Senior Operations Specialist - Financial Reporting, FP&A

November 30

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insightsoftware

WebsiteLinkedInAll Job Openings

Financial Reporting • Budgeting • Planning • Business Analytics • Real-Time Reporting

1001 - 5000 employees

💸 Finance

☁️ SaaS

🏢 Enterprise

💰 Private Equity Round on 2021-07

Description

• Process Optimization: Continuously assess and improve operational processes to enhance efficiency and effectiveness. • Team Coordination: Lead and coordinate activities within the operations team to ensure seamless execution of tasks and projects. • Issue Resolution: Proactively identify and address operational issues to minimize disruptions. • Resource Management: Optimize allocation and utilization of resources to meet operational demands. • Reporting: Prepare and present regular reports on operational performance and financial reporting, including insights and recommendations for improvement. • Compliance: Ensure adherence to relevant regulations and standards in all operational activities. • Change Monitoring: Track organizational changes for accurate reporting and scheduling. • Knowledge Transfer: Facilitate the transfer of knowledge to customers and stakeholders for successful ongoing operations. • Documentation Management: Create and maintain documentation, including SOPs, process flows, and skills matrices. • Problem Identification: Anticipate potential service-related issues and propose effective solutions. • Data Management: Work with various data formats (Excel, .csv, Access, SQL) to generate insightful reports, including financial forecasts. • Process Automation: Identify and propose opportunities for automation to enhance operational efficiency. • Project Management: Manage multiple projects simultaneously and establish priorities to achieve business objectives. • System Integration: Analyze data from newly acquired companies to support system integration. • User Acceptance Testing (UAT): Conduct UAT for various systems to ensure functionality and performance. • Collaboration: Work with team members and external parties to resolve Jira issues in accordance with defined SLAs. • Communication: Communicate effectively with leadership and managers to scope, develop, test, and implement reports and conversions. • Maintain ongoing communication with managers to ensure project timelines are met. • Collaborate with stakeholders through various communication channels (phone, video, Slack, email) throughout the conversion process.

Requirements

• 7-9 years of experience in operations management or related field. • Strong proficiency in MS Excel and advanced Excel skills. • Experience in financial reporting, budgeting, and forecasting. • Familiarity with month-end close processes and invoicing. • Understanding of Quote to Cash concepts and revenue recognition principles. • Knowledge of professional services activities and related administrative tools (PSA). • Ability to thrive in a fast-paced environment with strong organizational and multitasking skills. • Excellent written, oral, and presentation skills. • Solutions-focused with a creative approach to problem-solving. • Strong adaptability and ability to navigate change effectively. • Exceptional attention to detail in task and documentation management.