Operations Analyst

DataOne Systems•Dallas, TX

About The Position

The Operations Analyst supports day-to-day coordination of functional departments in support of DataOne’s mission. Working with the Sr. Manager, Enterprise Operations, this role helps improve reporting, field and project manager processes, project operations, and transactional accuracy. The position serves as a primary point of contact and subject-matter resource for project operations, while contributing to cross-functional initiatives and process improvements. Responsibilities include managing project awards and project records; supporting project operations coordinators; reviewing project compliance, invoicing, purchase orders, budgets, vendor invoices, and project closeouts; and maintaining procedures and best practices. The role also uses SharePoint and Workday data and reporting to monitor billing installments, budget accuracy, and system errors. Through research and training, the analyst will build proficiency with Workday tools to improve reporting, business processes, and stakeholder visibility. The position supports full-cycle operations across Travel/Expense, Product, and Procurement and helps implement process efficiencies and new tools.

Requirements

At least 2 years of experience in project coordination, operations, and reporting.
Proficiency in Excel, including VLOOKUP, pivot tables, and IF functions, and familiarity with Microsoft tools such as SharePoint, Word, and PowerPoint.
Experience with financial databases such as QuickBooks, SAP, Oracle, NetSuite, or Workday.
Ability to creatively solve problems.
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.

Responsibilities

Coordinate the project award process by building projects from presales documents, processing change orders, generating project invoices, and maintaining project data.
Own project operations processes and assist project operations coordinators, seeking feedback or assistance from the Sr. Manager, Enterprise Operations as needed.
Serve as the primary point of contact for project operations, including project and contract compliance, customer invoicing and purchase order discrepancies, project structures, travel and expense billing practices, and accuracy of customer contracts and projects.
Develop and maintain documentation on project operations procedures and best practices.
Pull cross-functional reports as needed for scenarios and side projects.
Represent the project operations team on initiatives affecting cross-functional departments, including integration projects, Workday releases, and new reports.
Develop proficiency in Workday custom reports, custom fields, business process edits, discovery boards, and Drive to improve reporting, processes, and stakeholder visibility.
Review project-related vendor invoices entered by Accounting and verify ledger coding to the correct projects before approval.
Monitor, analyze, validate, report on, and take action regarding project data in SharePoint and Workday, including open billing installments, budget accuracy, and system errors.
Build an understanding of Travel/Expense, Product, and Procurement operations to support process efficiencies and new tool implementations.
Identify and promptly resolve operational process problems.
Respond to project manager inquiries about project budgets, change orders, baseline budgets, Workday questions or user errors, and project build approaches.
Verify completed projects’ financial compliance and move them to closed status according to provided standards, dashboards, and reports.