process ownership, project execution, and enablement skills.

The ideal candidate can work confidently with large datasets, build and maintain reporting tools, translate information into practical business insights, and independently create clear, actionable recommendations. The candidate should be a proactive self-starter who can develop and improve processes with limited guidance, manage competing priorities, communicate effectively with leaders and partner teams, and support adoption through documentation, training, communications, and operational follow-through. Power BI experience is preferred and would be beneficial for expanding reporting and dashboard capabilities.

Responsibilities

• Lead and project manage key enablement, operational readiness, reporting, and process improvement initiatives, translating ideas into action and executing strategies across multiple functions to drive business efficiency and Operations productivity.
• Own, enhance, and maintain recurring reporting, scorecards, trackers, and operational dashboards that support Portfolio Management, Field Services, Audit Operations, and leadership decision-making.
• Partner with Operations stakeholders, senior leaders, and cross-functional departments to gather needs, clarify objectives, align on priorities, and deliver practical solutions that support business execution.
• Build and maintain Excel-based reporting solutions using tools such as Pivot Tables, XLOOKUP, complex formulas, Power Query, data validation, conditional formatting, charts, and dashboard layouts.
• Analyze trends, risks, opportunities, operational performance drivers, and process gaps; translate findings into actionable business recommendations and process improvements.
• Identify problems or opportunities, conduct research, recommend solutions, and collaborate with stakeholders to implement decisioned solutions with minimal direction.
• Streamline manual reporting, tracking, or operational processes where appropriate to reduce rework, improve accuracy, increase scalability, and create repeatable ways of working.
• Leverage strong business knowledge to make recommendations and decisions on behalf of the business when needed, synthesizing complex information into concise, leadership-ready summaries.
• Support process improvement implementation through education, training, adoption support, documentation, communications, stakeholder engagement, or other enablement methods.
• Support enablement and operational readiness activities by coordinating materials, communications, training resources, launch checklists, process documentation, and follow-up actions that help teams adopt new processes, tools, and initiatives.
• Support recurring team meetings by preparing agendas, presentations, data summaries, meeting materials, notes, and action-item tracking to promote alignment and execution.
• Manage multiple priorities within tight timeframes while maintaining strong attention to detail and data integrity.
• Participate in occasional onsite meetings, training sessions, or business events; travel may be required.

Requirements

• BA/BS degree in a related field with 2+ years of related work experience. A candidate may also have an MS degree and up to 2 years of experience. A non-degreed candidate will have 6+ years of experience.
• Prior work experience in the auto or financial services industry is preferred but not required.
• Effective written, verbal, and interpersonal communication skills.
• Ability to adapt to and work effectively within a constantly changing environment.
• Excellent customer service, analytical thinking, and problem-solving skills.

Skills

• Advanced Excel proficiency is required (Pivot Tables, XLOOKUP, complex formulas, Power Query, data validation, conditional formatting, charts, and dashboard layouts).
• MS Office, PowerPoint, Outlook, MS Teams.
• Demonstrated ability to work with large datasets, validate data accuracy, identify patterns, and convert raw data into actionable insights.
• Power BI experience, including building or maintaining dashboards, data models, or KPI scorecards strongly preferred.
• Experience with Power Query, Tableau, Salesforce reporting, or similar data transformation and business intelligence tools preferred.
• Ability to independently create reporting solutions, support process development, analyze operational performance, and present findings in a clear business narrative.
• Strong problem-solving skills.
• Experience supporting operational, portfolio management, audit, field services, or business performance teams through enablement, readiness, process documentation, and stakeholder support.
• Experience creating executive dashboards, automated trackers, self-service reporting solutions, recurring performance packages, process guides, training resources, or launch materials.

Pay

Compensation includes a base salary in the range of $67,100.00 - $100,700.00 per year. The base salary may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. The position may be eligible for additional compensation that may include an incentive program.

Benefits

• Flexible vacation policy allowing employees to take as much paid vacation as consistent with their duties, the company's needs, and its obligations.
• Seven paid holidays throughout the calendar year.
• Up to 160 hours of paid wellness annually for the employee's own wellness or that of family members.
• Additional paid time off for bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.