BUSINESS OPERATIONS ANALYST JOB DESCRIPTION

A clear picture of operational performance rarely builds itself. In technology companies managing CRM platforms, ERP environments, and multi-system data pipelines, the gap between raw business data and decision-ready insight is where this role lives. The Business Operations Analyst owns the translation layer: extracting, validating, and structuring operational and financial data so that sales, product, and finance leaders can act on it with confidence. Spanning territory planning, revenue reporting, and process improvement, the role demands equal fluency in analytical rigor and cross-functional communication.

As the Business Operations Analyst, you convert operational data into strategic direction, owning the reporting infrastructure, cadence management, and process documentation that keep technology business units running to plan. You work across sales operations, finance, and product teams, sitting within an operations or business enablement function and reporting to a senior operations or finance leader.

Career Impact: Mastery of enterprise sales operations and CRM-based reporting positions analysts for advancement into senior strategy, sales operations management, or business intelligence leadership within the technology sector.

Business Impact: Sales leaders and finance partners depend on this role's pipeline-versus-forecast analysis and territory modeling to allocate resources accurately and hit quarterly revenue targets.

Growth Opportunity: Hands-on ownership of quota planning, segmentation design, and cross-functional process improvement builds the analytical and stakeholder management credentials that open doors to operations management and director-level roles.

• Design and maintain dashboards and automated reports covering sales pipeline, revenue recognition, and operational KPIs for business unit leadership.
• Analyze territory segmentation, quota allocation, and headcount planning data to support annual and mid-cycle planning cycles.
• Extract, clean, and validate data from CRM, ERP, and ancillary systems to ensure reporting accuracy and data integrity across business units.
• Audit billing records and reconcile financial data against contracts and orders to resolve discrepancies before close.
• Define and document business and functional requirements, translating stakeholder needs into actionable system enhancements or process changes.
• Identify and implement process improvement opportunities, including automation of recurring data workflows to reduce manual effort.
• Collaborate with sales, finance, product, and IT teams to coordinate cross-functional dependencies and align on shared metrics and reporting standards.
• Lead recurring business review cadences, preparing agendas, publishing status updates, and tracking progress against defined milestones.

• Bachelor's degree in Business Administration, Finance, Computer Science, or a related analytical field, or equivalent work experience.
• 3 or more years of business operations, sales operations, or data analysis experience, with demonstrated ownership of reporting and process improvement in a technology environment.
• Proven ability to extract, manipulate, and analyze large data sets from multiple systems, including CRM and ERP platforms, to produce decision-ready outputs.
• Strong competency in financial analysis, including budget tracking, variance commentary, revenue forecasting, and cost management.
• Experience gathering and documenting business requirements, mapping current-state and future-state processes, and presenting recommendations to senior stakeholders.
• Demonstrated ability to build and maintain dashboards and performance scorecards, translating complex data into clear narratives for technical and non-technical audiences.
• Strong project management skills, including the ability to manage competing priorities, track deliverables, and meet deadlines independently.
• Excellent written and verbal communication skills, with the ability to present findings to director and VP-level audiences.

• Experience with sales compensation administration, including quota planning, revenue recognition processes, and territory design in a multi-region technology sales organization.
• Familiarity with ITSM frameworks and service management process design, including exposure to ITIL certification or service integration environments.
• Proficiency with SQL for querying and manipulating relational databases in support of ad hoc and recurring reporting needs.
• Experience supporting business operations within a regulated or compliance-sensitive environment, such as fintech, telecom, or enterprise SaaS.

• Pipeline-to-forecast variance rate, measuring accuracy of revenue projections submitted to business unit leadership.
• Data reconciliation error rate, tracking the frequency of billing or CRM discrepancies identified before financial close.
• Report delivery timeliness, measured as the percentage of recurring reports published on or before agreed cadence deadlines.
• Process automation coverage, counting the number of manual recurring workflows converted to automated solutions within a defined period.
• Requirements turnaround time, measuring elapsed days from stakeholder intake to approved functional specification.
• Typical tools: CRM platforms (commonly Salesforce); data visualization (commonly Tableau or Power BI); ERP systems (commonly SAP or Oracle); spreadsheet analysis (commonly Excel).

• Base Salary Range: $70,000 to $100,000 annually, depending on experience and location
• Bonus: Annual performance bonus of 5% to 12% of base salary
• Equity: RSU grants common at mid-to-large technology companies; not standard at smaller firms
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by company size
• PTO: 15 to 20 days annually; many technology employers offer flexible or unlimited PTO
• Common Perks: Remote or hybrid flexibility, professional development stipend, home office allowance

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Successful completion of a background check is a condition of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Applicants requiring a reasonable accommodation to participate in the hiring process or perform essential job functions are encouraged to submit their request in writing. Candidates must be authorized to work in the United States.

The Business Operations Analyst owns the monthly budget analysis and financial reporting cycle, preparing variance commentary, resolving software support issues, and coordinating cross-departmental input to complete management proposals. Sitting within a business group and working alongside internal and external clients, the role builds operational consistency by identifying process improvements and communicating best practices that strengthen service delivery.

Key Responsibilities

• Analyze monthly department budget reports to maintain expense controls.
• Prepare commentary and explanation of variances for management review.
• Assist in systems administration for specialized software utilized by the business group.
• Research and resolve routine software support issues and follow up to ensure open issues are closed.
• Prepare user reference material to support system users.
• Troubleshoot and resolve inquiries and requests from internal and external clients.
• Review and monitor department processes and procedures to identify opportunities to improve service delivery.
• Network with external contacts to research and recommend best practices.
• Coordinate budget preparation by researching and collecting input from multiple internal and external resources.
• Compile operating, financial, and statistical information to respond to management requests.
• Coordinate work with other departments and add commentary to complete analysis reports and proposals.
• Assist in communicating best practices, policies, procedures, and initiatives to support operations.
• Facilitate process improvement by engaging appropriate resources in issue identification and resolution.
• Assist in developing project plans and costs, including personnel and fiscal requirements, to achieve defined objectives.

