Senior Operations Analyst

ACUMEN LLC•Mesa, AZ

2d•$85,000 - $95,000

About The Position

Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify. The Senior Operations Analyst is cross-functional project leader focused on enhancing the profitability and efficiency of the company. This analyst role drives strategic improvement and cross-functional collaboration projects by leveraging data analysis, process evaluation, and performance metrics to optimize cash flow and supporting Acumen’s long term financial health.

Requirements

Bachelor’s degree in Business Administration, Analytics, Operations Management or related field
Six Sigma Green Belt Certified
5+ years of experience in operations analysis, process improvement, or business consulting
Advanced proficiency in Power BI, including DAX, Power Query, and data modeling
Excellent analytical, problem-solving, and communication skills
Experience in process documentation, requirements gathering, and workflow redesign
Ability to balance hands-on data work with strategic thinking and cross-functional collaboration
Change management and stakeholder facilitation experience

Nice To Haves

Experience with SQL, Excel, and other data analysis tools
Exposure to automation tools (Power Automate, Alteryx, etc.) or system integration projects
Familiarity with project management methodologies (Agile, Scrum, or Waterfall)
Proficient in Microsoft Visio

Responsibilities

Define and document functional and technical reporting requirements; work with data engineering teams to ensure data sourcing, transformation, and model design meet analytical and process improvement objectives
Serve as the liaison between business operations and data engineering, translating business objectives into technical requirements and ensuring alignment
Leverage tools like Excel and Power BI to surface insights, track trends, and support data-driven decisionmaking, with a focus on identifying actionable opportunities for efficiency
Setting and monitoring key performance indicators, and communicating trends and risks
Employ advanced analytical tools and methodologies to develop forecasts and models that predict potential future challenges in billing
Serve as a strategic partner to operational teams by understanding challenges faced and proposing technology solutions to improve efficiency or accuracy
Conduct end-to-end assessments of workflows, systems, and operations to identify inefficiencies, bottlenecks, and risks
Provide actionable insights and recommendations that inform leadership decisions and help prioritize operational initiatives
Maintain current-state process documentation to support governance, risk management, and operational transparency
Apply advanced root cause analysis (RCA) and data-driven techniques to uncover systemic issues and trends
Lead the design and implementation of new processes, ensuring alignment between systems, people and data
Develop and document future-state process designs that align with business goals and best practices
When short-term technology solutions are needed, build out solutions using available resources such as Excel, Power Automate and Power BI
Create process documentation, create training materials and communications to support adoption and change management
Facilitate process reviews and team retrospectives to capture lessons learned and continuously improve execution
Build reporting to capture key performance indicators to measure performance trends of new processes
For departmental or enterprise-wide technology implementations, partner with the developing teams to understand the new system, advocate for the needs of the Finance department and build sustainable processes to support the new system
Build and leverage strong relationships across departments to understand business challenges, influence decision-making and drive the adoption of new processes and systems
Identify operational risks and control gaps, and collaborate with operational teams to measure and mitigate risk
Serve as a champion for change, helping teams adopt new processes, technology and reporting tools
Facilitate education and feedback sessions to ensure cross-functional alignment, opportunities for feedback and foster a culture of continuous improvement