Finance & Operation Analyst

Jobgether; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive 401(k) retirement plan

Medical, dental, and vision insurance

Paid time off

Remote work within United States

Professional development opportunities

Job summary

Jobgether is seeking a Finance & Operations Analyst to join a partner-led team in the United States. You will connect financial performance with day-to-day operations, analyze business needs, and drive data-driven decisions across cross-functional teams.

You will support budgeting, forecasting, and performance monitoring while developing reporting tools to translate data into actionable recommendations. The role offers broad exposure to multiple business areas, with opportunities to

Qualifications

• At least 5 years of relevant professional experience in business analysis, operations analysis, financial planning and analysis, accounting, or a related field.
• Demonstrated ability to analyze cross-functional business and operational challenges and connect findings to financial outcomes or resource decisions.
• Strong financial analysis background including financial reporting, budgeting, forecasting, variance analysis, or financial modeling.
• Proven ability to investigate root causes, evaluate alternatives, and recommend practical improvements.
• Advanced Excel skills, including pivot tables, lookups, and complex formulas.
• Experience with ERP systems and analyzing data from multiple sources.
• Experience developing financial or operational reports, dashboards, and monitoring performance indicators.
• Bachelor's degree or equivalent practical experience.

Responsibilities

• Partner with teams across the organization to identify analytical priorities and deliver actionable insights.
• Analyze operational performance, workload, service demand, staffing capacity, costs, and resource requirements to support planning and decision-making.
• Investigate root causes of operational challenges and evaluate solutions, including staffing adjustments and process improvements.
• Prepare financial reports, budget-to-actual variances, forecasts, and financial models to support planning.
• Translate operational activity into financial projections, scenario analyses, and investment recommendations.
• Develop, maintain, and monitor KPIs, dashboards, and reporting tools for visibility into performance.
• Collect and reconcile data from multiple sources, ensuring reporting accuracy.
• Present findings clearly to financial and non-financial stakeholders with recommended actions.
• Identify opportunities to streamline workflows and strengthen reporting practices.
• Support administration of financial and operational systems, including user access and Ramp integration.
• Manage analytics and process-improvement projects independently from definition to implementation.

Skills

Financial analysis

Operations analysis

Budgeting

Forecasting

Variance analysis

Data visualization

Project management

Cross-functional collaboration

Communication

Problem-solving

Education

Bachelor's degree or equivalent

Tools

NetSuite

Ramp

Power BI

Tableau

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Finance & Operations Analyst based in the United States.

As a Finance & Operations Analyst, you will play a key role in connecting financial performance with day-to-day business operations, helping leadership make informed, data-driven decisions. You will work cross-functionally to analyze business needs, assess resource allocation, identify operational challenges, and recommend practical solutions. Combining financial planning and analysis with operational insights, you will support budgeting, forecasting, performance monitoring, and process improvement initiatives. You will also develop reporting tools, evaluate business performance, and translate complex data into clear, actionable recommendations. This role offers broad exposure to different areas of the business, with the opportunity to independently manage projects and influence operational effectiveness. The ideal environment is collaborative, evolving, and suited to someone who enjoys taking initiative, solving problems, and turning analysis into meaningful business impact.

Accountabilities

• Partner with teams across the organization to identify business challenges, define analytical priorities, and deliver actionable insights.
• Analyze operational performance, workload, service demand, staffing capacity, costs, and resource requirements to support business planning and decision-making.
• Investigate root causes of operational challenges and evaluate potential solutions, including staffing adjustments, process improvements, system enhancements, and additional investments.
• Prepare financial reports, budget-to-actual variance analyses, forecasts, and financial models to support planning and resource allocation.
• Translate operational assumptions and business activity into financial projections, scenario analyses, and investment recommendations.
• Develop, maintain, and monitor key performance indicators, dashboards, and reporting tools to provide visibility into financial and operational performance.
• Collect, validate, reconcile, and analyze data from multiple sources, investigating discrepancies and ensuring reporting accuracy.
• Present analytical findings clearly to financial and nonfinancial stakeholders, highlighting key trends, business implications, and recommended actions.
• Identify opportunities to streamline workflows, reduce manual processes, improve data accuracy, and strengthen reporting practices.
• Support the administration of financial and operational systems, including user access management, platform maintenance, and tools such as Ramp.
• Manage analytical and process improvement projects independently, from initial problem definition through recommendations and implementation support.
• Coordinate with cross-functional stakeholders, track project progress, manage competing priorities, and proactively communicate challenges and solutions.

Requirements

• At least 5 years of relevant professional experience in business analysis, operations analysis, financial planning and analysis, accounting, or a combination of related disciplines.
• Demonstrated ability to analyze cross-functional business and operational challenges and connect findings to financial outcomes or resource decisions.
• Strong financial analysis background, including experience with financial reporting, budgeting, forecasting, variance analysis, or financial modeling.
• Proven ability to investigate root causes, evaluate alternatives, and recommend practical business or operational improvements.
• Advanced Microsoft Excel skills, including pivot tables, lookup functions, and complex formulas.
• Experience working with ERP systems or other business platforms and analyzing data from multiple sources.
• Experience developing financial or operational reports, monitoring performance indicators, and building dashboards.
• Strong project management and organizational skills, with the ability to independently structure, prioritize, and deliver projects without step-by-step supervision.
• Adaptability and confidence working in an evolving environment with changing priorities, ambiguous challenges, and developing processes.
• Excellent analytical thinking, attention to detail, problem-solving abilities, and communication skills, including the ability to explain complex findings to diverse audiences.
• A bachelor's degree in any discipline or equivalent practical experience. Relevant professional experience and demonstrated capabilities are valued regardless of academic background.

Preferred Qualifications

• Experience working in a small, growing, or evolving organization, particularly in a position combining finance and operations responsibilities.
• Familiarity with NetSuite, Ramp, Power BI, Tableau, or comparable financial and business intelligence tools.
• Experience with business system administration, user access management, and workflow optimization.
• Background in analyzing staffing capacity, service demand, resource allocation, or operational efficiency.
• Experience in education, educational technology, or Software-as-a-Service (SaaS) environments.

Benefits

• Competitive 401(k) retirement plan with company matching.
• Comprehensive medical, dental, and vision insurance coverage.
• Paid time off to support work-life balance, rest, and personal commitments.
• Employee discount program and access to partner savings.
• Ongoing professional development opportunities and investment in continuous learning.
• Wellness initiatives supporting physical, mental, and emotional well-being.
• Evolving benefits and workplace initiatives shaped by employee feedback and organizational values.
• Fully remote working arrangement within the United States.
• Collaborative and supportive working environment offering opportunities for professional growth and meaningful contributions.