Education & Experience

• Bachelor's degree or equivalent from a four-year college or university.
• Minimum of two years of related work experience in budgeting, finance, or business analytics, or an equivalent combination of education and experience.
• Work experience related to a specific department or business unit function preferred.
• Knowledge of financial terms and principles required.
• Ability to calculate intermediate figures such as percentages, discounts, and commissions.
• Proficiency in conducting basic financial analysis.
• Advanced proficiency in Microsoft Office Suite, including Excel functions such as graphics and pivot tables.
• Excellent written and verbal communication skills.
• Strong organizational and analytical skills.
• Ability to comprehend, analyze, and interpret documents and solve problems involving multiple options.
• Intermediate analytical and quantitative skills required.

Embedded within the carbon operations function, the Business Operations Analyst leads S&OP reviews focused on demand and supply effects, manages MES and SAP master data, and supports advanced multi-site production route analysis to inform near- and long-term strategy. Working closely with cross-functional disciplines including production operators, engineering, quality, and procurement, the role delivers scenario modeling and process expertise that improves capacity utilization and operational productivity.

Core Functions

• Lead the carbon portion of S&OP reviews, focusing on demand and supply effects, to maximize current capacity usage and model increased capacity.
• Provide advisement on manpower needs for operations.
• Support advanced analysis of multi-site options for production routes to inform near- and long-term strategy, including dynamic scenario modeling.
• Gather and report data on a daily, monthly, and periodic basis.
• Manage MES and SAP master data, including routing standards management and related data.
• Provide expertise in process and data flow requirements per controlling documents.
• Identify and advocate for operations improvements covering process equipment, methods, and data interaction.
• Author and assist with capital expense requests about carbon operations.
• Function as a support role for projects across carbon production and inventory control.
• Execute project assignments in a team-based environment with minimal supervision.

Required Qualifications

• Bachelor's degree in Engineering or Analytics.
• Five or more years of relevant experience, or an equivalent combination of education and experience.
• Experience in ERP, MRP, and MES or MOM systems, with SAP preferred.
• Experience in a programming language such as Python, R, or Java.
• Experience conducting time studies.
• Advanced proficiency in Microsoft Excel.
• Strong business process mapping and project management skills.
• Excellent analytical and systematic approach to problem solving.
• Strong attention to detail and excellent organizational and time management skills.
• Ability to work independently and interface with cross-functional disciplines, including production operators, management, engineering, quality, and procurement.

Reporting to program managers, the Business Operations Analyst supports target selection, territory design, and margin analysis while extracting and interpreting large data sets, including healthcare professional behavior and IQVIA data to inform business development decisions. Partnering with business units across monthly billing, forecasting, and NPV analysis, the role advances data-driven continuous improvement and presents performance dashboards to leadership in a pharmaceutical industry setting.

Primary Duties

• Support internal stakeholders with ad hoc requests by extracting, manipulating, and analyzing data for ongoing programs.
• Support program managers in analyzing and preparing presentations for business reviews.
• Perform analysis related to target selection and territory design for sales representatives.
• Support program managers during program launches by pulling and staging data from various sources.
• Maintain data accuracy for business development team activity and performance measurement.
• Support business units in performing margin analysis and developing costing templates.
• Perform analyses related to the database of physicians and e-consents.
• Gather and provide insights on healthcare professional behavior by analyzing data captured through various interactions and services.
• Support business units in monthly billing reporting, budgeting, and resource planning analysis.
• Perform forecasting and NPV analysis for ongoing programs and new business opportunities.
• Create and present business dashboards to the leadership team.
• Proactively bring forward new ideas for continuous improvement initiatives.

Qualifications & Experience

• University degree in Business Administration, Operations Management, Finance, or a related field.
• Two to three years of relevant experience, preferably in the pharmaceutical industry.
• One to two years of experience working with data visualization software such as Tableau or Power BI preferred.
• Experience manipulating and interpreting large data sets, including IQVIA data.
• Extensive knowledge of Microsoft Office with a focus on Excel and Access.
• Strong analytical aptitude and attention to detail.
• Strong written and verbal communication skills, with the ability to articulate complex technical requirements in accessible terms.
• Advanced troubleshooting and problem-solving skills.
• Ability to adapt and develop in-depth technical understanding of new applications.
• Excellent time management and organizational skills.
• Strong business acumen, emotional intelligence, and results-driven mindset.

Sitting at the intersection of project management and compliance operations, the Business Operations Analyst leads customer communication strategy, manages remediation case health reporting, and holds project team members accountable for deliverables across card business processes. Operating across Risk, Legal, Compliance, and Technology in a global organization, the role shapes senior leadership visibility on case status and drives adherence to remediation and corrections guidelines.

Duties

• Facilitate regular status meetings by building timelines and publishing agendas and notes.
• Hold project team members accountable for meeting deliverables and established milestones.
• Collaborate with subject matter experts to understand issues, assess customer impact, and determine corrective steps.
• Manage all aspects of the customer communication strategy.
• Provide accurate reporting on populations, financials, and case health.
• Create presentation decks for awareness and approvals.
• Communicate with senior-level managers to provide visibility on current case status and obstacles.
• Manage all responsibilities in adherence to remediation and corrections guidelines.

