Book+Street · 4 days ago
Operations Analyst
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Responsibilities
Does whatever is necessary to ensure organization and client success! No ask is too big or too small.
Manages and supports system integration of technology solutions as Book+Street continues to scale.
Assists CEO and COO with projects involving business strategy + planning, including market research and coordinates with marketing on the preparation of presentation materials like one-pagers and pitch decks.
Develops and maintains daily/weekly/monthly business reporting needs for Book+Street internal operations.
Prepares reports for management summarizing results of research, analyses and evaluation of any discrepancies.
Participates in preparation of budgets, long-range planning and weekly forecasting process.
Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
Updates the billing system, including new client setup, employee billing code setup.
Prepares monthly invoicing and systems reconciliation.
Updates the CRM, including adding new contacts and business opportunities and resource allocation and resource allocation as opportunities move through the pipeline.
Actively participates in onsite networking and marketing events, promoting Book+Street service offerings.
Supports client onboarding, preparing onboarding email, Slack channel setup, and set up of time codes in billing system.
As necessary, attends meetings and on-site hours with our startup clients in support of onboarding activities.
Assists with systems setup during the new employee onboarding.
Provides troubleshooting support and serves as SME (Subject Matter Expert) for technologies used in our suite of products. Works with external technology vendors where necessary.
Qualification
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Required
Bachelor’s Degree in Finance, Business Administration or related discipline.
Strong Microsoft Excel experience is a MUST for success in this role.
1+ year of experience in financial analysis and modeling required.
Extremely proactive with enthusiasm to learn, grow and problem solve
Entrepreneurial spirit
Positive, kind, can-do attitude
Creative thinking and strategic problem solving
Strong organizational and time-management skills
Extreme detail orientation
Excellent written and verbal communication skills
Proficiency in Microsoft and Google suite products
Preferred
3+ months of experience working within a start-up business environment preferred
Prior experience in professional services firm preferred
Experience with project management systems and/or Monday a big plus!
Experience with billing systems and/or BigTime a big plus!
Benefits
PTO
Paid Holidays
Sponsored Medical
100% Employer Paid Dental and Vision
Life Insurance
AD&D Insurance
Disability Insurance
401K Match