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Operations Analyst Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated July 16, 2025
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An 199911138business analyst13.92analyst8.54operations analyst4.4data analyst3.3operations2.2921371220081821000.0079205.69174000.00YEARLY785198982025-09-012025-09-302025-08-012025-08-312025-10-05Operations Analyst, or Operational Analyst, reviews a company’s policies, procedures and functions to find areas of improvement. Their main duties include reviewing company data, building reports based on these findings and recommending programs to improve the company’s performance metrics.

Operations Analyst duties and responsibilities

The duties and responsibilities of an Operations Analyst help the organization move forward by recommending solutions to problems. Common duties for Operations Analysts include:

  • Collecting and organizing information from various sources like computer data and sales histories
  • Conducting interviews with employees and managers
  • Identifying and solving problems in various fields or specialized areas
  • Examine the data to figure out what is important to the problem and which methods are best to analyze it
  • Use statistical methods to analyze information and develop solutions to business problems
  • Advise managers on findings and the various courses they can take to address the problem
  • Write memos and reports for managers to look over the findings and recommendations

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Operations Analyst Job Description Examples

Example 1

Chariot Financial is a fintech startup located in O Fallon, Illinois. We work with credit unions and banks to run indirect and direct auto lending programs on their behalf. Chariot s mission is to bring better loan terms to non-prime borrowers who are typically offered only predatory options. We are looking for our first full-time hire to assist in multiple aspects of Chariot s business. This position will report directly to the COO and is an opportunity to join a promising and rapidly growing firm and develop skillsets / gain experience in different areas.

Responsibilities

  • Responsible for processing of loan documents and interfacing with dealer partners to resolve document deficiencies and ensure timely funding
  • Acts as liaison between the Loan Officers, dealers and Indirect unit resolve problems and facilitate the flow of work, expediting and resolving problems
  • Submit loan packets to clients for approval
  • Oversees the timely completion of regular and annual analysis of general ledgers
  • Participates in testing for system updates/changes that impact the operation of department
  • Responds to loan questions and complaints received from members, dealers or Call Center
  • Prepares reports and performs basic analysis is excel
  • Attends meetings, training sessions and seminars to ensure regulatory compliance is current
  • Tracks insurance on all outstanding loans and contacts insurance companies if necessary to retrieve updated insurance information.
  • Creates and processes all adverse action notices for denied loans.
  • Works closely with and performs other duties as assigned by the EVP/COO

    Qualifications

  • High School Diploma or equivalent required; bachelor s degree preferred
  • Familiarity with DealerTrack, RouteOne, and Loan Origination Systems
  • Knowledge of sales, credit, and funding processes in consumer finance and of the retail automobile finance industry (preferred)
  • Knowledge of consumer credit, credit laws, and regulations preferred
  • Ability to multi-task, work under pressure and make decisions in a fast-paced environment - required
  • Strong work ethic with analytical and problem-solving skills
  • High degree of computer literacy
  • Strong attention to detail

    Job Type: Full-time

    Pay: $50,000.00 - $70,000.00 per year

    Benefits:
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
    Schedule:
  • Monday to Friday

    Ability to commute/relocate:
  • O Fallon, IL 62269: Reliably commute or planning to relocate before starting work (Preferred)

    Experience:
  • Microsoft Office: 3 years Location: Hybrid remote in O Fallon, IL 62269

    • Example 2

    **Please note this position is for a client of Frederickson Partners. The client is based in Houston, TX. This post is not for a position at Frederickson Partners, A Gallagher Company.**



    Our Client

    A private equity firm driving the future of infrastructure projects. Their mission is to commercialize and scale companies across various sectors including energy, food, agriculture, manufacturing, industrial, chemicals, and materials.



    The Role

    Are you ready to kickstart your career in a dynamic and collaborative environment? As an Operations Analyst, you will support the senior operations team and contribute to investor relations and reporting efforts. This role offers a unique opportunity to grow and make a tangible impact on the firm’s success and that of their portfolio companies.



    Key Responsibilities
  • Create and distribute marketing materials for investors
  • Respond to investor inquiries, due diligence, and data requests
  • Support quarterly and annual investor reporting
  • Coordinate data sharing among our investment, finance, and decarbonization teams
  • Provide analytical and administrative support as needed
  • Take on additional tasks as assigned



    What We're Looking For
  • 1 to 3 years of experience at an investment manager, investment bank, accounting firm, or consulting firm
  • Undergraduate degree from a competitive institution
  • Accounting experience is a plus



    Must-Have Skills
  • Proficiency in Microsoft Excel
  • Excellent organizational skills
  • Ability to work independently
  • Self-starter with a strong work ethic
  • Willingness to work in-office 5 days a week



    Culture Fit & Impact
  • A team player who is ready to take on diverse tasks and support the team
  • Skilled at building meaningful relationships with colleagues and executives
  • A self-starter who thrives both collaboratively and independently
  • Curious, analytical, and committed to continuous learning
  • Flexible and adaptable, eager to implement best practices
  • Professional presence with a high level of maturity
  • Comfortable in an entrepreneurial environment and excited to help grow the firm



    Why Join?
  • Competitive compensation aligned with industry standards and your experience
  • Generous medical, dental, and vision plans
  • Competitive paid time off program
  • Free gym access for local staff
  • Paid volunteer time to support causes you care about



    Ready to Launch Your Career?