Skills & Qualifications

• Three or more years of experience working with card business processes, systems, and products preferred.
• Three or more years of experience managing issues and projects.
• Ability to define and drive strategy by working with Risk, Legal, Compliance, Controls, Business Process Leaders, and Technology.
• Proficiency with standard Microsoft Office tools, including Excel, Word, PowerPoint, and Project.
• Excellent time management and organizational skills, with the ability to meet and enforce deadlines.
• Strong verbal and written communication skills, with the ability to simplify complex business situations for technical and non-technical stakeholders.
• Ability to influence and direct activities outside direct control.
• Ability to navigate a global organization and prioritize competing objectives.
• Strong initiative, drive, and self-motivation, with the judgment to take on additional tasks to deliver results.
• Process-oriented with strong organizational and critical problem-solving skills.

A key member of the business group, the Business Operations Analyst builds data visualization tools, develops QA processes to maintain data quality and integrity, and acts as system administrator for specialized software to support analyst teams across projects. Collaborating across Data Science, IT, and other business functions, the role delivers Python- and SQL-based solutions that improve data accuracy, process speed, and the accessibility of insights for organizational decision-making.

Functions

• Formulate, suggest, and manage data-driven projects to further business interests.
• Collate and clean data from various sources for use by analysts and across projects.
• Develop QA processes to maintain data quality, integrity, and process accuracy.
• Build tools and data visualizations to support other business groups.
• Act as system administrator for specialized software utilized by the business group.
• Maintain systems by researching and resolving problems and maintaining system integrity and security.
• Coordinate software and release upgrades with IT.
• Prepare and provide training and reference material to assist users.

Education & Experience

• Bachelor's degree in Data Science, Computer Science, Data Analytics, or a similar field.
• Advanced degree in Data Science, Computer Science, Data Analytics, or a similar field preferred.
• Python or SQL certifications preferred.
• Two years of related work experience in data analytics, process improvement, or project management.
• Experience using Splunk.
• Proficiency in Python, SQL, and Excel.
• Excellent written and verbal communication skills.
• Strong organizational and analytical skills.
• Ability to relay insights and complex processes in accessible terms for use by other business groups.
• Strong problem-solving skills and the ability to make data-driven decisions.
• Ability to plan projects, generate a project scope, and develop an accurate timeline for completion.
• Ability to optimize existing Python code or processes to improve speed or stability.

Sustained business unit profitability depends on the Business Operations Analyst, who manages and controls internal costs, creates and monitors budgets, and develops KPI reporting frameworks that track performance against targets across financial and operational dimensions. Based within a business unit leadership team and working directly with senior stakeholders, the role shapes forecasting accuracy and resource optimization to ensure financial and operational goals are achieved.

Accountabilities

• Manage and control internal costs.
• Analyze past financial and operational results and present data in innovative ways to reinforce messaging.
• Create and manage budgets, and monitor the financial and operational performance of a business unit.
• Support planning and execution of budget activities.
• Support the delivery unit leadership with operational and strategic issues to optimize resource use and profitability.
• Manage and develop KPI reporting for the business unit, monitoring and forecasting performance against budgeted targets and working with leadership teams to ensure they are achieved.

Position Requirements

• Experience in business and data analysis.
• Understanding of the financial and operational drivers of a people business.
• Intermediate proficiency in Excel.
• Knowledge of Power BI advantageous.
• Strong attention to detail.
• Strong senior stakeholder management experience.
• Strong team player with a collaborative working style.

As the Business Operations Analyst, this role creates and produces weekly, monthly, and ad hoc management information using dashboards, analytics tools, and raw data extracts to direct users toward key performance trends across business units. The analytics function relies on this work to identify customer segmentation and growth trends, deliver the Annual Portfolio Review, and ensure all management reporting tells a clear, accessible story that enables strategic decisions.

Operational Focus

• Create new management information for various business units on a weekly, monthly, and ad hoc basis using dashboards, tools, and raw data extracts.
• Build and produce compelling management information capable of visually directing users toward key performance trends.
• Add value through commentary and insight to ensure all management information produced tells a clear story and is easy to access and digest.
• Interrogate large amounts of data and extract useful trends using analytics tools, Excel, and purpose-built cubes.
• Innovate and refine processes, consistently reducing manual effort through automation and best practice.
• Identify segmentation and growth trends for the existing customer base.
• Produce the Annual Portfolio Review, offering insight into key business areas by market vertical to highlight performance and trends.

Background & Experience

• Minimum two years of experience in management information production and analysis.
• Background in acquiring, fintech, or the software industry preferred.
• Proficiency in Excel and Google products, including Google Sheets, Google Slides, and Google Data Studio.
• Ability to manipulate large quantities of data.
• Ability to create meaningful, clear dashboards with appropriate value-adding commentary.
• Strong attention to detail and a passion for accuracy.
• Highly numerate with strong quantitative ability.
• Ability to work well under tight timescales and prioritize effectively.

Business Operations Analyst oversees key planning programs including territory planning, quota planning, and market analysis while designing and developing Salesforce, Tableau, and Excel dashboards that power monthly business reporting and sales compensation management. Success in the position means acting as a trusted advisor to Sales leaders across a high-growth technology organization, translating data-driven insights into sales strategies and scalable processes that improve goal attainment and cross-regional operational performance.

Key Deliverables

• Support team leaders in defining and landing strategic programs and initiatives across market segments.
• Lead key planning programs, including territory planning, quota planning, headcount planning, market analysis, and goals planning.
• Manage monthly cadenced business reporting and operations.
• Manage the sales compensation scheme and revenue recognition process, working collaboratively with global and regional business operations teams.
• Support the evolution, integration, and implementation of business management systems and processes.
• Design and develop dashboards, reports, and metrics using Salesforce, Tableau, and Excel.
• Manage data quality, tackle data conflicts, and drive timely resolution of reporting issues and process gaps.
• Prepare ad hoc analyses and participate in projects as required.

