Serve as the primary financial operations resource for Decision Optimization project teams
Partner with Inizio Finance to support monthly revenue recognition, invoicing, forecasting, accruals, and financial reporting
Monitor project financial performance including revenue, margin, utilization, and profitability
Prepare monthly financial reporting packages, including budget-to-actual analyses and variance commentary
Support annual budgeting, quarterly forecasting, and long-range financial planning activities
Track purchase orders, client billings, and project reconciliations
Support accounts receivable tracking and assist with collection activities as needed
Assist leadership with pricing support for new business opportunities and contract modifications
Support operational planning activities, including resource forecasting and staffing visibility
Coordinate with shared services partners to facilitate smooth execution of finance and operational processes
Analyze financial and operational data to identify trends, risks, and opportunities
Develop executive-level reporting and presentations for business leadership

Bachelor's degree in Accounting, Finance, Business Administration, Economics, or related discipline required
2–5 years of experience in financial analysis, project accounting, finance operations, or business operations
Experience supporting professional services, consulting, healthcare, or life sciences organizations preferred
Experience with budgeting, forecasting, and financial reporting
Advanced Microsoft Excel skills
Experience with Oracle, NetSuite, or other ERP systems preferred
Strong PowerPoint and executive presentation skills
Excellent analytical and problem-solving skills
Strong financial acumen and business curiosity
Ability to communicate effectively with finance and non-finance stakeholders
Strong organizational skills with the ability to manage multiple priorities
Detail-oriented while maintaining focus on broader business objectives
Ability to work independently within a fast-paced, entrepreneurial environment

Business Operations Analyst

Key skills