Strategic Operations Expert

1 month ago


Hyderabad, Telangana, India insightsoftware Full time

Job Title: Senior Operations Specialist

Job Summary:

We are seeking a detail-oriented Senior Operations Specialist to join our team at insightsoftware. The ideal candidate will have a strong background in financial reporting, budgeting, and forecasting, with experience in month-end close processes and invoicing. Excellent communication and problem-solving skills are essential for this role.

Key Responsibilities:

  • Monitor and track organizational changes for accurate reporting and scheduling
  • Ensure successful ongoing operations with knowledge transfer to customers and stakeholders
  • Create, update, and maintain documentation, SOPs, process flow, mapping, and skills matrix
  • Identify professional service problems beforehand and propose solutions to resolve
  • Collaborate with staff to vice-president level employees within and across functions and external parties
  • Work with various data formats, including Excel spreadsheets, CSV files, Access databases, and extracts from SQL Server or other relational databases
  • Understand requirements and create reports accordingly, including forecast reports and financial reports for Professional Services
  • Work on ad-hoc reports data as required
  • Successfully automate existing processes and propose new ideas/solutions
  • Facilitate business process design and development to leverage rapid response capabilities
  • Manage multiple projects and establish priorities
  • Analyze base data of newly acquired companies for system integration purposes
  • UAT for various systems
  • Work with other team members on Jira issues, as per SLA defined by the Leadership team

Communication:

  • Communicate with Leaders and/or insightsoftware managers to scope, develop, test, and implement conversions/reports
  • Effectively communicate with Managers to keep projects on target
  • Continually drive improvements in processes
  • Collaborate via phone, video conference, Slack, and email with stakeholders throughout the conversion process

Qualifications:

  • 5-9 years of experience
  • Strong MS Excel/Advanced Excel knowledge/Skills
  • Experience in Financial Reporting, Budgeting, and Forecasting
  • Experience in Month-End close processes and invoicing processes
  • Clarity on Quote to Cash concepts and Understanding of Revenue Recognition
  • Understanding and experience of Professional Services activities
  • Administrative experience with any Professional Services Automation systems (PSA)
  • Ability to perform tasks in a fast-paced environment
  • Understanding of Power BI desktop and services and SQL, databases
  • Excellent written, oral, and presentation skills
  • Solutions-focused approach to creative problem-solving
  • Strong organizational and multi-tasking skills required to successfully lead in a fast-paced work environment
  • Ability to determine priorities on a daily basis to achieve business objectives


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