Experience & Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Computer Science, or a related field.
• Microsoft Office Specialist Master certification preferred.
• Three or more years of experience in data mining, business analysis, sales operations, finance, or a related role supporting a mid-to-large-scale sales organization.
• Three or more years of business intelligence or database experience preferred.
• Experience in business process improvement or re-engineering methodologies such as Kaizen, Lean, or Six Sigma preferred.
• Experience working within high-growth technology companies preferred.
• Strong quantitative and analytical ability, with applied knowledge of data analysis, finance, accounting, and statistics.
• Expertise in Microsoft Excel and Tableau or an equivalent business intelligence tool.
• Experience working with Salesforce or an equivalent CRM tool, including report and dashboard development, field and formula creation, and workflow management.
• Strong problem-solving, conflict management, and collaboration skills.

The Business Operations Analyst produces insightful analysis using internal and external data across revenue, product, market, and industry trends to enable the Commerce leadership team to make analytically driven strategic operating decisions within Facebook's e-commerce business. Reporting to Commerce leadership and working cross-functionally with multiple teams, the role builds scalable reporting tools, analytical prototypes, and automated processes that support continuous improvement of weekly, monthly, and quarterly business rhythms.

Areas of Ownership

• Conduct insightful analysis using internal and external data, including revenue, product, market, and industry trends, to derive insights that drive strategic business decisions.
• Build prototypes of analytical tools to help scale the procurement of insights.
• Partner with internal tools teams to build scalable reports and dashboards in support of business needs.
• Drive operational excellence to support cross-functional partners and ensure the smooth running of weekly, monthly, and quarterly business rhythms.
• Focus on continuous improvement of core projects through automation and process enhancement.

Minimum Qualifications

• Bachelor's degree in an analytical field such as Computer Science, Engineering, Mathematics, Business, or a related field.
• Seven or more years of experience in sales finance, sales analytics, sales operations, or strategy consulting, or five or more years with an MBA or master's degree.
• Experience with e-commerce business models preferred.
• Experience extracting data from large and complex databases preferred.
• Demonstrated problem-solving experience with the ability to provide business insights and recommendations from data sets.
• Two or more years of SQL experience, including creating and updating queries.
• Advanced spreadsheet and presentation software skills.
• Experience in data visualizations and building scalable reporting tools preferred.

Embedded within the Financial & Strategic Investors Group, the Business Operations Analyst develops and maintains a proprietary database of sponsor portfolio companies, tracking mergers and acquisitions flow and sourcing private equity data to support client advisory services across the full investment lifecycle. Working closely with Legal, investment bankers, and clients on NDAs and process documents, the role advances business productivity and client relationships by implementing strategic initiatives in partnership with engineering teams.

Role Responsibilities

• Identify business opportunities by tracking mergers and acquisitions flow across investment banking and leveraging a proprietary database of sponsor portfolio companies.
• Maintain a proprietary database by synchronizing data across industry groups and a company management system.
• Source and analyze private equity data in response to bespoke client requests.
• Source and analyze internal business metrics for firm leadership reporting materials and press events.
• Implement strategic initiatives in partnership with engineering teams to strengthen client relationships and improve business productivity.
• Liaise between Legal, investment bankers, and clients on non-disclosure agreements and other process-related documents.

Skills & Qualifications

• Bachelor's degree plus one to five years of work experience.
• Experience with aggregating, maintaining, and analyzing large data sets with excellent attention to detail.
• Experience with third-party financial databases such as Pitchbook, CapIQ, or Dealogic.
• Strong interpersonal and communication skills with the maturity to interact directly with senior partners.
• Self-starting and proactive work style, with the ability to take ownership of multi-dimensional projects.
• Desire and creativity to drive process improvement by leveraging technology.
• Interest in private equity and the broader alternatives asset class.

Reporting to business operations leadership, the Business Operations Analyst manages loan origination and servicing reporting, reconciles bank accounts, and validates remittance of funds between the organization and vendors to ensure financial accuracy across loan portfolio operations. Partnering with internal departments including Development, Accounting and Finance, and Member Experience, as well as external vendors such as banks and custodians, the role refines daily reconciliation and process improvement activities that support the integrity of consumer financial services operations.

Job Functions

• Manage reporting on loan origination and servicing activities, including investor reporting and maintenance and development of reports.
• Coordinate projects between internal departments, including Development, Accounting and Finance, and Member Experience.
• Serve as a point of contact for external vendors such as banks, custodians, and administrators.
• Focus on continuous process improvement through automation and increased efficiency.
• Track and ensure the accuracy of loan servicing reports and files.
• Reconcile bank accounts daily.
• Track and validate the remittance of funds between the organization and vendors.
• Communicate with banks to understand and resolve posting discrepancies.
• Investigate and identify issues as they arise and work with internal departments to determine root causes.

Professional Experience

• Bachelor's degree, preferably in Finance, Accounting, or Business Administration.
• Two or more years of experience in Accounting, Finance, Analytics, or a vendor or investor reporting role.
• Consumer loan or financial services experience preferred.
• Strong attention to detail.
• Critical thinking skills with the ability to identify and improve processes.
• Strong problem-solving skills with a focused and detail-oriented approach.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to work effectively across multiple technology interfaces.

Sitting at the intersection of financial oversight and project delivery, the Business Operations Analyst advises regional leads through financial and operational reporting, manages the weekly forecasting process, and tracks project profitability and return on investment across Advanced and Professional Services engagements. Operating across project management, finance, and revenue recognition functions while collaborating with project managers and business unit leadership, the role oversees pipeline and backlog analysis that supports accurate forecasting and business health visibility.

What You'll Do

• Act as a business advisor to regional leads by preparing and reviewing financial and operational reports to support the weekly forecasting process.
• Manage projects through completion, including project tracking, monitoring, reporting, and administration.
• Provide reporting on the health of the business, covering pipeline, backlog, and forecast analysis.
• Support ad hoc reporting and ensure revenue recognition through invoicing, work-in-progress reports, and accounts receivable reviews.
• Collaborate with project managers to drive integrity and completeness of projects by tracking profitability and return on investment.
• Communicate project status by publishing high-quality project reports and presentations.

