Consulting Operations Analyst

Press Ganey Associates LLC; Provo (UT); Hybrid; USD 76,000 - 100,000; Full time

Job summary

Press Ganey Associates LLC in Provo, UT is seeking a Consulting Operations Analyst to support our consulting organization by analyzing project financials, operational data, and resources to identify trends and risks that affect revenue forecasts.

You will partner with Engagement Leaders, Finance, and Operations to validate assumptions, improve forecasting accuracy, and design automated reporting and dashboards using Excel, Power Query, VBA, Kantata, and Power BI.

Qualifications

• 5+ years of experience in FP&A or related analytical function.
• Advanced Excel skills including formulas, data modeling, pivot tables, and VBA.
• Experience developing executive dashboards and automated reporting solutions.
• Ability to translate financial and operational data into actionable insights.
• Experience with Kantata (formerly Mavenlink) and PSA platforms preferred.
• Strong analytical and communication skills with attention to detail.
• Bachelor's degree in Finance, Accounting, or related field.

Responsibilities

• Serve as a Kantata power user, supporting system administration, reporting, data governance, user adoption, and best practices while ensuring data integrity.
• Develop, maintain, and optimize reports, dashboards, KPIs, and portfolio analytics for leadership insights.
• Support consulting revenue forecasting by monitoring scope, schedules, budgets, staffing, utilization, and other drivers.
• Analyze forecast risk by reconciling engagement projections with underlying data and performance.
• Prepare executive-level presentations translating complex data into insights and recommendations.
• Design and implement automation using Excel, Power Query, VBA to streamline processes and improve data quality.

Skills

FP&A

Advanced Excel

Dashboards

Forecasting

Data visualization

Education

Bachelor's degree in Finance/Accounting

Tools

Kantata (Mavenlink)

Power BI

Tableau

Job description

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders.

Our earliest roots are in U.S. healthcare –perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business.

We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world’s most recognized brands.

As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process.

Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Mission

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Values

To put Human Experience at the heart of organizations so every person can be seen and understood.

Energize the customer relationship: Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

Success starts with me: Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

Commit to learning: Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

Dare to innovate: We challenge the status quo with creativity and innovation as our true north.

Better together: We check our egos at the door. We work together, so we win together.

Consulting Operations Analyst

The Consulting Operations Analyst plays a critical role in supporting our consulting organization by proactively analyzing project financial, operational, and resource data to identify trends, risks, and inconsistencies that may impact revenue forecasts and business performance.

Working closely with Consulting Engagement Leaders, Finance, and Operations teams, this individual validates project assumptions, investigates variances, and ensures forecasts accurately reflect current project conditions.

The analyst serves as an independent analytical partner, providing leadership with confidence in forecast accuracy while identifying opportunities to improve operational efficiency, reporting, automation, and business processes.

Duties and Responsibilities

• Serve as a Kantata power user, supporting system administration, reporting, data governance, user adoption, and best practices while ensuring the integrity and consistency of project and financial data.
• Develop, maintain, and optimize reports, executive dashboards, KPIs, and portfolio analytics that provide actionable insights to leadership.
• Support consulting revenue forecasting by monitoring project scope, schedules, budgets, staffing, utilization, billing, and other key drivers that impact revenue recognition and profitability.
• Analyze and audit project performance to proactively identify forecast risk by reconciling engagement leader projections with underlying financial, operational, and resource data.
• Identify inconsistencies, challenge assumptions, quantify financial impacts, and provide leadership with prioritized recommendations for corrective action.
• Perform financial and operational analyses, including forecast-to-actual reporting, backlog analysis, utilization trends, margin performance, billing readiness, revenue leakage, and other key business metrics.
• Prepare executive-level presentations and visual reporting that translate complex data into meaningful business insights and recommendations.
• Design and implement automation solutions using Excel, Power Query, VBA, and other reporting tools to streamline processes, improve data quality, reduce manual effort, and increase operational efficiency.
• Conduct routine audits of project and performance data to ensure accuracy, consistency, and compliance with reporting standards.
• Partner with Finance, Sales, Consulting Leadership, and Operations teams on budgeting, forecasting, operational planning, strategic initiatives, and continuous process improvement efforts.
• Train and support users on Kantata reporting, dashboards, and best practices while maintaining documentation, governance standards, and reporting procedures.
• Successfully manage multiple priorities, recurring reporting deadlines, and ad hoc executive requests with a high degree of accuracy, organization, and attention to detail.

Qualifications

• 5+ years of experience in Financial Planning & Analysis (FP&A), Consulting Operations, Business Operations, Business Systems, Financial Analytics, or a related analytical function.
• Advanced to expert-level Microsoft Excel skills, including complex formulas, data modeling, pivot tables, Power Query, reporting automation, dashboard development, and VBA/macros.
• Demonstrated experience developing executive dashboards, KPIs, and automated reporting solutions that drive business decision-making.
• Proven ability to analyze large project portfolios and translate financial, operational, and resource data into actionable business insights.
• Strong financial acumen with experience supporting forecasting, budgeting, revenue analysis, profitability analysis, and performance reporting.
• Exceptional analytical, organizational, problem-solving, and communication skills, with a high level of attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced, highly collaborative environment.
• Experience with professional services, consulting, or project-based organizations preferred.
• Experience with Kantata (formerly Mavenlink) and Dynamic Insights preferred; however, comparable project management and professional services automation (PSA) platform experience will also be considered.
• Experience with Power BI, Tableau, or other business intelligence and data visualization tools is a plus.
• Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, Economics, Business Administration, or a related field.

Hybrid Work Model

Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader.

These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation.

For the rest of the week, work where you want, owning the integration of work and life.

Location: Hybrid: Provo, UT, or Seattle, WA, Office.

To work #bettertogether, we operate with a hybrid working mode in the United States (US). For those near a US hub location, we gather in our office locations three days a week (Tuesday, Wednesday, Thursday). For the remaining days, we work from home. Our current hub locations are in Chicago, IL, Boston, MA, and South Bend, IN.

Equal Employment Opportunity

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce.

We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice – Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

Compensation

The expected base salary for this position ranges from $76,000 - $100,000.

In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines. Our privacy policy can be found here: https://www.pressganey.com/legal-privacy/

Additional Information for US based Jobs

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce.

We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.