Senior Financial Operations Analyst
Jobtailor
Responsibilities 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. 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. 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. Support automation initiatives that improve efficiency, accuracy, and employee experience. Drive a culture of continuous improvement through data-driven problem solving and operational excellence practices. Support SOX compliance, audit activities, and process documentation efforts. Requirements Bachelor's degree in business, Finance, Accounting, Information Systems, or a 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. #J-18808-Ljbffr
$88.9k - $155.5k
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$105.4k - $124k
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$93.5k - $115k
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