Operations and Planning Specialist
About The Position
The Operations and Planning Specialist oversees and optimizes strategy, planning, and financial operations within the department. Key areas include budget planning and tracking, invoice processing, contract management, and forecasting. The role also supports operational projects, process improvements, and strategic initiatives that advance the effectiveness of the COE function. The specialist supports HR operations by managing budget activity, preparing data-driven reports and dashboards, assisting with forecasting, processing HR-related invoices, and overseeing vendor, consultant, and service-provider contracts. The position partners with Finance and Procurement to support policy alignment, compliance, and controls. It also contributes to HR program and systems rollouts, cross-functional projects, annual planning, and leadership decision-making through analysis and preparation of materials. The position is based in Atlanta, Georgia, and is onsite, with a hybrid option based on business needs. Travel of less than 10% may be required.
Requirements
- Bachelor’s degree in business, finance, HR, or a related field.
- At least 2 years of professional experience with financial planning and analysis.
- Strong understanding of budgeting, forecasting, and financial tracking practices.
- Ability to work independently with a high level of autonomy and discretion.
- Initiative in identifying process-improvement opportunities and solving problems.
- Advanced Microsoft Office skills.
- Ability to clearly and concisely present complex information.
Nice To Haves
- Three to five years of experience managing budgets, financial planning, and analysis.
- Experience working in Operations or an HR function.
- Experience with data visualization tools such as Power BI or Tableau.
- Familiarity with facilities ticketing or request systems such as ServiceNow.
Responsibilities
- Assist in managing the department’s budget by tracking actuals, reconciling discrepancies, and reporting variances.
- Develop and deliver data-driven reports and dashboards that turn financial and operational information into actionable insights for stakeholders.
- Support short- and long-term budget forecasting aligned with business goals.
- Process and track HR-related invoices, ensuring timely approvals and payments in coordination with Finance.
- Oversee contract lifecycle management for HR vendors, consultants, and service providers.
- Partner with Finance and Procurement to support alignment with policies, compliance requirements, and controls.
- Lead and support HR operational initiatives, including process design, documentation, and continuous improvement.
- Assist with developing and rolling out new HR programs, tools, and systems.
- Collaborate with EHI team members on cross-functional projects with financial or operational components.
- Analyze spending and operational efficiency to identify trends, risks, cost-saving opportunities, and resource-optimization opportunities.
- Support annual planning, including budget and headcount planning, vendor renewals, and resource allocation.
- Prepare leadership materials and summaries to support decision-making and strategic planning.
- Promote continuous improvement and execute improvement projects.
- Maintain open and effective communication with stakeholders, providing updates and insights on financial operations.
Benefits
- Comprehensive health benefits starting on day one.
- Student loan repayment assistance and reimbursement programs.
- Family-focused benefits.
- Wellness incentives.
- Ongoing mentorship, development, and leadership programs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
