Engagement Operations & Spend Analytics Advisor

Vizient, Inc; Irving (TX); On-site; USD 69,000 - 116,000; Full time

Job summary

Vizient, Inc. in Irving, TX is seeking a detail-oriented professional to support Engagement Operations by maintaining project and financial data across ERP and PSA systems, preparing status updates, and contributing to process improvements.

The role requires a Bachelor’s degree and 2+ years in professional services or related fields, strong SQL and Excel skills, and the ability to manage multiple tasks in a fast-paced environment with travel willingness.

Qualifications

• Bachelor’s degree in business, finance, accounting, operations, or related field preferred.
• 2+ years in professional services, project operations, accounting, financial operations, or related field.
• Strong attention to detail and ability to identify, investigate, resolve errors.
• Ability to manage multiple tasks in a fast-paced environment.
• Experience with ERP, PSA, CRM or similar systems preferred.
• Excellent interpersonal and communication skills; collaborate with Finance and delivery teams.
• Proficient in SQL, Excel; knowledgeable in Microsoft Office applications.

Responsibilities

• Complete and maintain project, engagement, team, milestone data across ERP/PSA per procedures.
• Perform regular data reviews, audits, and accuracy checks.
• Prepare recurring operational and financial reports including project status and profitability.
• Review project financial information and supporting docs for revenue reporting and compliance.
• Investigate discrepancies and process gaps; coordinate routine corrections.
• Keep templates and trackers current and accessible to support team execution.
• Prepare meeting materials and status updates; contribute to process improvements.

Skills

Attention to detail

SQL

Microsoft Excel

Communication skills

Multitasking

Education

Bachelor’s degree in business/finance/accounting/operations

Tools

ERP

PSA

CRM

Microsoft Office

Job description

Vizient, Inc. in Irving, TX is seeking a detail-oriented professional to support Engagement Operations by maintaining project and financial data across ERP and PSA systems, preparing status updates, and contributing to process improvements.

The role requires a Bachelor’s degree and 2+ years in professional services or related fields, strong SQL and Excel skills, and the ability to manage multiple tasks in a fast-paced environment with travel willingness.