Operations Analyst

13 Minutes ago • 1-3 Years
Operations

Job Description

Spaulding Ridge is seeking a motivated Operations Analyst to support business needs and drive the development and improvement of operational tools and reports. The role involves validating opportunity details, ensuring project setup in CRM and accounting systems, identifying issues, solving problems, and performing data analysis. Ideal candidates will possess strong analytical and communication skills, attention to detail, and a progressive mindset for continuous improvement.
Good To Have:
  • Experience with Salesforce
  • Experience with Certinia
  • Experience with Anaplan
  • Experience with Lucid Chart
  • Experience with Jira
  • Experience with Tableau
Must Have:
  • Understand SOWs and Change Orders
  • Create projects in systems (CRM/Accounting)
  • Validate opportunity details in Salesforce
  • Ensure project setup in CRM (SF) and NetSuite
  • Identify and solve problems
  • Analytical ability
  • Excellent written and verbal communication skills
  • Manage time and priorities to meet deadlines
  • Keen attention to detail
  • Comfortable with technology and working independently
  • Continuously improve internal and client experience
  • Take ownership of responsibilities
  • Support project close-out tasks
  • Learn Salesforce and Certinia
  • Support timecard, expense, project, and permission tasks
  • Drive process improvements
  • Support and own testing/rollout of Salesforce enhancements
  • Perform data analysis to identify trends
  • Perform data hygiene tasks
  • Respond to Operations emails and resolve customer issues
  • Bachelor’s Degree in Finance, Accounting, Management, or Information Systems
  • 1-3 years related experience in Management Consulting or Operations roles
  • Strong technical skills including Excel and PowerPoint

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Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management.

At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation.

What You Will Do and Learn

We are looking for a hungry, humble, and smart Operations Analyst to join our Operations Team!

The Operations Analyst will be responsible for supporting business needs, goals, and objectives and driving the development and improvement of new and existing operational tools and reports.

Ideal candidates will be able to:

  • Understand SOWs and Change Orders and appropriately create projects in the systems
  • Validating opportunity details in Salesforce against executed contracts and ensuring appropriate project setup in the CRM (SF) and Accounting systems (NetSuite) will be a large portion of this role. Therefore experience is needed in this realm
  • Ability to identify issues and solve problems
  • Analytical ability, excellent communication skills (both written and verbal)
  • Ability to manage time and priorities to meet deadlines
  • Keen attention to detail
  • Comfortable with technology and working independently
  • Relentlessly progressive mindset to continuously improve internal and client experience
  • Takes ownership of responsibilities, working individually or with teams to accomplish goals
  • Support project close-out tasks
  • Learn Salesforce and Certinia and support any timecard, expense, project, and permission tasks that arise
  • Drive process improvements
  • Support and eventually own the testing and rollout of many enhancement requests and bugs within our Salesforce platform
  • Perform data analysis to identify trends
  • Perform data hygiene tasks
  • Respond to Operations emails and resolve customer issues in a timely manner

Qualifications:

  • Bachelor’s Degree in Finance, Accounting, Management, and/or Information Systems
  • 1-3 years related experience in Management Consulting, or Operations roles
  • Strong technical skillset including Excel and PowerPoint
  • Experience with Salesforce, Certinia, Anaplan, Lucid Chart, Jira, Tableau strongly preferred

Spaulding Ridge’s Commitment to an Inclusive Workplace

When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better.

At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.

The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to our VP of Human Resources, Cara Halladay (challaday@spauldingridge.com

). Requests for reasonable accommodation will be considered on a case-by-case basis.

Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.

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