Financial & Business Operations Analyst

Ektello; Plano (TX); On-site; USD 60,000 - 86,000; Full time

Job summary

Ektello is seeking a Financial & Business Operations Analyst to join our Plano, TX team onsite for a 12+ month contract-to-hire engagement. You will manage program spend, validate claims, reconcile accruals, and perform financial and business analysis to support the Distribution Channel.

This role requires a bachelor’s degree and 3+ years of related experience, with strong Excel skills and experience in SAP BI, Tableau, or Power BI, plus familiarity with OEMs or carrier sales.

Qualifications

• Bachelor’s degree required with 3+ years of related professional experience.
• Experience in Financial Analysis and Business Analysis.
• Experience with OEMs, technology sales, or carrier sales is preferred.

Responsibilities

• Financial & Claims Management: Review and submit condition requests across all categories to guarantee proper funding and claims processing.
• Accrual & Budget Tracking: Reconcile monthly accruals for regional accounts and provide weekly updates on program/budget accruals.
• Spend & Resource Coordination: Help manage program spend and product marketing requests for the Distribution Channel.
• Operational & Logistics Support: Lead the sample management process, procure­ment tracking audits, and support refurbished goods operations.
• Process Governance: Ensure compliance across all sales and operational activities.

Skills

Financial analysis

Business analysis

Root cause analysis

Education

Bachelor's degree

Tools

SAP BI

Tableau

Power BI

Job description

Financial & Business Operations Analyst

Location: Plano, TX (Fully Onsite, Monday – Friday) Duration: 12+ Month Contract-to-Hire (with multi-extension capabilities) Compensation: $53.00 / hour (W2) Core Focus: Financial Analysis | Business Analysis | Root Cause Analysis

Position Overview We are seeking an analytical and detail-oriented Financial & Business Operations Analyst to join our team in Plano, TX. In this role, you will be instrumental in managing program spend, validating claims, reconciling monthly accruals, and driving financial and business analysis for our Distribution Channel. You will act as an expert resource on internal processes, perform root cause analysis on operational discrepancies, and partner closely with Finance and Product Marketing to ensure operational compliance and financial accuracy.

Key Responsibilities & Tasks

• Financial & Claims Management: Review and submit condition requests across all categories to guarantee proper funding and claims processing. Validate program claims and coordinate with the Finance department to ensure timely, accurate payments.
• Accrual & Budget Tracking: Reconcile monthly accruals for regional accounts, partner with finance to close operational gaps, and provide weekly updates on program/budget accruals to give account managers clear visibility into available customer funds.
• Spend & Resource Coordination: Assist in managing program spend and product marketing requests for the Distribution Channel.
• Operational & Logistics Support: Lead the sample management process, execute procurement tracking audits, and support refurbished goods operations.
• Process Governance: Serve as an expert resource on internal processes and procedures, ensuring strict compliance across all sales and operational activities.

Qualifications & Requirements

• Education & Experience: Bachelor’s degree required with 3+ years of directly related professional experience. Prior operational experience in technology sales, business development, Original Equipment Manufacturers (OEMs), and/or Carrier sales.
• Analytical Expertise: Demonstrated experience in Financial Analysis, Business Analysis, and Root Cause Analysis—with the ability to interpret data, identify trends, understand business objectives, and develop KPIs for success.
• Technical Proficiency: Advanced technical skills using Microsoft Office Suite (especially expert-level Excel) and demonstrated experience with enterprise reporting and CRM tools such as SAP BI, Tableau, or Power BI.
• Industry Background: Prior experience working with consumer electronic products and existing relationships with key accounts is strongly preferred.