Business Intelligence & Operations Analyst

Sage Veterinary Imaging; Round Rock (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

401(k) with company match

Medical, dental, and vision insurance

Employee Assistance Program (EAP)

15 days Paid Time Off annually

Paid company holidays

Continuing education and professional

Pet care discounts

Collaborative, growth-oriented work

Work from Round Rock or remote

Job summary

Sage Veterinary Imaging seeks a Business Intelligence & Operations Analyst to transform data into actionable insights. You will build dashboards, integrate financial and clinical data, and develop forecasts to guide staffing, capacity, and profitability.

The role reports to the COO and collaborates with hospital managers, executive leadership, and the finance team. The ideal candidate is analytical, tech-savvy, and proactive, with a strong background in BI, financial modeling, and operational

Qualifications

• Master's degree required in Business Analytics, Finance, Accounting, MBA, IS, or related field.
• 3+ years in business intelligence, operations analysis, or related role.
• Advanced Excel/Sheets with modeling, forecasting, data analysis.
• Experience building dashboards, automated reports, and integrated data models.
• Proficient with Zoho Analytics or BI platforms like Power BI/Tableau/Looker Studio.
• Ability to apply AI/automation tools to business problems.
• Strong knowledge of financial reporting, budgeting, billing, and KPIs.

Responsibilities

• Build dashboards, KPI scorecards, and automated reports using BI tools.
• Integrate financial, clinical, staffing, and operational data to analyze revenue and utilization.
• Develop predictive models and identify operational trends to guide decisions.
• Translate data into actionable insights and leadership-ready recommendations.
• Support budgeting, forecasting, and financial planning with CFO collaboration.
• Coordinate vendor relationships, terms, and cost-saving opportunities.

Skills

Advanced Excel/Google Sheets

Zoho Analytics

Power BI/Tableau/Looker Studio

Financial modeling

Data integration

Vendor management

AI/automation tooling

Dashboards & reporting

Education

Master's degree in Business Analytics / Finance / MBA / IS

Tools

Zoho Analytics

Power BI

Tableau

Looker Studio

SQL

Job description

The Business Intelligence & Operations Analyst uses data, technology, and financial analysis to improve business performance, streamline operations, and support growth.

Reporting to the COO, this hands-on role develops business intelligence tools, financial models, and operational forecasts while supporting financial processes, vendor coordination, and management reporting.

Working with hospital managers, executive leadership, and the finance/CFO team, the Analyst connects financial and operational data to understand how changes in services, staffing, capacity, and costs affect the business.

We're looking for someone who is analytical, tech-savvy, curious, and resourceful—someone who connects the dots, builds practical solutions, and turns information into action.

Key Responsibilities

Business Intelligence & Analytics

• Build dashboards, KPI scorecards, management reports, and automated reporting using Zoho Analytics.
• Integrate financial, clinical, staffing, and operational data to analyze revenue, profitability, utilization, productivity, and performance.
• Leverage AI, business intelligence, and automation tools to improve workflows, develop predictive models, and identify operational trends.
• Translate data into actionable insights, recommendations, and alerts that support timely business decisions.

Financial Operations & Reporting

• Prepare employee reimbursements and verify supporting documentation, accuracy, and approvals.
• Audit billing, service codes, charges, and commission calculations; coordinate corrections as needed.
• Collaborate with the finance/CFO team and outsourced accounting partners on AP/AR, reconciliations, and financial reporting.
• Support hospital managers with revenue analysis, expense monitoring, financial reporting, and performance improvement.
• Develop financial and business SOPs, approval workflows, and reporting procedures.

Financial Modeling & Business Planning

• Build financial pro formas and forecasts for new products, service lines, staffing, equipment investments, expansion, and growth initiatives.
• Evaluate projected revenue, costs, profitability, demand, and return on investment.
• Model how changes in case volume, pricing, service mix, and staffing affect operational capacity and financial performance.
• Identify dependencies and thresholds that trigger additional staffing, equipment, scheduling capacity, or workflow changes.
• Communicate financial and operational implications, risks, and recommendations to leadership.
• Support budgeting, scenario analysis, and business planning in collaboration with the finance/CFO team.

Vendor Management & Operational Improvement

• Coordinate vendor relationships, pricing reviews, contract terms, renewals, and service performance.
• Maintain contract records, monitor obligations, and analyze vendor costs and opportunities for savings.
• Partner with hospital managers on vendor needs, operational issues, and contract-related decisions.
• Support negotiations and contract recommendations in coordination with the COO.
• Develop and implement tools, automation, and standardized processes that improve operational efficiency and accountability.

Required Qualifications

• Master's degree required in Business Analytics, Finance, Accounting, Business Administration (MBA), Information Systems, or a related field.
• 3+ years of experience in business intelligence, operations analysis, financial analysis, or a related role.
• Advanced Excel or Google Sheets skills, including financial modeling, forecasting, and data analysis.
• Experience developing dashboards, automated reports, integrated data models, and financial pro formas.
• Proficiency with Zoho Analytics or comparable BI platforms such as Power BI, Tableau, or Looker Studio.
• Demonstrated ability to use AI and automation tools to solve business problems.
• Working knowledge of financial reporting, budgeting, billing processes, and operational performance metrics.
• Strong analytical judgment, problem-solving, organization, and communication skills.
• Ability to work independently and collaborate across executive, finance, and operational teams.

Preferred Qualifications

• Experience with Zoho Analytics, SQL, APIs, or data integration tools.
• Experience developing predictive models, automated workflows, or operational alerts.
• Healthcare, veterinary, multi-location, or service-based business experience.
• Experience with capacity planning, workforce modeling, or service-line profitability.
• Familiarity with reimbursements, billing audits, commission calculations, and vendor contracts.

What Success Looks Like

• Business Intelligence: Reliable dashboards and integrated reporting that provide meaningful visibility into business performance.
• Financial & Operational Planning: Accurate pro formas and forecasts that connect growth opportunities with staffing, capacity, and profitability.
• Financial Accuracy: Timely reimbursements, accurate billing and commission reviews, and consistent financial processes.
• Operational Efficiency: Improved vendor coordination, standardized workflows, and effective use of AI and automation.
• Actionable Insights: Leadership and hospital managers have the information needed to anticipate challenges and make informed decisions.

Benefits & Perks

• Competitive salary
• 401(k) with company match
• Medical, dental, and vision insurance, subject to eligibility requirements
• Employee Assistance Program (EAP)
• 15 days of Paid Time Off annually
• Paid company holidays
• Continuing education and professional development opportunities
• Employee pet care discounts
• Collaborative, growth-oriented work environment
• Work from our Round Rock location or remotely—let's talk!

Work Style Survey

As part of our interview process, please complete our work style survey:

https://go.cultureindex.com/p/Nsgbxm7QAzymZ