Sr Advisor, Spend Management Engagement Operations

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

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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

When you’re the best, we’re the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Summary

In this role, you will support engagement operations across the Spend Management Business Unit, including GPO, Supply Chain Services, and Category Managed Services. You will perform project setup, maintenance, data-quality reviews, reporting support, and other operational activities across ERP and PSA systems to help ensure accurate project information, timely financial reporting, and compliance with established processes.

This role will work closely with Engagement Operations, accounting, project managers, delivery teams, and business leaders to identify discrepancies, resolve routine issues, maintain documentation, and support consistent execution across the engagement lifecycle.

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.

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.
• Ability to manage multiple tasks and competing priorities in a fast-paced environment.
• Working knowledge of project financial management, operational reporting, data quality, and business processes.
• Experience with ERP, PSA, CRM, or other financial and operational management systems preferred.
• Strong interpersonal and communication skills, with the ability to collaborate effectively with Finance, project managers, delivery teams, and other stakeholders.
• Ability to perform the essential duties of the position satisfactorily, with or without reasonable accommodation.
• Proficiency in SQL, Microsoft Excel, and strong working knowledge of Microsoft Office applications.
• Demonstrate understanding of AI concepts, tools, risks, and opportunities and apply that knowledge appropriately in work activities, including reporting, documentation, data analysis, and operational processes.
• Willingness to travel.

Estimated Hiring Range

At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $88,900.00 to $155,500.00.

This position is also incentive eligible.

Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities

The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.