Technical Qualifications

• Bachelor's degree in business, finance, economics, or a related discipline, or equivalent work experience.
• Two or more years of business operations experience, preferably in advising management on controls, procedures, and business risks.
• Experience using Salesforce, Changepoint, Great Plains, and SAP preferred.
• Strong Excel and analytical skills, including the ability to review reports and provide succinct summaries.
• Excellent attention to detail and strong analytical ability.
• Excellent communication and organizational skills.
• Ability to work independently and self-direct learning.
• Creativity in finding solutions preferred.

A key member of the global Application Management Services Line of Business, the Business Operations Analyst leads integration solution discovery sessions, gathers and maps functional requirements to platform features, and designs ServiceNow-based reports and dashboards for internal clients and strategic business initiatives. Collaborating across development teams, business stakeholders, and global dispersed teams, the role refines service management processes, maintains documentation quality, and delivers training that ensures operational and business processes are clearly understood and executed.

Leadership Responsibilities

• Lead and participate in integration solution discovery sessions with clients.
• Gather, evaluate, and prioritize business and functional requirements.
• Map functional requirements to platform features and capabilities.
• Collaborate with business stakeholders and cross-functional teams to implement process improvements.
• Work with development teams to transform requirements into platform solutions, including design, review, testing, and implementation.
• Stay current on platform product suites, product roadmaps, and new capabilities.
• Design reports for internal clients and strategic business initiatives in the form of graphs, charts, and dashboards.
• Research best practices and support the development of solutions and recommendations for internal clients and the organization.
• Acquire data from multiple sources while maintaining database quality and output data integrity.
• Create and maintain accurate work instructions, user documentation, and guides with regular peer reviews.
• Locate, define, and assist in the implementation of new process improvement opportunities.
• Lead training sessions and ensure operational and business processes are clearly communicated and understood.

Knowledge, Skills & Abilities

• Bachelor's degree preferred, or equivalent experience, preferably in Computer Science, Engineering, or Computational and Data Science.
• ITIL V3 or V4 certification preferred.
• Minimum ten years of overall experience.
• Minimum eight years of experience as a Business Analyst.
• Minimum eight years of experience implementing service management processes.
• Experience using and designing solutions in the ServiceNow product suite.
• Experience integrating ServiceNow with other service management systems preferred.
• Advanced Excel skills, including graphing, dashboards, and pivot tables.
• Proficiency in PowerPoint and Word.
• Excellent written and verbal communication skills.
• Strong interpersonal skills, including empathy, active listening, and the ability to communicate effectively with global and dispersed teams.
• Strong analytical skills with the ability to detect patterns and analyze disparate data.
• Ability to develop plans addressing risk and process improvement on a global and regional level.

Clear and precisely specified technical requirements and documentation across software development and business analysis depend on the Business Operations Analyst, who drafts technical specifications, functional design diagrams, and business user stories based on direct interaction with end users. Based within a team supporting high-visibility and mission-critical programs, the role serves as liaison between technical and non-technical stakeholders, producing Visio flow diagrams, test plans, and user guides that enable successful project delivery using Waterfall and Agile methodologies.

Day-to-Day Responsibilities

• Draft clear and precise technical specifications based on direct interaction with end users.
• Draft lessons learned documents following APA standards.
• Create and maintain document formatting and communication materials.
• Write meeting minutes that accurately summarise decisions, action items, due dates, and follow-ups.
• Draft specific, measurable, accountable, relevant, and traceable technical requirements.
• Deliver technical requirements within the same business day after requirements discussions with end users.
• Draft meaningful and compelling presentations and Visio flow diagrams.
• Perform project planning steps, including researching existing business systems, documenting business requirements, and identifying improvement opportunities.
• Perform process flow analysis to understand problems and develop a business case.
• Assist with soliciting and drafting functional requirements and business needs statements.
• Create detailed functional design diagrams, documentation, and business user stories.
• Create business case analyses and submit documentation needed to start, maintain, or end projects.
• Help draft and validate test plans based on technical requirements.
• Draft user guides and frequently asked question documents.

Qualifications & Experience

• Bachelor's degree in Software Engineering, Computer Science, Business, or a related discipline preferred.
• Minimum ten years of experience in business analysis, software development, or a related field.
• Extensive experience in software development and testing using methodologies such as Waterfall and Agile.
• Extensive experience evaluating software designs against business and technical requirements.
• Extensive experience leading small teams and technical projects to successful completion.
• Extensive experience writing and reviewing technical documentation, including technical specifications and design documents.
• Experience training and mentoring less experienced personnel.
• Familiarity with the software development lifecycle and agile processes.
• Functional knowledge of VersionOne and Application Lifecycle Management tools.
• Ability to perform all functional duties independently on high-visibility or mission-critical programmes.
• Ability to oversee the efforts of direct reports and all staff assigned to a specific job.
• Strong verbal and written communication skills for both technical and non-technical audiences.
• Ability to understand and contribute to solutions for simple and complex problems.

As the Business Operations Analyst, this role interacts with key stakeholders across all areas of the organization to identify operational requirements, develop innovative solutions, and generate and maintain KPIs that measure process effectiveness and support strategic change initiatives. The operations function relies on this work to prioritize competing initiatives, coordinate interdependencies across project areas and departments, and ensure recommendations to stakeholders are grounded in documented workflow analysis and data-driven outcomes.

