Business Intelligence & Operations Analyst

Sage Veterinary Imaging•Round Rock, TX

About The Position

The Business Intelligence & Operations Analyst uses data, technology, and financial analysis to improve business performance, streamline operations, and support growth. Reporting to the COO, this hands-on role develops business intelligence tools, financial models, and operational forecasts while supporting financial processes, vendor coordination, and management reporting. The Analyst works with hospital managers, executive leadership, and the finance/CFO team to connect financial and operational data and understand how changes in services, staffing, capacity, and costs affect the business. The role builds dashboards, KPI scorecards, management reports, and automated reporting; integrates financial, clinical, staffing, and operational data; and uses AI, BI, and automation tools to improve workflows, develop predictive models, and identify trends. It also supports financial operations and reporting, business planning and forecasting, vendor management, and operational improvement. The Analyst communicates findings, risks, and recommendations to leadership and helps managers make informed decisions. The position requires a master's degree in a relevant field and at least three years of related experience. The role may be performed from the Round Rock location or remotely; candidates are invited to discuss the work arrangement.

Requirements

Master's degree in Business Analytics, Finance, Accounting, Business Administration (MBA), Information Systems, or a related field.
At least 3 years of experience in business intelligence, operations analysis, financial analysis, or a related role.
Advanced Excel or Google Sheets skills, including financial modeling, forecasting, and data analysis.
Experience developing dashboards, automated reports, integrated data models, and financial pro formas.
Proficiency with Zoho Analytics or comparable BI platforms such as Power BI, Tableau, or Looker Studio.
Demonstrated ability to use AI and automation tools to solve business problems.
Working knowledge of financial reporting, budgeting, billing processes, and operational performance metrics.
Strong analytical judgment, problem-solving, organization, and communication skills.
Ability to work independently and collaborate across executive, finance, and operational teams.

Nice To Haves

Experience with Zoho Analytics, SQL, APIs, or data integration tools.
Experience developing predictive models, automated workflows, or operational alerts.
Healthcare, veterinary, multi-location, or service-based business experience.
Experience with capacity planning, workforce modeling, or service-line profitability.
Familiarity with reimbursements, billing audits, commission calculations, and vendor contracts.

Responsibilities

Build dashboards, KPI scorecards, management reports, and automated reporting using Zoho Analytics.
Integrate financial, clinical, staffing, and operational data to analyze revenue, profitability, utilization, productivity, and performance.
Use AI, business intelligence, and automation tools to improve workflows, develop predictive models, and identify operational trends.
Translate data into actionable insights, recommendations, and alerts for business decisions.
Prepare employee reimbursements and verify supporting documentation, accuracy, and approvals.
Audit billing, service codes, charges, and commission calculations, and coordinate corrections as needed.
Collaborate with the finance/CFO team and outsourced accounting partners on AP/AR, reconciliations, and financial reporting.
Support hospital managers with revenue analysis, expense monitoring, financial reporting, and performance improvement.
Develop financial and business SOPs, approval workflows, and reporting procedures.
Build financial pro formas and forecasts for new products, service lines, staffing, equipment investments, expansion, and growth initiatives.
Evaluate projected revenue, costs, profitability, demand, and return on investment.
Model how changes in case volume, pricing, service mix, and staffing affect operational capacity and financial performance.
Identify thresholds and dependencies that may trigger additional staffing, equipment, scheduling capacity, or workflow changes.
Communicate financial and operational implications, risks, and recommendations to leadership.
Support budgeting, scenario analysis, and business planning with the finance/CFO team.
Coordinate vendor relationships, pricing reviews, contract terms, renewals, and service performance.
Maintain contract records, monitor obligations, and analyze vendor costs and savings opportunities.
Partner with hospital managers on vendor needs, operational issues, and contract-related decisions.
Support negotiations and contract recommendations in coordination with the COO.
Develop and implement tools, automation, and standardized processes to improve operational efficiency and accountability.