Senior Operations Analyst Job Description
Senior Operations Analyst Duties & Responsibilities
To write an effective senior operations analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included senior operations analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Senior Operations Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Operations Analyst
List any licenses or certifications required by the position: CISSP, CEH, GIAC, CHFI, PMP, APICS, ITIL, SANS, ISTQB, HR
Education for Senior Operations Analyst
Typically a job would require a certain level of education.
Employers hiring for the senior operations analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Technical, Associates, Education, Guidance, Finance, Accounting, Business/Administration, Management, Computer Science
Skills for Senior Operations Analyst
Desired skills for senior operations analyst include:
Desired experience for senior operations analyst includes:
Senior Operations Analyst Examples
Senior Operations Analyst Job Description
- Work with leadership to develop internal management and board presentations
- Responsible for day to day operations support to Business Units (BU) and their supporting areas, the Help Centres and Project team
- Independently interpreting and applying plan document provisions against participant and plan level accounts to assure accuracy of participant and plan level records and transactions in accordance with IRS/DOL guidelines
- Research errors and out of balance activities determining root cause, any client impact and appropriate corrective action to be taken including calculating lost earnings adjustments
- Act as a subject matter expert on our various products and services
- Mentor newer or lesser experienced analysts
- Responsibility for processing Corporate Action events
- Reconciling positions
- Monitoring and clearing cash/stock breaks
- Support process and procedure enhancements
- Business Process Improvement experience (Six Sigma, Lean)
- Interface with external auditors on Treasury related 10Q/10K disclosures and underlying processes
- Monitor compliance with debt covenants and provide required compliance certificates/reports to banks and rating agencies
- Support compliance with Treasury Accounting standards including foreign exchange hedge accounting, investment, debt, Design end-to-end processes for any new products or transaction types
- Drive operational excellence including the identification and implementation of process improvements for Treasury processes including hand-off's to/from different departments
- Liaise with EMEA, APAC and LATAM teams and support international cash management initiatives
Senior Operations Analyst Job Description
- Develop and demonstrate a strong understanding of the business mechanics including the process flow from inventory management through contract generation and the product registration process impact on inventory allocation
- Demonstrate familiarity in key business drivers and how department actions affect KPIs
- Implement complex forecasting models to predict inventory balances in the Sales Plan
- Leverage understanding of the business mechanics and impacts to recommend and strategize product registrations, product allocation, and optimal product expansion in support of profit maximization and Sales and Marketing efficiencies
- Update and optimize the bond and escrow forecast
- An active self-starter who can source data and provide ad-hoc reporting to support decisions and provide conclusions
- Evaluation of CRM against sales process through daily use and recommend changes to improve efficiency
- Reconciliation of data from various sources and initiate corrective actions to align
- Big data analytics with executive summaries of conclusions and recommendations (sales pipeline, products)
- Identifying process gaps and document proposed changes
- Commitment and loyalty to the brand
- Confidence to deal with both external and internal clients
- Strong understanding of IT Service Management as it relates Change, Incident, and Problem Management
- Experience in corporate actions, asset servicing
- Candidate should have good command on English language with strong written and verbal communication skills
- Understand operational risks and able to make timely escalation
Senior Operations Analyst Job Description
- Perform administration duties related to the document custodian and document repository
- Oversee the day to day processes of the sub-servicer, document custodian and document control systems including document ingestion, transfers, export and delivery, and reporting
- Manage system enhancements to support business initiatives
- Identify enhancements to further automate processes and drive efficiencies
- Work with document custodian, vendors, and counterparties to clear collateral document exceptions related to loans in inventory
- Research exceptions associated with existing collateral files and independently recommend appropriate solutions to ensure exceptions are resolved
- Maintain accurate and up-to-date collateral inventory and trailing document reports
- Regularly prepare executive updates for programs in process to keep the leadership and management teams informed
- Collaborate with key stakeholders across the organization to drive quality improvements in loan servicing
- Oversee and report on interim subservicing performance from a transactional level
- Results-oriented with willingness to be accountable for high-profile analysis and presentations
- Able to build and present business cases to Senior Management
- Candidate with relevant years of experience in corporate actions, asset servicing
- Prior Operations Support support to military aviation logistics programs
- 5 years of experience with operations and cost analyses
- Ability to apply analytical and data management expertise
Senior Operations Analyst Job Description
- Leverages insights to support the development and evolution of the sales model including role definitions and the optimization of roles / responsibilities across roles to maximize touch points with the customer and support a high level of customer satisfaction
- Works collaboratively across multiple functions (HR, Marketing, Sales, Finance, Ops ) to leverage perspectives and drive for optimal territory and account alignment and other activities
- Provide day to day Sales Operations support to Sales teams and Sales Management
- Assist with report creation and dashboard development
- Lead key initiatives around Sales business processes, working with various departments and applications
- Responsible for producing, fact checking and distributing pipeline reports on a monthly basis
- Work closely with VPs and Sales Directors to create customized reports for additional visibility into current sales trends
- System and end-user acceptance testing of solutions according to the specification
- Ensuring that financial master data, rules, dimensions accurately maintained
- Active participation in projects where BFC is impacted or targeted with a consultative mindset
- 3 years’ experience leveraging data from CRM/Sales tools for reporting and analysis
- Experience in modeling advanced system capabilities and behaviors in simulations
- Candidate with relevant years of experience in Settlements & Reconciliation
- Possess in depth market knowledge in securities settlements and transfers for range of products like equities, fixed income and structured products, and mutual/hedge funds
- 3-5 years of campaign management and/or marketing experience
- Experience in data/analytics role
Senior Operations Analyst Job Description
- Collaborate with key stakeholders across multiple lines of business and cultivating positive relationships
- Prepare material for distribution partner meetings in collaboration with distribution operations
- Support annual planning and monthly expense reporting for the senior leadership team
- Perform ongoing comprehensive reviews of existing processes and reporting in order to suggest enhancements
- Partner closely with Business Unit Leaders and Centers of Excellence on report metrics
- Produce standard weekly, monthly, quarterly and ad-hoc reports
- Work with sales team on formulating solutions that meet customer requirements
- >Review all quote requests to meet company discounting, regulatory, and approval policies and procedures
- Review and approve non-GEB LTD monthly premium files prior to their submission to the reinsurer
- Review and approve non-GEB Stop Loss quarterly premium files prior to their submission to the reinsurer
- Ability to anticipate clients' future needs
- Process Excellence methodologies, including Lean/Six Sigma Green Belt/Black Belt, or APICS (eg
- 5+ years prior analyst experience
- Prior experience in data mining and analysisa must
- Prior distribution, supply chain, or warehouse environment a strong plus
- AS400 and Cognos experience a plus