Full-Time
Business Operations Analyst
Posted on 5/1/2024
Provides personalized financial solutions and education
Financial Services
Mid
Houston, TX, USA
Required Skills
Communications
Salesforce
Looker
Data Analysis
Requirements
- 2+ years of data analysis and/or QA experience OR Bachelor’s degree in business, STEM or other analytical field
- 1+ years experience with Salesforce and Looker Studio
- 1-2 years of financial services experience preferred
- Ability to independently manage multiple projects and deadlines
- Excellent analytical and problem-solving skills
- Proven ability to collaborate with various internal stakeholders
- Outstanding communication skills – both written and verbal
- Able to collaborate as part of a team in a dynamic and fast-paced environment
Responsibilities
- Refine/build dashboards and/or reporting detailing BizOps KPI metrics
- Extract information from company systems, activities, and customer inquiries to accurately track, analyze, and communicate outcomes
- Establish and implement quality control and assurance processes to ensure KPI achievement
- Report findings from quality control reviews to appropriate stakeholders
- Apply scientific problem-solving methodologies and investigative strategies
- Continuously refine, review and improve quality reporting by measuring and analyzing quality of results
- Identifying corrective/preventive actions, and evaluating/updating standards and metrics
- Partner with internal stakeholders and leadership to drive results, investigate/log escalated matters
- Work on ad-hoc projects, as needed
Beyond Finance provides personalized financial solutions through advanced fintech technologies, offering tailored financial education, tools, and support to help individuals achieve financial independence. The company leverages advanced fintech technologies to address unique circumstances and empower individuals to take control of their financial future.
Company Stage
N/A
Total Funding
$805M
Headquarters
Chicago, Illinois
Founded
2016
Growth & Insights
Headcount