Scope of Work

• Interact with key stakeholders across all areas of the organisation.
• Communicate requested changes, desired results, and project requirements effectively.
• Prepare findings, reports, and presentations, and make recommendations aligned with company goals.
• Measure, analyse, and interpret data from metrics, project requirements, and other resources, and provide results to management and project teams.
• Gather information by observing workflows, reading company reports, and conducting employee interviews.
• Determine the overall effectiveness of new processes.
• Identify operational requirements and opportunities for improvement.
• Develop innovative solutions for operational and strategic changes.
• Generate and maintain KPIs.
• Provide recommendations to stakeholders on effective and efficient approaches to achieve project objectives.
• Partner with other project areas and departments to coordinate interdependencies and resolve issues and conflicting goals.
• Prioritise initiatives based on business needs and requirements, and manage competing resources.

Requirements

• Bachelor's degree in Business or Finance preferred, or equivalent experience.
• Five years of experience in management or strategy consulting, business operations, financial analysis, or business controlling.
• Strong ability to lead through influence, working with individuals and teams to plan project scope, direct work, forecast financial outcomes, manage change, and monitor time constraints.
• Ability to analyse documents, user surveys, and workflows, and deliver problem-solving solutions.
• Superior project management skills, including process design, improvement, and implementation.
• Sound knowledge of designing processes and systems and evaluating the implications of changes.
• Experience with business intelligence and analytics platforms, including advanced proficiency in Excel.
• Strong communication and interpersonal skills, with the ability to work at all levels of an organisation.
• Analytical mindset with the ability to break down complex business and operational problems and derive actionable insight.

Business Operations Analyst manages financial governance processes within the Business Enablement & Operations team, maintaining labour rosters, developing monthly spend forecasts, and supporting vendor financial data integration for a global entity management and oversight organization. The work directly supports the BE&O team's mandate to ensure all business investments are managed, prioritized, and governed in alignment with regulatory expectations across the jurisdictions in which PayPal operates.

Performance Expectations

• Support overall business operations process build-out, planning of priorities, and administrative support of financial processes.
• Collaborate with team members to apply successful business operations processes to a wider and more senior audience to drive scaling of financial governance.
• Work closely with project managers, analysts, subject matter experts, and leaders to formulate and support business process administration covering vendor, legal, financial, and sourcing functions.
• Analyse data sets to identify opportunities, process improvements, and new partnerships, and mature reporting processes for a growing governance model.
• Develop reporting and priority assessments and present findings in collaboration with corporate finance, procurement, and senior leadership.
• Develop business metrics to measure priorities, operational risk management, and business effectiveness.
• Develop standard operating procedure documents for business processes and engagement models.

Position Requirements

• Bachelor's degree in Information Technology, Computer Science, Business Planning, Administration, or Management.
• Three or more years of experience in a corporate environment in a business operations, project management, financial, or procurement role.
• Working knowledge of business, project management, and investment concepts, or willingness to learn.
• Working knowledge of regulatory, risk, security, and business environments, or willingness to learn.
• Ability to rapidly learn new concepts across technical, risk, and business domains.
• Ability to translate business needs into actionable plans, inclusive of tracking.
• Ability to communicate complex concepts and analysis results clearly through creative visualisation and presentation.
• Strong critical and analytical thinking skills, including problem-solving, attention to detail, and the ability to manage shifting priorities and deadlines.

The Business Operations Analyst creates comprehensive analyses of business and user needs for metadata systems, developing requirements documentation and implementing solutions that enhance the customer experience and drive efficiencies across the company's metadata offerings in the publishing industry. Reporting to product leadership and working alongside business users, development teams, and associates, the role coordinates stakeholder meetings, compiles trend analysis reports, and captures subject matter expertise to improve metadata quality and publishing workflows at Ingram.

Strategic Responsibilities

• Analyze business and user needs to develop requirements documentation for the implementation or revision of systems and processes.
• Identify metadata trends, compile analysis reports for business stakeholders, and follow up on all results.
• Evaluate business processes, anticipate requirements, uncover areas for improvement, and develop and implement solutions.
• Conduct meetings and presentations to share ideas and findings.
• Work with business users and development teams on the creation and execution of user requirements for business processes.
• Assist in training associates for secondary application support and business unit associates for primary customer support.
• Implement comprehensive management plans for each project and hold regular stakeholder meetings to keep parties updated on progress.
• Capture, consolidate, and communicate information from subject matter experts to the team constructing the solution.

Required Qualifications

• Bachelor's degree or equivalent year-for-year experience.
• Three years of experience maintaining and editing bibliographic metadata.
• One year of business analysis experience.
• Experience in the book industry.
• Customer service experience.
• One year of intermediate to advanced experience using Excel, including data manipulation, charts, graphs, pivot tables, and VLOOKUPs.
• Experience with SQL.

Embedded within the Small Business MTU and Fiber sales organization, the Business Operations Analyst executes complex sales operations programs, analyzes revenue data and sales funnels using Salesforce dashboards, and leads project teams delivering training and analytical support to the sales force. Working closely with Human Resources, Operations, Sales, Marketing, Product, and Finance, the role guides others in problem-solving, recommends enhancements to productivity and collaboration, and ensures sales operations policies stay current with technology and business conditions.

Engineering Responsibilities

• Design and develop complex sales operations programmes and processes impacting service, support, or distribution.
• Work with Salesforce reporting and dashboards and analyse revenue data, sales funnels, and opportunities.
• Assist with ad hoc reporting and other team initiatives.
• Make recommendations to enhance productivity, sales revenue, and collaboration across human resources, operations, sales, marketing, product, and finance.
• Guide others in problem-solving.
• Ensure sales operations policies and practices are reviewed and revised as technology and business conditions change.
• Develop and deliver training to the sales force.
• Lead project teams and create complex reports and account analyses.
• Identify issues and opportunities using broad sales operations and business knowledge, and execute resolution plans.
• Act as subject matter expert for customers and sales employees.
• Provide analytical support and make recommendations to senior sales management to evaluate organisational effectiveness.

