Senior Financial Operations Analyst

Key Responsibilities

• Process Excellence & Transformation Lead and support end-to-end process improvement initiatives across order processing, billing, commissions, and related Financial Operations workflows.
• Identify opportunities to simplify processes, eliminate manual effort, improve controls, and increase scalability.
• Facilitate process mapping, future-state design, and operational readiness activities for strategic initiatives.
• Systems & Business Enablement Partner with business and technology teams to support Salesforce, Billing Platform, CaptivateIQ, and other Financial Operations initiatives.
• Define business requirements and collaborate with IT to design and implement technology-enabled solutions.
• Support system enhancements, integrations, testing, and change management efforts.
• Analytics & Performance Management Develop and maintain productivity metrics, operational scorecards, dashboards, and KPI reporting across Financial Operations teams.
• Analyze workload, capacity, cycle times, service levels, and operational trends to identify opportunities for improvement.
• Leverage Excel, Power BI, Copilot, and other emerging technologies to generate actionable business insights and improve decision-making.
• Continuous Improvement & Automation Support automation initiatives that improve efficiency, accuracy, and employee experience.
• Evaluate emerging technologies and AI-enabled capabilities to identify practical business applications.
• Drive a culture of continuous improvement through data-driven problem solving and operational excellence practices.
• Governance & Controls Support SOX compliance, audit activities, and process documentation efforts.
• Ensure key operational processes remain controlled, documented, and scalable.

A Day in the Life

• Partner with Finance, Sales, IT, and Operations leaders to align priorities and advance strategic initiatives.
• Analyze operational workflows, data, and performance trends to identify opportunities and recommend solutions.
• Translate business requirements into scalable process and system enhancements.
• Develop dashboards, KPI reporting, and operational insights for leadership.
• Support project activities including requirements gathering, testing, validation, documentation, and stakeholder communication.
• Present findings and recommendations that improve efficiency, effectiveness, and business outcomes.

Requirements

• Required Bachelor's degree in business, Finance, Accounting, Information Systems, or related field.
• 5+ years of experience in Financial Operations, Revenue Operations, Business Operations, Process Improvement, or a related discipline.
• Experience working with Salesforce or comparable CRM platforms.
• Demonstrated success leading process improvement initiatives and cross-functional projects.
• Strong analytical, problem-solving, communication, and stakeholder management skills.

Preferred

• Experience with Billing Platforms, ERP systems, CaptivateIQ, or Order-to-Cash processes.
• Lean Six Sigma certification (Yellow Belt, Green Belt, or higher).
• Experience supporting system implementations, integrations, or business transformation initiatives.
• Knowledge of SOX controls, audit processes, or operational governance.
• Experience with Power BI, Copilot, AI-enabled analytics tools, or advanced Excel reporting.