Senior Financial Operations Analyst
Core
Senior Financial Operations Analyst driving process excellence, order-to-cash optimization, and operational analytics to bridge Finance, Sales, IT, and Operations.
Role type
Senior IC financial operations analyst (process excellence & analytics)
Builds
Scalable operational solutions, process automation, and data-driven insights for the insurance technology sector
Domain
Insurance technology / Financial Operations / Process Improvement
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Process improvement, order-to-cash workflows, Salesforce, cross-functional project leadership, analytical problem solving, system requirements definition, KPI reporting, SOX compliance support
Preferred skills
Billing platforms, ERP systems, CaptivateIQ, Lean Six Sigma, system integrations, Power BI, AI-enabled analytics tools, advanced Excel
Technologies
Salesforce, CaptivateIQ, Power BI, Copilot, Excel
Responsibilities
Lead end-to-end process improvement initiatives across order processing and billing; Partner with IT to define requirements and implement technology-enabled solutions; Develop productivity metrics, dashboards, and KPI reporting; Support automation initiatives and evaluate emerging AI capabilities; Support SOX compliance and audit activities
Seniority
Senior, hands-on IC
