Consulting Operations Analyst

Press Ganey•Provo, UT

3d•$76,000 - $100,000•Hybrid

About The Position

The Consulting Operations Analyst plays a critical role in supporting our consulting organization by proactively analyzing project financial, operational, and resource data to identify trends, risks, and inconsistencies that may impact revenue forecasts and business performance. Working closely with Consulting Engagement Leaders, Finance, and Operations teams, this individual validates project assumptions, investigates variances, and ensures forecasts accurately reflect current project conditions. The analyst serves as an independent analytical partner, providing leadership with confidence in forecast accuracy while identifying opportunities to improve operational efficiency, reporting, automation, and business processes.

Requirements

5+ years of experience in Financial Planning & Analysis (FP&A), Consulting Operations, Business Operations, Business Systems, Financial Analytics, or a related analytical function.
Advanced to expert-level Microsoft Excel skills, including complex formulas, data modeling, pivot tables, Power Query, reporting automation, dashboard development, and VBA/macros.
Demonstrated experience developing executive dashboards, KPIs, and automated reporting solutions that drive business decision-making.
Proven ability to analyze large project portfolios and translate financial, operational, and resource data into actionable business insights.
Strong financial acumen with experience supporting forecasting, budgeting, revenue analysis, profitability analysis, and performance reporting.
Exceptional analytical, organizational, problem-solving, and communication skills, with a high level of attention to detail.
Ability to manage multiple priorities and meet deadlines in a fast-paced, highly collaborative environment.
Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, Economics, Business Administration, or a related field.

Nice To Haves

Experience with professional services, consulting, or project-based organizations preferred.
Experience with Kantata (formerly Mavenlink) and Dynamic Insights preferred; however, comparable project management and professional services automation (PSA) platform experience will also be considered.
Experience with Power BI, Tableau, or other business intelligence and data visualization tools is a plus.

Responsibilities

Serve as a Kantata power user, supporting system administration, reporting, data governance, user adoption, and best practices while ensuring the integrity and consistency of project and financial data.
Develop, maintain, and optimize reports, executive dashboards, KPIs, and portfolio analytics that provide actionable insights to leadership.
Support consulting revenue forecasting by monitoring project scope, schedules, budgets, staffing, utilization, billing, and other key drivers that impact revenue recognition and profitability.
Analyze and audit project performance to proactively identify forecast risk by reconciling engagement leader projections with underlying financial, operational, and resource data.
Identify inconsistencies, challenge assumptions, quantify financial impacts, and provide leadership with prioritized recommendations for corrective action.
Perform financial and operational analyses, including forecast-to-actual reporting, backlog analysis, utilization trends, margin performance, billing readiness, revenue leakage, and other key business metrics.
Prepare executive-level presentations and visual reporting that translate complex data into meaningful business insights and recommendations.
Design and implement automation solutions using Excel, Power Query, VBA, and other reporting tools to streamline processes, improve data quality, reduce manual effort, and increase operational efficiency.
Conduct routine audits of project and performance data to ensure accuracy, consistency, and compliance with reporting standards.
Partner with Finance, Sales, Consulting Leadership, and Operations teams on budgeting, forecasting, operational planning, strategic initiatives, and continuous process improvement efforts.
Train and support users on Kantata reporting, dashboards, and best practices while maintaining documentation, governance standards, and reporting procedures.
Successfully manage multiple priorities, recurring reporting deadlines, and ad hoc executive requests with a high degree of accuracy, organization, and attention to detail.