Sr Operations Analyst

The Sr. Operations Analyst drives cross-functional alignment and operational excellence across the Middle Office by identifying workflow inefficiencies, clarifying ownership models, and leading system and process optimization initiatives. This role partners closely with Operations leadership to design and implement scalable solutions that enhance accountability, strengthen controls, and improve performance outcomes. The Sr. Operations Analyst serves as a key change agent, translating business needs into actionable improvements that support sustainable growth and operational maturity.

Responsibilities

Process Optimization & Integration

• Develop deep cross-functional expertise across Middle Office systems, data flows, and departmental responsibilities to identify structural inefficiencies and integration gaps
• Lead end-to-end workflow assessments to uncover redundancies, control gaps, and breakdowns impacting processing times.
• Design and implement scalable process improvements, leveraging automation and system enhancements to improve efficiency and reduce operational risk
• Redesign interdepartmental handoffs to clarify ownership, strengthen accountability, and improve transparency across teams
• Establish standardized operating procedures and ensure critical workflows are documented, governed, and consistently executed
• Oversee operational integration of new business initiatives, including new customer onboarding and expansion of existing relationships, ensuring system readiness, process alignment, and cross-team coordination

Performance Measurement & Reporting

• Provide daily and monthly reports on Middle Office activity
• Develop and present high-quality reporting to management and executives
• Identify ways to exceed department metrics
• Lead cross training efforts for the department
• Monitor recurring operational challenges to identify systemic root causes
• Partner with department leaders to align tools, workflows, and performance expectations
• Track outcomes of integration initiatives

Research, Planning & Continuous Improvement

• Conduct workflow assessments and data analysis
• Develop roadmaps improvement
• Prioritize initiatives based on business impact
• Support change management efforts
• Create internal relationships and develop regular communication strategy to connect, collaborate and identify improvement capabilities with internal departments

Position Requirements

Formal Education & Certification

• High school diploma
• Bachelor's degree preferred

Knowledge & Experience

• Minimum of three years industry experience
• Intermediate to advanced Microsoft Excel experience required
• 5+ years business to business experience preferred

Qualifications & Characteristics

• Excellent written and verbal skills
• Must be detail oriented and able to work in a fast paced environment
• Excellent problem solving skills
• Strong systems thinking and analytical capability

• Strong attention to detail
• Ability to contribute to projects and coordinate with internal departments
• Working knowledge accounting, sales and customer service

Work Environment

• Hybrid work schedule available once training is completed (3 days in the office, 2 days remote). Training can take 3 - 6 months depending on the role and the individual.
• Sitting for extended periods of time
• Dexterity of hands and fingers to operate a computer keyboard, mouse, power tools, and other computer components