Senior Professional Services Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee daily PSA (Certinia) operations, which include project initiation, validation of time entries, billing triggers, and reporting on utilization.

• Track, prioritize, and resolve data quality challenges within both PSA and Salesforce systems.

• Manage project financial integrity, encompassing validation of billable hours, exceptions related to POP/POC, milestone achievements, and accuracy of revenue schedules.

• Create weekly billing packages that are audit-ready and act as the main point of contact for Project Managers and Finance regarding financial inquiries related to projects.

• Generate weekly summaries on utilization, conduct variance analyses, and provide insights at the Project Manager level.

• Assist in inputs for capacity planning, which includes Cloud Operations hours, infrastructure distribution, cutover assumptions, and detailed POC analysis for high-effort tasks.

• Enhance and maintain operational tools, including configuring workflows, managing release notes, standard operating procedures (SOPs), and documentation of best practices.

• Engage in activities related to system migration and enhancement readiness, such as data mapping, validation, testing, and identifying defects.

• Provide structured weekly updates to Professional Services Operations leadership and maintain communication with Project Managers, Technical Consultants, Cloud Operations, Finance, and IT.

• Identify operational obstacles proactively and document issues, solutions, and governance materials.

• Supply Professional Services leadership with dependable operational and financial insights to support decision-making.

⛳️ Requirements

• A Bachelor’s degree or higher in Business Administration, Information Technology, or a related discipline.

• 2–5 years of experience in Professional Services Operations, PSA systems, project financial management, or a similar operational position.

• In-depth understanding of Professional Services Operations.

• Familiarity with PSA systems, specifically Certinia.

• Knowledge of Salesforce data structures.

• Comprehension of service delivery workflows, project financials, billing readiness, utilization tracking, and capacity planning.

• Capability to address complex operational and financial challenges that involve cross-system data quality and workflow inconsistencies.

• Proficiency in analyzing billing discrepancies, utilization variances, POP/POC exceptions, milestone completion issues, revenue schedule accuracy, and readiness for migration defects.

• Strong communication skills with Project Managers, Technical Consultants, Cloud Operations, Finance, IT, and leadership teams.

• Ability to convert operational and financial challenges into actionable insights.

• Skill in managing uncertainty and providing data-driven updates to both practitioners and leadership audiences.

🏝️ Benefits

• Comprehensive benefits package.

• Reasonable accommodations available for applicants with disabilities.