Senior Operations Analyst

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Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.

The Senior Operations Analyst is cross-functional project leader focused on enhancing the profitability and efficiency of the company. This analyst role drives strategic improvement and cross-functional collaboration projects by leveraging data analysis, process evaluation, and performance metrics to optimize cash flow and support Acumen’s long‑term financial health.

• Define and document functional and technical reporting requirements; work with data engineering teams to ensure data sourcing, transformation, and model design meet analytical and process improvement objectives
• Serve as the liaison between business operations and data engineering, translating business objectives into technical requirements and ensuring alignment
• Leverage tools like Excel and Power BI to surface insights, track trends, and support data‑driven decision‑making, with a focus on identifying actionable opportunities for efficiency
• Set and monitor key performance indicators and communicate trends and risks
• Employ advanced analytical tools and methodologies to develop forecasts and models that predict potential future challenges in billing

• Serve as a strategic partner to operational teams by understanding challenges faced and proposing technology solutions to improve efficiency or accuracy
• Conduct end‑to‑end assessments of workflows, systems, and operations to identify inefficiencies, bottlenecks, and risks
• Provide actionable insights and recommendations that inform leadership decisions and help prioritize operational initiatives
• Maintain current‑state process documentation to support governance, risk management, and operational transparency
• Apply advanced root‑cause analysis (RCA) and data‑driven techniques to uncover systemic issues and trends

• Lead the design and implementation of new processes, ensuring alignment between systems, people and data
• Develop and document future‑state process designs that align with business goals and best practices
• When short‑term technology solutions are needed, build out solutions using available resources such as Excel, Power Automate and Power BI
• Create process documentation, training materials, and communications to support adoption and change management
• Facilitate process reviews and team retrospectives to capture lessons learned and continuously improve execution
• Build reporting to capture key performance indicators to measure performance trends of new processes
• For departmental or enterprise‑wide technology implementations, partner with the developing teams to understand the new system, advocate for the needs of the Finance department and build sustainable processes to support the new system

• Build and leverage strong relationships across departments to understand business challenges, influence decision‑making and drive the adoption of new processes and systems
• Identify operational risks and control gaps, and collaborate with operational teams to measure and mitigate risk
• Serve as a champion for change, helping teams adopt new processes, technology and reporting tools
• Facilitate education and feedback sessions to ensure cross‑functional alignment, opportunities for feedback and foster a culture of continuous improvement

• Bachelor’s degree in Business Administration, Analytics, Operations Management or related field
• Six…