Operations Senior Analyst Job Description

Operations Senior Analyst Job Description

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Operations senior analyst provides banking and cash management analytics/reporting KPIs (e.g., bank fees, current cash, outstanding debt, signers, electronic banking platforms, etc.).

Operations Senior Analyst Duties & Responsibilities

To write an effective operations senior analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included operations senior analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Ensure entry and exit criteria of the UAT test phase are met
Assist with the implementation of the project and realization of business benefits as they are outlined in the business case
May prepare internal/external communication plan
Identify risks/issues, develop/recommend mitigation strategies and escalate them to the Project Manager and Senior Operations Manager
Facilitate small to large cross-functional meetings and conduct information gathering sessions
Provide support to key stakeholders and partners through active participation in cross functional teams
Support Project Manager by participating in weekly status meetings
Provide timely updates on project issues and deliverables to Senior Operations Manager, Project Manager and/or Project Coordinator
Implement formal and informal routines for planning, monitoring & reporting with key stakeholders
Developing and Coaching

Operations Senior Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Operations Senior Analyst

List any licenses or certifications required by the position: CISSP, CEH, GIAC, CHFI, PMP, APICS, ITIL, SANS, ISTQB, HR

Education for Operations Senior Analyst

Typically a job would require a certain level of education.

Employers hiring for the operations senior analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Technical, Associates, Education, Guidance, Finance, Accounting, Business/Administration, Management, Computer Science

Skills for Operations Senior Analyst

Desired skills for operations senior analyst include:

Excel
Our products
Processes and banking systems
Contracting process
Geneva
InvestOne and/
Metrics
Private Debt Loan Market
Bank debt processing functionality using the Geneva fund accounting system
Financial terms

Desired experience for operations senior analyst includes:

Possesses a university degree/college diploma and/or 4 to 6 years progressive business analysis experience, supporting smaller to medium size projects
Communicates easily with varying stakeholders in controlled situations
With assistance from VPC, follow through and complete investigations for trades that have been identified as having valuation differences that have breached prescribed tolerance levels, as set out in the Bank’s Policies and Procedures (P&Ps) in the Capital Markets Financing Guideline (CFMG) for OTC Derivatives and Repo/ Reverse Repo Financing Guideline
Act as SME to translate business objectives into plans that can be implemented for small initiatives, including process redesign to compliment the change management/ product support strategy for CMG Reconciliation Team, adhering to and maintaining established standards and practices
Familiar with established process analysis and improvement tools is an asset, Algo collateral system / Sentry collateral management database
Successful candidate will be a dynamic, creative, and self-driven with an outgoing personality

Operations Senior Analyst Examples

1

Operations Senior Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of operations senior analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for operations senior analyst
  • Design and implementation of new tools and reporting by defining, collecting, and developing key metrics in support of the business, company initiatives, and strategies
  • Take corrective action to improve data network or voice performance
  • Analyze as is business and IT processes
  • Executive Reporting including developing and delivering the monthly and quarterly executive reports and presentations
  • Pre-confirm Securities settlements with internal and external counterparties
  • Responsible for the accurate and timely completion of automated and manual position, cash and transactional reconciliation
  • Coordinate pricing activities
  • Responsible for day-to-day operations support to Business Units (BU) and their supporting areas, the Help Centres and Project teams
  • Drive data quality
  • Enhance and update documentation and presentation of existing [domain] data standards as needed/directed
Qualifications for operations senior analyst
  • Knowledge of treasury accounting topics including foreign exchange, hedging, investment, valuation, impairment, debt
  • Aptitude for systems, data flows, and reconciliations
  • Ability to independently and simultaneously manage various tasks and projects and work under tight deadlines
  • Broad understanding of and passion for US and international tax law,OECD transfer pricing principles
  • Excellent communication skills, possessing the ability to effectively deal with individuals from across the business external client and service provider relationships at all levels
  • 10+ years business analyst and project management experience
2

Operations Senior Analyst Job Description

Job Description Example
Our company is looking for an operations senior analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for operations senior analyst
  • Ad-hoc programmes directed at sales growth, including provision of data for marketing campaigns
  • Contracts handling, audit compliance, scanning and filing
  • The MI analyst will support the development and maintenance of a reporting framework for the provision of information to their clients
  • To assist other areas in ensuring that the framework meets formal planning, regulatory, or other reporting requirements
  • To participate in Testing and automation activities
  • To document all data processes and ensure that all working practices have been audited and signed off
  • Identifies, obtains and runs models, simulations and other tools required to conduct analyses
  • Develop, create, manage, and distribute channel wide/project reporting and employee/team scorecards utilized by online channel’s leaders, Agents, corporate support teams, and 3rd party vendors to manage new and efficiency initiatives, new business growth projects, and the day to day business
  • Ad-hoc project work to be completed
  • Designs documents and analytical tools that assist with reports to easily comprehend the data, such as dashboards, statistics, graphs, images and lists
Qualifications for operations senior analyst
  • An achiever and ambitious team player, with a strong desire to succeed, innovative, hard working, client focused, enthusiastic and motivated
  • Bachelor's Degree in Accounting, Finance, Business Management or related field required
  • Extensive experience and knowledge of the program objectives and management of HQ USSOCOM
  • Prior experience in application of discrete or Monte Carlo simulations of military operations
  • Statistical or mathematical modeling, design of experiments, and/or optimization knowledge
  • Knowledge of multi-disciplinary engineering processes including design and system engineering
3

