Professional Services Senior Operations Analyst

Billing & Financial Operations

• Audit and map the current billing workflow end-to-end, identifying gaps between time logged, work delivered, and invoices issued.
• Establish a weekly billing cadence in partnership with Finance, ensuring consultants and PS subcontract partners submit time accurately and on schedule.
• Create accountability mechanisms that reduce billing errors and unbilled hours by a measurable percentage within the first quarter.
• Serve as the primary liaison to Finance for all PS revenue recognition and billing inquiries, reducing escalations to the PS Leadership.

Reporting & Analytics

• Develop, maintain, and continuously improve the PS reporting suite for PS Leadership and other departments.
• Produce weekly, monthly, and quarterly reports covering utilization, backlog, revenue, margin, and PS resource productivity.
• Build ad hoc analyses to support business decisions including pricing, capacity, and go-to-market changes.
• Maintain data integrity across all PS systems; serve as the source of truth for PS operational data.
• Translate service delivery data into clear, executive-ready narratives and visualizations.

Operations & Process Management

• Own the PS operating calendar: PS Team quarterly reviews, capacity planning cycles, resource allocation/project assignments, and leadership team meeting prep.
• Coordinate cross-functional workflows between PS, Finance, Sales, Legal, and Customer Success.
• Identify process gaps that create billing errors, revenue leakage, or consultant friction — and close them.
• Drive PS Delivery process (Status reports, project plan updates, deliverables, hand-over, documentation in Dev Ops/SharePoint).
• Central Liaison for Customer Success team Status Reporting Validation, Project milestone billing/triggering, closing activities validated for closed projects.
• Manage resource allocation visibility: who is on what project, at what utilization, through what date.
• Manage Open Air, NetSuite, Salesforce project tracking platforms, and CRM data hygiene.
• Proactively flag risks to revenue, utilization, or project delivery before they become executive-level problems.

Executive & Leadership Support

• Prepare presentations, reports, and data packages for the PS Leadership for board reviews, executive team meetings, and PS/Sales QBRs.
• Manage the PS operating calendar including team meetings, planning cycles, and milestone reviews.
• Draft internal communications on behalf of the SVP as needed.
• Track and follow up on action items from leadership meetings to ensure accountability and closure.
• Position PS operations as a competitive advantage by demonstrating that Profisee’s services business runs with rigor and data fluency.