Operations and Automation Analyst, EDO

Job Summary

The Operations Analyst is an entry level role responsible for supporting operational reporting, process improvement automation, and the implementation and ongoing support of a professional services automation (PSA) platform.

What You’ll Do

• Process Automation and Operational Improvement:

  • Assist key stakeholders with documenting current state processes, identifying manual or repetitive business processes, translating requirements into an improved process or technology solution, and developing future-state workflows.
  • Build, test, deploy, and maintain workflow automation using tools such as Microsoft Power Automate.
  • Troubleshoot and maintain existing workflows and automations.
  • Perform testing and validation of new processes and automated solutions prior to deployment.
  • Create and maintain process documentation, workflow diagrams, procedures, and other operational documentation.
  • Support continuous improvement initiatives.
  • Assist with additional projects and initiatives as assigned by your manager.

• Reporting and Analytics:

  • Develop and maintain recurring operational reports and dashboards.
  • Create reports supporting key operational KPIs and management decision-making.
  • Validate report data for completeness and accuracy.
  • Assist with identifying opportunities to automate recurring reports and reporting processes.
  • Help transition existing reporting processes into standardized and automated reporting solutions where appropriate.
  • Support future reporting requirements associated with the PSA platform.

• PSA Implementation Responsibilities: The Business Operations & Automation Analyst will be an active member of the team responsible for implementing a new professional services automation platform.

  • Assist in the system administration and maintenance of a (PSA) Professional Services Automation tool, (currently Monday.com) including:
    • PS Opportunity and/or Project creation and maintenance.
    • Understanding PSA and the data structures to pull relevant data into reports or dashboards.
    • Create, design, deliver and maintain processes and specifications as requested by PS leadership
    • Prepare and present reports, dashboards, and recommendations based on data analysis.
    • Provide training and guidance to team members on operational processes and tools when necessary.
    • Other responsibilities as assigned
    • Predict resources needed to reach objectives and manage resources in an effective and efficient manner; identify and bring in resources as required for quick response to client issues raised during the implementation phase.

Skills & Experience

Required:

• Bachelor's degree and/or one to three years of relevant professional experience in business analysis, reporting, process improvement, automation, professional services operations, or related field.
• Fluent, proficient written and spoken English with the ability to communicate effectively with global teams and senior leadership.
• Experience supporting business process automation or workflow development.
• Working knowledge or hands-on experience with Microsoft Power Automate & Power BI.
• Familiarity with Microsoft Copilot or other AI platforms
• Advanced Microsoft Excel skills.
• Strong analytical and critical thinking skills.
• Strong attention to detail and commitment to data accuracy.
• Ability to work with guidance while developing increasing independence and ownership.
• Ability to organize and manage multiple assignments and priorities.
• Ability to support US working hours (Central Time Zone)

Education: Bachelor’s degree in a relevant field such as Business Administration, Business Analytics, Information Technology, Computer Science, Engineering, or a related discipline.