Operations Senior Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of operations senior analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for operations senior analyst
  • Oversee and report on the servicing transfer and new loan boarding process
  • Manage the Bulk Purchase Integration relationship and oversee the processes between Post Closing and Operations to oversee timely and accurate bulk purchase transfers into the Bank portfolio
  • Evaluate and execute on enhanced processes throughout the Mortgage Servicing Operations for Special Loans and Transfers and for Document Management and the Post Closing Program
  • Oversee the HELOC and CMG Loan Portfolio's to provide oversight and non-delegated decisioning to our sub-servicer
  • Primarily responsible for managing complete lifecycle and development of deal execution process including on-time delivery of high quality solutions & proposals aligned with customer outcomes and business profitability / risk profiles
  • Ensure seamless delivery and execution of programs within the CSSC/MSSC/GSO
  • Manages special projects as assigned by Management team
  • Meets deadlines and turnaround times set by Management staff which may, at times, require an employee to work extended hours until completion of project
  • Responsible for the Resource Opportunity module
  • Responsible for all GDC system created Operations & Resource management reports
Qualifications for operations senior analyst
  • Ability to lead engagements and project teams
  • Experience with parametric and analogous estimating, data collection and normalization, or model development and method development, including multivariate regression analysis, risk analysis, or cost improvement curve analysis
  • Experience with advanced modeling tools, including MATLAB
  • Experience with Microsoft Access or other database software
  • MBA or MS degree in Engineering, Economics, Business, Statistics, or Finance
  • Professional Cost Estimator or Analyst Certification, Business or Data Analysis Certification, or Project Management Professional (PMP) Certification
4

Operations Senior Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking for an operations senior analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for operations senior analyst
  • Being the first point of contact for servers used by BFC, monitor their performance in cooperation with the application owner
  • Designing and delivering system training courses for local and remote based users
  • Develop analyses and presentations for the management that contain insightful and useful information
  • Work under tight deadlines and extended hours during the quarter or year-end periods as needed
  • Transform key findings into visual presentations, including graphs and charts
  • Give tasks to the Customer Experience and Engagement (CEE) team based on capacity needs and supervise delivery accuracy, formatting, and completeness
  • Collaborate internally to analyze and test the accuracy of data sets to solve business problems and conduct data mining for enablement and planning
  • Evaluate existing business processes and systems to identify gaps and opportunities for their streamlining
  • Draws on past experience and current data to influence business partners and improve sales force/portfolio performance and best practices
  • Superior problem solving and decision-making skills to resolve work issues
Qualifications for operations senior analyst
  • Strong experience in CRM, Google Analytics or other analytics platforms
  • Ability to work well under pressure and in a team environment
  • Comfortable working with large data sets and complex data queries
  • Ability to manage projects and display strong organizational skills to complete projects within established time lines
  • Ability to communicate complex information clearly and concisely, both verbally and in writing, to technical and to non-technical users
  • Knowledge of direct marketing programs
5

Operations Senior Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of operations senior analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for operations senior analyst
  • Assist with special projects as time permits
  • Guardian of Sales Compensation Plans
  • Ensure the EMEA Theatre plan is 100% aligned to the Planning Tool, HRIS and Callidus
  • New Hires Compensation Plans
  • Track, facilitate approval and enter deal crediting into the system
  • MBO Tracking and Pay-outs
  • Verify data accuracy and integrity, working with IT and other functional areas for issue resolution
  • Work collaboratively across Sales Operations (and other) functions to drive consistency, seamless and ‘joined up’ approach to the service we deliver to Sales
  • Identifies project requirements by
  • KPI dashboard maintenance
Qualifications for operations senior analyst
  • Hands-on experience working with on very large databases (Oracle, SQL, ) is preferred
  • Design and manage vendor invoice forecast and reconciliation processes achieving optimal cost predictability, financial controls, elapsed time to invoice payment and improving accuracy of accruals
  • Collaborate across internal strategic partners (Finance, WFM, Training Services, HR) and our vendor partners
  • Facilitate activities that refine tools and processes towards delivery of essential supporting data
  • Provide general contractual oversight tracking status of performance guarantees and service level agreements against defined targets Conduct performance analytics uncovering drivers of missed or at risk targets
  • Participate in action plan development to improve vendor performance

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