Senior Operations Analyst Job Description

Senior Operations Analyst Job Description

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Senior operations analyst provides primary support for data import/export processes among various financial systems (Great Plains, Concur, Adaptive Planning), and custom-developed tools and databases that support finance/accounting business processes.

Senior Operations Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Resolve issues and answer specific questions around the yearend tax process
Ensure all regulatory and compliance filings are completed accurately and filed on time
Provide primary business analyst support for SAP Solution Manager, collaborating with stakeholders (including BASIS, Test Management and Project Management) and users to identify, evaluate and implement system and process improvements
Update program requirement documents for each process performed by the Colorado Regional Office
Establish procedures to ensure quality standards are being met for program requirement
Develop and present training for employees and external stakeholders
Plan, lead and facilitate requirements gathering sessions
Liaise with CWMO- Canadian Wealth Management Operations staff to help plan and prepare test cases
Assess, research, analyze and document issues and defects
Plan, prepare, and lead the execution of UAT test cases

Senior Operations Analyst Qualifications

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

Licensing or Certifications for Senior Operations Analyst

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

Education for Senior Operations Analyst

Typically a job would require a certain level of education.

Employers hiring for the senior operations 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 Senior Operations Analyst

Desired skills for senior operations analyst include:

Costs/benefit implications of products and services
Accounting and financial reporting
Client objectives and business priorities and FIS role in achieving those objectives and priorities
Various Product Types within an operational setting
Ariba eRequest
Concur
SQL
Analysis tools and operational processes
Cyber Forensics tools/processes
Excel

Desired experience for senior operations analyst includes:

Understanding of the implications of change to system and batch applications
Experience banking in Asian territories preferred
Bachelor’s Degree in Finance, Accounting, Business Administration, or related field or equivalent experience
Has a high degree of motivation and professionalism with advanced organizational, project management, problem solving, and process management, leadership, and resource management, skills
Minimum 4 years Sales Operations or Financial Analysis or equivalent experience
Bachelor’s degree in business, financial engineering, math, computer science or equivalent education/experience with strong knowledge of financial reporting processes and technologies preferred

Senior Operations Analyst Examples

1

Senior Operations Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of senior operations 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 senior operations analyst
  • Work with leadership to develop internal management and board presentations
  • Responsible for day to day operations support to Business Units (BU) and their supporting areas, the Help Centres and Project team
  • Independently interpreting and applying plan document provisions against participant and plan level accounts to assure accuracy of participant and plan level records and transactions in accordance with IRS/DOL guidelines
  • Research errors and out of balance activities determining root cause, any client impact and appropriate corrective action to be taken including calculating lost earnings adjustments
  • Act as a subject matter expert on our various products and services
  • Mentor newer or lesser experienced analysts
  • Responsibility for processing Corporate Action events
  • Reconciling positions
  • Monitoring and clearing cash/stock breaks
  • Support process and procedure enhancements
Qualifications for senior operations analyst
  • Business Process Improvement experience (Six Sigma, Lean)
  • Interface with external auditors on Treasury related 10Q/10K disclosures and underlying processes
  • Monitor compliance with debt covenants and provide required compliance certificates/reports to banks and rating agencies
  • Support compliance with Treasury Accounting standards including foreign exchange hedge accounting, investment, debt, Design end-to-end processes for any new products or transaction types
  • Drive operational excellence including the identification and implementation of process improvements for Treasury processes including hand-off's to/from different departments
  • Liaise with EMEA, APAC and LATAM teams and support international cash management initiatives
2

Senior Operations Analyst Job Description

Job Description Example
Our company is looking to fill the role of senior operations analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior operations analyst
  • Develop and demonstrate a strong understanding of the business mechanics including the process flow from inventory management through contract generation and the product registration process impact on inventory allocation
  • Demonstrate familiarity in key business drivers and how department actions affect KPIs
  • Implement complex forecasting models to predict inventory balances in the Sales Plan
  • Leverage understanding of the business mechanics and impacts to recommend and strategize product registrations, product allocation, and optimal product expansion in support of profit maximization and Sales and Marketing efficiencies
  • Update and optimize the bond and escrow forecast
  • An active self-starter who can source data and provide ad-hoc reporting to support decisions and provide conclusions
  • Evaluation of CRM against sales process through daily use and recommend changes to improve efficiency
  • Reconciliation of data from various sources and initiate corrective actions to align
  • Big data analytics with executive summaries of conclusions and recommendations (sales pipeline, products)
  • Identifying process gaps and document proposed changes
Qualifications for senior operations analyst
  • Commitment and loyalty to the brand
  • Confidence to deal with both external and internal clients
  • Strong understanding of IT Service Management as it relates Change, Incident, and Problem Management
  • Experience in corporate actions, asset servicing
  • Candidate should have good command on English language with strong written and verbal communication skills
  • Understand operational risks and able to make timely escalation
3

