Engagement Operations Analyst - Spend Management & Reporting

Vizient; Irving (TX); On-site; USD 70,000 - 116,000; Full time

Benefits offered by this job

Incentive eligible

Comprehensive benefits

Job summary

Vizient is seeking a role to support engagement operations across the Spend Management Business Unit. You will handle project setup, maintenance, data-quality reviews, reporting support, and other operational tasks across ERP and PSA systems to ensure accurate project information and timely financial reporting.

You will work closely with Engagement Operations, accounting, project managers, delivery teams, and business leaders to identify discrepancies and support consistent execution across the

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.

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, elevate 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.

Skills

Attention to detail

Multitasking

Communication skills

Interpersonal skills

Willingness to travel

SQL

Microsoft Excel

Office proficiency

Data quality awareness

Process documentation

Education

Bachelor's degree in business, finance, accounting, operations, or a related field

Tools

ERP

PSA

CRM

SQL

Microsoft Excel

Job description

Vizient is seeking a role to support engagement operations across the Spend Management Business Unit. You will handle project setup, maintenance, data-quality reviews, reporting support, and other operational tasks across ERP and PSA systems to ensure accurate project information and timely financial reporting.

You will work closely with Engagement Operations, accounting, project managers, delivery teams, and business leaders to identify discrepancies and support consistent execution across the