Technical Qualifications

• Bachelor's degree or equivalent education and six or more years of experience.
• Ability to facilitate meetings, state objectives, keep members on task, and determine action plans.
• Advanced skills in Excel and PowerPoint.
• Experience with Salesforce.
• Ability to handle multiple projects simultaneously with strong attention to detail.
• Ability to prepare ad hoc analyses, reports, and performance commentary, collaborating with Sales Effectiveness, Business Intelligence, Finance, and IT as appropriate.
• Ability to interact professionally with all levels within the sales organisation, including directors and managers.

Reporting to the Finance Manager, the Business Operations Analyst maintains labour rosters, develops monthly spend forecasts against signed contracts, and compares actual charges to forecasts to identify discrepancies requiring investigation or escalation within the Corporate Functions and Converse business. Partnering with the Vendor Management team and Finance Manager, the role coordinates vendor financial data integration into monthly senior leadership reviews and assists in resolving invoice discrepancies to support financial accuracy and transparency across corporate operations.

Core Responsibilities

• Maintain the labour roster to ensure accurate labour forecasts.
• Assist in developing a standard format for monthly financial reviews with senior leaders.
• Partner with the Finance Manager to input data into financial reports for monthly financial reviews with senior leaders.
• Develop forecasts of monthly spend for all agreements based on signed contracts.
• Compare actual charges to forecasts and identify discrepancies requiring investigation or escalation.
• Develop a proposal for integrating vendor financial data into monthly financial reviews.
• Assist the vendor management team in determining allocated budgets for new agreements and renewals.
• Work with the Finance partner to resolve missed, late, or missing invoices.

Experience & Qualifications

• Bachelor's degree.
• Experience in a business environment in an operations or administration role.
• Experience in process development.
• Experience with financial or vendor management is a plus.
• Strong data analysis, data management, problem resolution, and communication skills.
• Strong attention to detail and ability to simplify complex information into clear reports.
• Ability to work effectively in highly matrixed and collaborative environments.

Sitting at the intersection of large-scale business analysis and operational leadership, the Business Operations Analyst analyzes and develops metrics and reporting for large multi-unit organizations while leading other analysts in the identification of process improvements that increase productivity and efficiency. Operating across multiple business units and applying quality and process improvement methodologies, the role coordinates performance improvement measurement systems and defines as-is and to-be states that advance operational effectiveness for complex organizational structures.

Work Activities

• Analyse large business units consisting of multiple organisations to determine business drivers and metrics.
• Develop and implement analysis, reports, and metrics representing the business performance of large, multi-unit organisations.
• Lead other business operations analysts in the analysis and reporting of metrics and operational information.
• Identify and recommend process and operational improvements to increase productivity and efficiency.
• Provide process definition, analysis, and documentation covering as-is and to-be states.
• Define, track, monitor, and report on performance improvement measurements.
• Select and apply appropriate quality and process improvement methodologies to improve operational effectiveness and efficiency.

Qualifications & Experience

• Bachelor's degree in a related field.
• High school diploma or General Educational Development certificate required.
• Four years of experience in a directly related field.
• Minimum eight years of related experience.
• Thorough knowledge of relevant policies, practices, and systems.

A key member of the DISH Technologies Finance team, the Business Operations Analyst elevates telecom invoice accuracy by auditing charges against contracts and orders, developing customized tracking applications, and working with vendors and the telecom management team to resolve billing disputes. Collaborating across internal Finance colleagues and external telecom vendors, the role executes continuous improvement initiatives to identify solutions for billing dispute resolution and supports purchase order requisitioning and invoice processing activities.

Key Responsibilities

• Audit telecom invoices to identify invalid charges relative to contracts and orders.
• Work with the telecom management team and external vendors to resolve billing disputes.
• Create customised tracking applications for telecom inventory and bill auditing.
• Work on continuous improvement to identify possible solutions to resolving billing disputes.
• Assist other team members with purchase order requisitioning, invoice processing, and internal financial reporting.

Education & Experience

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Minimum of three years of experience in Accounting, Finance, or Business Operations.
• Familiarity with telecom services, including Ethernet, Content Delivery Network, Public Switched Telephone Network, and other wireline services preferred.
• Experience with telecom contracts and orders as applied to rates and billing preferred.
• Proficiency in Microsoft Excel required.
• Familiarity with Google Workspace, Oracle, and Orbit Analytics preferred.

Scalable and sustainable network operations growth depends on the Business Operations Analyst, who manages service capacity, controls operational costs, and oversees the payment process to partners while creating monthly leadership reports and managing KPIs across business and operations functions. Serving as a central connector between Sales, Finance, and Product teams, the role guides process creation and optimization, benchmarks operational structures against market companies, and proposes improvements that advance operational agility across a growing business.

Ownership Areas

• Create and optimise processes and routines in the operations area.
• Manage service capacity of the network, monitoring resource management and strategic growth of partners.
• Manage operational costs to ensure sustainable business growth.
• Manage and support the structuring of new projects and solutions.
• Review structures, benchmark against market companies, and propose improvements and innovations for greater operational agility and sustainability.
• Manage the area's KPIs and propose actions to ensure delivery of results.
• Manage the payment process to partners.
• Create monthly reports for leadership.
• Work with Sales, Finance, and Product teams to ensure synergy across business and operations.

Required Qualifications

• Completed degree in Business Administration or Engineering.
• Advanced knowledge of Excel and Google Sheets for creating dashboards and analyses.
• Desirable experience in structural cost management, data analysis, and building reports and dashboards.
• Ability to develop and manage processes with strategic vision.
• Ability to work collaboratively and adapt easily to changes and company growth.
• Strong analytical and project management skills.
• Advanced English proficiency required.

As the Business Operations Analyst, this role documents business and functional requirements, supports the transition from Sales to Delivery of Services, and assures revenue recognition by monitoring timely invoicing and resolving process challenges within Advanced and Professional Services. The delivery operations team relies on this work to maintain data accuracy in the resource management system, submit third-party orders, support vendor onboarding, and ensure cost control and tracking integrity across service engagements.

