Incisive Consultants

Operations

• Drive transparency in performance by building unified reporting frameworks across financial, operational, and people metrics.
• Lead, coach, and develop the Operations team, fostering a culture of accountability, collaboration, and continuous improvement.
• Translate company goals into operational roadmaps, ensuring clear ownership, deliverables, and measurable outcomes.
• Establish department KPIs and reporting cadence to track operational health and support executive decision-making.
• Partner with executive leadership on strategic planning, annual budgeting, and scaling infrastructure for growth.
• Maintain a balance of strategic oversight and hands-on execution, ensuring operational excellence at all levels.
• Own execution and continuous improvement of all core business operations.
• Optimize internal processes to increase efficiency and cross-functional alignment.
• Maintain reporting dashboards, reconcile data across systems, and synthesize insights for leadership.
• Ensure operations can support scalability, compliance, and accountability across departments.
• Own development of company-level financial dashboards and reporting systems, integrating data from accounting (Zoho Books), CRM, and other data sources.
• Build monthly financial reporting packages and forecast models to inform strategic decisions, department budgets, and hiring plans.
• Partner with the Leadership to analyze trends, project future growth scenarios, and identify margin improvement opportunities.
• Implement automated reporting workflows and maintain KPI dashboards tracking company performance, utilization, revenue per consultant, and operating margin.
• Create models to assess ROI of new initiatives, headcount additions, and vendor investments.
• Translate complex financial data into clear, actionable insights for non-financial stakeholders.
• Ensure timely reconciliation, tax compliance, and audit readiness.
• Establish and refine financial controls, approval processes, and reporting standards to strengthen fiscal accountability.
• Lead monthly P&L reviews, identifying variances and recommending course corrections.
• Oversee Accounts Receivable, ensuring accurate timesheets, expenses, invoicing, and payment tracking.
• Manage Accounts Payable and vendor relationships, negotiating terms and driving cost efficiency.
• Supervise payroll operations, ensuring compliance and accurate benefits administration.
• Oversee all aspects of employee lifecycle management including onboarding, offboarding, and engagement programs.
• Monitor employee satisfaction and retention, implementing initiatives to strengthen company culture and morale.
• Partner with leadership on workforce planning, performance management, and policy development.
• Serve as point of escalation for HR issues and compliance concerns.
• Ensure benefits programs and employee resources remain competitive and well-managed.
• Review client contracts for insurance, compliance, and policy alignment.
• Maintain company compliance with multi-state employment laws and healthcare industry standards.
• Oversee risk management practices, data protection, and documentation requirements.
• Supervise administration of all internal tools (ClickUp, Zoho, Slack, etc.), ensuring optimal adoption and integration.
• Manage vendor relationships for tech support and security services.
• Lead implementation of automation and workflow optimization across departments.
• Maintain accurate hardware inventory and security practices for company devices and data.
• Oversee execution of marketing initiatives such as LinkedIn content, press releases, award submissions, and internal recognition.
• Drive completion of case studies and client success stories.
• Ensure the company website and brand assets are accurate and aligned with strategic messaging.
• Collaborate with leadership and external partners on brand visibility and positioning.

Director of Operations

Analyst

• Cadence analyst primarily responsible for supporting a Decision Tree project at a multi-state health system already live on Epic.
• Ideal candidates will have experience bringing a children's hospital live with Decision Trees for their specialties.

Cadence Analyst, Decision Tree Expert

• HB analyst primarily responsible for maintaining/supporting a multi-state health system post-Epic implementation.

Director of Operations

Cadence Analyst, Decision Tree Expert

HB Analyst