Strategic Operations Expert
1 month ago
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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