Operations Analyst

DataOne Systems•Dallas, TX

13d

About The Position

The Operations Analyst coordinates day-to-day activities across functional departments in support of DataOne’s mission. Working with the Sr. Manager, Enterprise Operations, the role supports reporting, profitability analysis, Adaptive Planning, project operations processes, and transactional accuracy. The analyst owns recurring operational and profitability reporting, supports Adaptive Planning users and data validation, and monitors project data in SharePoint and Workday. The role also supports project awards, change orders, invoicing, project setup and maintenance, and project financial closeout. As a project operations super user and liaison, the analyst assists stakeholders with compliance, customer invoicing and purchase-order discrepancies, project structures, budgets, and Workday questions. The position also documents procedures, contributes to cross-functional initiatives, reviews project-related vendor invoices for accurate ledger coding, and identifies and resolves process issues.

Requirements

At least 2 years of experience in operations, reporting, financial analysis, or project coordination.
Proficiency in Excel, including VLOOKUP, pivot tables, and IF functions, and other Microsoft tools such as SharePoint, Word, and PowerPoint.
Experience with financial databases such as QuickBooks, SAP, Oracle, NetSuite, or Workday.
Ability to analyze data and clearly explain findings to non-technical stakeholders.
Ability to solve problems creatively.
Strong interpersonal skills and resourcefulness.
Ability to work independently in a responsive, timely, and organized manner.
Well-developed communication and customer relationship skills.
Team-oriented approach and ability to work effectively with multiple work groups.

Nice To Haves

Experience with Adaptive Planning or a similar planning tool.
Experience with reporting tools such as Power BI, Tableau, or SQL.

Responsibilities

Own recurring operational and profitability reporting, including project and contract margin, budget versus actuals, and open billing installments; provide analysis and recommendations to leadership.
Provide first-line support for Adaptive Planning, answer user questions, validate data, and reconcile plan figures to Workday actuals.
Monitor, analyze, validate, report, and take action on project data in SharePoint and Workday related to open billing installments, budget accuracy, and system errors.
Develop proficiency in Workday reporting and related features to improve reporting, business processes, and stakeholder visibility.
Prepare cross-functional reports as needed and for side projects.
Support the project award process by building projects from presales documentation, processing change orders, generating project invoices, and maintaining project data.
Assist project operations coordinators with questions and escalate to the Sr. Manager, Enterprise Operations for feedback or assistance as needed.
Serve as a super user and point of contact for project operations, including contract and project compliance, customer invoicing and purchase-order discrepancies, project structure, travel and expense billing practices, and contract and project accuracy.
Develop and maintain documentation for reporting and project operations procedures and best practices.
Represent the operations team on cross-functional initiatives, including integration projects, Workday releases, Adaptive Planning changes, and new reports.
Review project-related vendor invoices entered by accounting and verify ledger coding to the correct projects before approval.
Develop a thorough understanding of full-cycle team operations, including Travel/Expense, Product, and Procurement, to support process efficiencies and new tool implementations.
Identify operational process problems and resolve them promptly.
Act as the primary liaison for project manager questions about project budgets, change orders, baseline budgets, Workday project-system questions or user errors, and project build approaches.
Verify completed projects meet project financial standards and move them to closed status using provided standards, dashboards, and reports.