Advisor, Spend Management Engagement Operations

Vizient, Inc; Irving (TX); On-site; USD 69,000 - 116,000; Full time

Job summary

Vizient, Inc. in Irving, TX is seeking a detail-oriented professional to support Engagement Operations by maintaining project and financial data across ERP and PSA systems, preparing status updates, and contributing to process improvements.

The role requires a Bachelor’s degree and 2+ years in professional services or related fields, strong SQL and Excel skills, and the ability to manage multiple tasks in a fast-paced environment with travel willingness.

Qualifications

• Bachelor’s degree in business, finance, accounting, operations, or related field preferred.
• 2+ years in professional services, project operations, accounting, financial operations, or related field.
• Strong attention to detail and ability to identify, investigate, resolve errors.
• Ability to manage multiple tasks in a fast-paced environment.
• Experience with ERP, PSA, CRM or similar systems preferred.
• Excellent interpersonal and communication skills; collaborate with Finance and delivery teams.
• Proficient in SQL, Excel; knowledgeable in Microsoft Office applications.

Responsibilities

• Complete and maintain project, engagement, team, milestone data across ERP/PSA per procedures.
• Perform regular data reviews, audits, and accuracy checks.
• Prepare recurring operational and financial reports including project status and profitability.
• Review project financial information and supporting docs for revenue reporting and compliance.
• Investigate discrepancies and process gaps; coordinate routine corrections.
• Keep templates and trackers current and accessible to support team execution.
• Prepare meeting materials and status updates; contribute to process improvements.

Skills

Attention to detail

SQL

Microsoft Excel

Communication skills

Multitasking

Education

Bachelor’s degree in business/finance/accounting/operations

Tools

ERP

PSA

CRM

Microsoft Office

Job description

When you’re the best, we’re the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Responsibilities

• Complete and maintain project, engagement, team, milestone, planned end-date, and related information across ERP and PSA systems in accordance with established procedures.
• Perform regular data reviews, audits, and accuracy checks.
• Support the preparation of recurring operational and financial reports, including project status, revenue, profitability, risk, and other performance information.
• Assist with reviewing project financial information, expense reports, contract requirements, and supporting documentation to promote accurate revenue reporting, profitability tracking, and compliance with company policies.
• Investigate discrepancies, incomplete information, and process gaps.
• Coordinate routine corrections, Escalate issues when appropriate, and communicate status to relevant stakeholders.
• Keep templates, process documentation, methodologies, trackers, and related resources current, organized, and accessible to support consistent team execution.
• Prepare meeting materials, status updates, and supporting documents.
• Contribute to process improvements, training resources, and other initiatives that improve the efficiency and consistency of Engagement Operations.

Qualifications

• Bachelor’s degree in business, finance, accounting, operations, or a related field preferred.
• Two or more years of experience in professional services, project operations, accounting, financial operations, or a related field required.
• Strong attention to detail and demonstrated ability to identify, investigate, and resolve errors or inconsistencies.
• Ability to manage multiple tasks and competing priorities in a fast-paced environment.
• Working knowledge of project financial management, operational reporting, data quality, and business processes.
• Experience with ERP, PSA, CRM, or other financial and operational management systems preferred.
• Strong interpersonal and communication skills, with the ability to collaborate effectively with Finance, project managers, delivery teams, and other stakeholders.
• Ability to perform the essential duties of the position satisfactorily, with or without reasonable accommodation.
• Proficiency in SQL, Microsoft Excel, and strong working knowledge of Microsoft Office applications.
• Demonstrate understanding of AI concepts, tools, risks, and opportunities and apply that knowledge appropriately in work activities, including reporting, documentation, data analysis, and operational processes.
• Willingness to travel.

Compensation

Estimated Hiring Range: At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $68,500.00 to $116,300.00. This position is also incentive eligible. Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer

Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.

Company Overview

Working at Vizient means shaping the future of healthcare, every day. Alongside our clients, we’re building a healthier, more human healthcare system. We connect people, data, and solutions to enable healthcare organizations to improve financial sustainability, enhance system performance, and deliver better care. Headquartered in Irving, Texas, with 11 offices across the United States, Vizient has more than 5,000 employees who bring deep expertise and a shared commitment to transforming healthcare. Together, we’re solving some of the industry's most complex challenges while creating opportunities to learn, grow, and drive lasting change for healthcare organizations and the communities they serve. Through our enterprise of companies, we deliver meaningful impact across the continuum of care: Apexus - The exclusive contractor for 340B Drug Pricing Program, managed by the Health Resources and Services Administration. aptitude - The industry's first online direct contracting market, supporting self-contracting activity between hospitals and suppliers. Kaufman Hall - Leading healthcare advisory services to support our clients in achieving financial, clinical, and operational excellence. Provista - Proven supply chain partner specializing in extended, diagnostic, and preventive care facilities, including surgery centers, home health, and senior living.