Delivery Expectations

• Document business requirements, functional requirements, and design specifications.
• Support transition from Sales to Delivery of Services through data connections and reporting.
• Assure revenue recognition by monitoring and acting to ensure timely invoicing and resolving process challenges.
• Update and assure data accuracy and reporting from the resource management system to allow tracking and cost control in Advanced and Professional Services.
• Submit third-party orders, support new vendor onboarding, and supervise invoicing.

Qualifications & Experience

• Bachelor's degree in Business Management, Mathematics, Statistics, Computer Science, Engineering, Economics, or Finance.
• Experience in project management and different project management methodologies.
• Experience in business analysis is a plus.
• Strong working knowledge of relevant Microsoft applications.
• Proven analytical skills with strong attention to detail and accuracy.
• Excellent planning, organisational, and time management skills.
• Structured problem-solving ability, with the capacity to work with concepts in sophisticated processes and business plans.
• Strong communication, collaboration, and influencing skills for working with leadership.

Business Operations Analyst administers and supports Salesforce for internal users, resolving first- and second-line support cases, identifying system enhancements proactively, and acting as subject matter expert for all business processes supported in the system. The work directly supports the accuracy and reliability of business operations by testing new development work, providing user training, and ensuring functional and operational requirements are correctly translated from business needs across the organization.

Key Responsibilities

• Provide first- and second-line support, resolving and owning support cases for internal users.
• Differentiate between support and system enhancement requirements and escalate appropriately.
• Identify enhancements proactively to improve supportability, operability, or system performance.
• Test new development work with the delivery team.
• Provide user training to ensure correct and effective system usage.
• Provide occasional out-of-hours support.
• Act as subject matter expert for all business processes supported in the system.

Skills & Qualifications

• Minimum two years of experience supporting Salesforce.
• Ability to interpret business needs and translate them into functional and operational requirements.
• Strong analytical and problem-solving skills.
• Ability to adapt to change and learn quickly.
• Ability to share knowledge and contribute to a team.
• Self-starter with a proactive, flexible, and determined approach to work.
• Fluent English required; Spanish is an advantage.

The Business Operations Analyst crafts proposals for new systems and system enhancements by analyzing existing operations, estimating cost savings, and acting as liaison between management, staff, and information systems to define and communicate operational policy and financial reporting standards. Reporting to business unit leadership and working across management, project teams, and information systems stakeholders, the role builds communication tools, writes test plans, and maintains systems that track projects and data to support compliant and efficient operational delivery.

Key Responsibilities

• Define and perform systems analysis and development tasks to improve workflow and operating efficiency.
• Formulate proposals for new systems, system enhancements, and information needs by analysing existing systems and procedures and defining recommended improvements.
• Analyse costs of existing operations and estimate cost savings from proposed changes, and make recommendations based on analysis.
• Participate in the modification of existing applications or development of new applications.
• Act as a liaison and technical resource between management, staff, and information systems to define and communicate standards of operational policy, plans, customer service, and financial reporting.
• Ensure all documentation and requests comply with established policies and procedures.
• Maintain applicable systems to monitor and track projects, plans, and data, and provide reports to management as needed.
• Write test plans and perform tests of new systems and modifications to existing systems.
• Develop communication tools to ensure awareness of policies, plans, procedures, and project results.

Background & Experience

• Bachelor's degree or equivalent work experience.
• Four or more years of related experience.
• Thorough knowledge of policies, plans, procedures, products, and regulatory requirements for the assigned business unit.
• Good understanding of project management and testing methodology, including agile methodology.
• Strong analytical and forecasting skills.
• Ability to conduct business needs analysis, including scheduling meetings, planning agendas, and conferring with department leaders.
• Ability to develop test schedules, review testing plans, track test issues, and report on test results.
• Ability to manage multiple tasks and projects simultaneously and meet deadlines.
• Ability to work as part of a project team.
• Proficient in Microsoft Office and Jira.
• Effective verbal and written communication skills.

Embedded within a project-driven operations team, the Business Operations Analyst develops quantitative and qualitative data analysis, creates process maps and dashboards, and manages project metrics to sustain measurable results across current-state and future-state workflow improvements. Working closely with managers, VP sponsors, and operational staff while training front-line staff on workflow changes and new technology, the role runs logistics support coordination and best-practice research that enables project teams to meet timelines and agreed-upon key deliverables.

Day-to-Day Responsibilities

• Analyse quantitative and qualitative data throughout projects, including developing data collection strategies.
• Coordinate and prepare logistic support throughout projects, including meeting set-up, material compilation, training front-line staff on workflow changes and new technology, and partnering with vendors on timely completion of key deliverables.
• Create and maintain data dashboards and PowerPoint presentations providing up-to-date results of project progress for the project manager, team, and VP sponsors.
• Create process maps to display current-state and future-state workflows.
• Maintain established reporting structures and project metrics to ensure sustained project results.
• Identify and research best practices, benchmarking data, and supporting documentation for various topics, and brainstorm with managers throughout projects.
• Train managers and operational staff to utilise data tools and other tools as needed.
• Support project teams in structuring work and maintaining timelines and agreed-upon key deliverables.

Minimum Qualifications

• Bachelor's degree in a work-related discipline from an accredited college or university.
• Two years of progressively responsible and directly related work experience.
• Ability to analyse data, draw conclusions, and interpret results.
• Ability to plan, organise, prioritise, and meet deadlines independently.
• Ability to adapt to and deal with change and ambiguity.
• Knowledge of computer systems and software used in the functional area.
• Ability to speak and write effectively at a level appropriate for the role.
• Ability to work effectively both as a team player and as an independent contributor.
• Ability to work well with individuals at all levels of the organisation.