Engagement Operations Lead, Spend Management

Vizient; Irving (TX); On-site; USD 89,000 - 156,000; Full time

Benefits offered by this job

Incentive eligible

Benefits plan

Job summary

Vizient is seeking a dedicated professional to support engagement operations across the Spend Management Business Unit. You will set up projects, conduct data quality reviews, and assist with financial reporting and compliance across ERP and PSA platforms.

The role collaborates with Engagement Operations, accounting, and business leaders to resolve discrepancies and maintain documentation for consistent engagement execution. A robust background in finance or operations is preferred.

Qualifications

• ,

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

Team collaboration

AI concepts understanding

Education

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

Tools

ERP systems

PSA systems

CRM systems

SQL

Microsoft Excel

Microsoft Office

Job description

Vizient is seeking a dedicated professional to support engagement operations across the Spend Management Business Unit. You will set up projects, conduct data quality reviews, and assist with financial reporting and compliance across ERP and PSA platforms.

The role collaborates with Engagement Operations, accounting, and business leaders to resolve discrepancies and maintain documentation for consistent engagement execution. A robust background in finance or operations is preferred.