Support client servicing operations, ensuring efficient business processes, accurate reporting, and effective data management
Weekly and monthly NetSuite hours reporting support
Generates, reviews, and distributes reports, validates data and ensures data accuracy
Cyclical (monthly or quarterly) hours and revenue review with project teams
Gathers data, validates with project teams, conducts meetings to forecast future hours and revenue, and flags issues
Owns the data transfer to NetSuite or finance spreadsheets
NetSuite/CRM data entry, assisting with validation and input of data into NetSuite
Coordination with internal departments to manage data and processes
Supports launch, implementation, and ongoing maintenance of enhanced CRM
Conduct ad hoc operations analysis to support internal business areas
Participates in other projects and duties as assigned

Requirements

Bachelor’s degree in business or a related field required
MBA preferred
5+ years professional work experience in operations planning, modeling, analysis, and metrics for professional services
Outstanding analytical skills, mathematical skills, quantitative modeling skills and business analytics understanding/skills
Experience in healthcare industry preferred
High-level proficiency with analytical systems/tools e.g., Excel and other Microsoft Office 365 tools (Word, PowerPoint, etc.)
Desired proficiency with data visualization tools, preferably PowerBI
Proficiency in ERP and CRM tools
Ability to act independently, with limited oversight, on tasks and deliverables as needed
Ability to work well with others in teams and build relationships with staff throughout the firm, at multiple levels
Exceptional written, oral, and graphical presentation/communication skills
Ability to multi-task, managing multiple, complex projects at once
Detail-oriented with excellent organizational skills
Ability to meet deadlines and manage time appropriately
Flexibility to take on a wide range of projects

Benefits

eligible to participate in our annual Corporate Incentive Plan (CIP) that can range to up to 7% of annual salary
group healthcare plans that offer medical, dental, and vision
insurance plans offering short-term disability, long term disability, and basic life
401k plan provided they meet plan requirements
Flexible Time Off that allows employees to use what they need
10 paid holidays throughout the calendar year
paid time off for qualifying medical leave
up to 12 weeks of combined paid parental and bonding leave

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data managementdata validationoperations analysisquantitative modelingbusiness analyticsdata visualizationNetSuiteCRMExcelMicrosoft Office 365

Soft Skills

analytical skillsmathematical skillscommunication skillsorganizational skillsteamworkindependencemulti-taskingrelationship buildingattention to detailtime management

Certifications

Bachelor's degreeMBA