Engagement Operations Lead: Spend Management & Data

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

Benefits offered by this job

Incentive eligible

Benefits plan

Job summary

Vizient, Inc. in Irving, TX seeks an Engagement Operations professional to support across the Spend Management Business Unit.

You will manage project setup, data quality reviews, reporting support, and other operational tasks across ERP and PSA systems to ensure accurate information and timely financial reporting. You will collaborate with Engagement Operations, accounting, project managers, and leadership to resolve issues and standardize processes.

Qualifications

• Bachelor's degree in business, finance, accounting, operations, or a related field preferred.
• Five or more years of experience in professional services, project operations, accounting, financial operations, or a related field preferred.
• Strong attention to detail and demonstrated ability to identify, investigate, and resolve errors or inconsistencies.

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

SQL

Microsoft Excel

Microsoft Office

Data quality

Financial reporting

Project operations

Attention to detail

Communication

Travel willingness

Education

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

Tools

ERP

PSA

CRM

Job description

Vizient, Inc. in Irving, TX seeks an Engagement Operations professional to support across the Spend Management Business Unit.

You will manage project setup, data quality reviews, reporting support, and other operational tasks across ERP and PSA systems to ensure accurate information and timely financial reporting. You will collaborate with Engagement Operations, accounting, project managers, and leadership to resolve issues and standardize processes.