Senior Operations Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a senior operations 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 senior operations analyst
  • Perform administration duties related to the document custodian and document repository
  • Oversee the day to day processes of the sub-servicer, document custodian and document control systems including document ingestion, transfers, export and delivery, and reporting
  • Manage system enhancements to support business initiatives
  • Identify enhancements to further automate processes and drive efficiencies
  • Work with document custodian, vendors, and counterparties to clear collateral document exceptions related to loans in inventory
  • Research exceptions associated with existing collateral files and independently recommend appropriate solutions to ensure exceptions are resolved
  • Maintain accurate and up-to-date collateral inventory and trailing document reports
  • Regularly prepare executive updates for programs in process to keep the leadership and management teams informed
  • Collaborate with key stakeholders across the organization to drive quality improvements in loan servicing
  • Oversee and report on interim subservicing performance from a transactional level
Qualifications for senior operations analyst
  • Results-oriented with willingness to be accountable for high-profile analysis and presentations
  • Able to build and present business cases to Senior Management
  • Candidate with relevant years of experience in corporate actions, asset servicing
  • Prior Operations Support support to military aviation logistics programs
  • 5 years of experience with operations and cost analyses
  • Ability to apply analytical and data management expertise
4

Senior Operations Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior operations analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior operations analyst
  • Leverages insights to support the development and evolution of the sales model including role definitions and the optimization of roles / responsibilities across roles to maximize touch points with the customer and support a high level of customer satisfaction
  • Works collaboratively across multiple functions (HR, Marketing, Sales, Finance, Ops ) to leverage perspectives and drive for optimal territory and account alignment and other activities
  • Provide day to day Sales Operations support to Sales teams and Sales Management
  • Assist with report creation and dashboard development
  • Lead key initiatives around Sales business processes, working with various departments and applications
  • Responsible for producing, fact checking and distributing pipeline reports on a monthly basis
  • Work closely with VPs and Sales Directors to create customized reports for additional visibility into current sales trends
  • System and end-user acceptance testing of solutions according to the specification
  • Ensuring that financial master data, rules, dimensions accurately maintained
  • Active participation in projects where BFC is impacted or targeted with a consultative mindset
Qualifications for senior operations analyst
  • 3 years’ experience leveraging data from CRM/Sales tools for reporting and analysis
  • Experience in modeling advanced system capabilities and behaviors in simulations
  • Candidate with relevant years of experience in Settlements & Reconciliation
  • Possess in depth market knowledge in securities settlements and transfers for range of products like equities, fixed income and structured products, and mutual/hedge funds
  • 3-5 years of campaign management and/or marketing experience
  • Experience in data/analytics role
5

Senior Operations Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a senior operations 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 senior operations analyst
  • Collaborate with key stakeholders across multiple lines of business and cultivating positive relationships
  • Prepare material for distribution partner meetings in collaboration with distribution operations
  • Support annual planning and monthly expense reporting for the senior leadership team
  • Perform ongoing comprehensive reviews of existing processes and reporting in order to suggest enhancements
  • Partner closely with Business Unit Leaders and Centers of Excellence on report metrics
  • Produce standard weekly, monthly, quarterly and ad-hoc reports
  • Work with sales team on formulating solutions that meet customer requirements
  • >Review all quote requests to meet company discounting, regulatory, and approval policies and procedures
  • Review and approve non-GEB LTD monthly premium files prior to their submission to the reinsurer
  • Review and approve non-GEB Stop Loss quarterly premium files prior to their submission to the reinsurer
Qualifications for senior operations analyst
  • Ability to anticipate clients' future needs
  • Process Excellence methodologies, including Lean/Six Sigma Green Belt/Black Belt, or APICS (eg
  • 5+ years prior analyst experience
  • Prior experience in data mining and analysisa must
  • Prior distribution, supply chain, or warehouse environment a strong plus
  • AS400 and Cognos experience a plus

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