    If you're passionate about making a difference and excited to work in a collaborative, growth-oriented environment, we’d love to hear from you. Apply now and start your journey with our incredible client!

    Job Type: Full-time

    Pay: $73,701.00 - $85,000.00 per year

    Benefits:
  • Dental insurance
  • Health insurance
  • On-site gym
  • Paid parental leave
  • Paid time off
  • Vision insurance
    Schedule:
  • Monday to Friday



    Application Question(s):
  • Do you now or in the future require visa sponsorship to continue working in the United States?

    Experience:
  • post-college: 1 year (Required)

    Ability to Commute:
  • Houston, TX (Required)

    Ability to Relocate:
  • Houston, TX: Relocate before starting work Location: In person

    • Example 3

    About The Position: A Fusion Operations Analyst can expect the support of a large company, but the flexibility and advancement opportunities of a smaller, rapidly growing firm. As a member of the Fusion Operations Team, the Operations Analyst is responsible for handling operational workflow, following through on all support service functions and providing outstanding customer service for our financial professionals. The position is a multi-faceted role, which requires a strong working knowledge of investment management processes across multiple custodians, technology vendors and products. Fusion Operations Analyst can expect the support of a large company, but the flexibility and advancement opportunity of a smaller, rapidly growing firm.

    Qualifications include:

  • Previous investment industry experience required
  • Experience with Charles Schwab Institutional, TD Ameritrade Institutional, and Fidelity Institutionalcustodian platforms is strongly preferred.
  • General computer skills required.
  • College degree preferred.
  • Customer service experience preferred.
  • Must be detailed oriented.
  • Familiarity with Microsoft Office suite required (Word, Excel, Outlook, and Access).
  • Ability to quickly learn new technology systems, such as, custodian platform websites, portfolio and data aggregation software, paperless scanning technology, performance reporting and more.
  • Familiarity with technology platforms such as Redtail, Salesforce, Orion Advisor Services and Morningstar Office is preferred.
  • Excellent organization and communication skills.
  • Series 65 license is preferred or the ability to obtain the license.
  • Excellent verbal and written communication skills.
  • Ability to multi-task, including operating within the technology platform and speaking with advisors over the phone.
  • Must be able to work as a team, but also independently to meet deadlines and provide outstanding customer support.

    Compensation: This position is full-time with the expectation of a 40 hour work week. Advancement opportunities will be available. Salary is commensurate with experience. Plus bonus and benefits.

    Job Type: Full-time

    Pay: $50,000.00 - $65,000.00 per year

    Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
    Physical setting:
  • Office
    Schedule:
  • 8 hour shift
  • Monday to Friday
    Supplemental pay types:
  • Bonus opportunities



    Experience:
  • Financial Services: 2 years (Preferred)
  • Microsoft Excel: 1 year Location: Hybrid remote in Dallas, TX 75019

    • Example 4

  • Title: Sales Analyst/ M&A Analyst
  • Location: Salt Lake City, UT , Chicago, IL , Atlanta, GA
  • Duration: 06 + months Contract

    Job Details:

  • Required onsite: Yes, 50% of the time at any of the above locations.
  • Opportunity for extension/conversion: yes
  • 2-3 years or more working Sales Operations, Deal Management, or Renewal Management Other Qualifications Solid proficiency with Salesforce and Apttus or equivalent ing tool Manipulate formulas in Microsoft Excel.
  • Perform deal calculations in a workbook and ing tool.
  • prepare and modify contract documents.
  • Manage opportunities in Salesforce.

    Job Type: Contract

    Salary: $25.00 - $32.00 per hour



    Experience:
  • Sales Operations: 2 years (Preferred)
  • Deal Management, or Renewal Management: 3 years (Preferred)
  • Salesforce: 2 years (Preferred)
  • Apttus: 2 years Location: In person

    • Example 5

    We are seeking a skilled Operations Analyst to join our MGX Beverage warehouse team. The primary focus of this role is to generate and analyze key performance indicators (KPIs) to measure operational effectiveness. The Operations Analyst will play a vital role in providing meaningful insights to the business, utilizing data modeling and visualization techniques to communicate the story. This role is responsible for analyzing and evaluating various aspects of the warehouse, including inventory control, order fulfillment, labor utilization, and overall process improvement. The Operations Analystuses data-driven insights to identify opportunities for optimization, implement solutions, and drive continuous improvement initiatives within the warehouse environment.

    Essential Functions:

  • Generate and analyze key performance indicators (KPIs) to measure business performance: Develop and maintain a comprehensive set of KPIs to measure operational effectiveness and efficiency in the warehouse environment.
  • Provide meaningful insights: Collect and analyze data related to warehouse operations, including inventory levels, order volumes, picking and packing efficiency, and labor utilization. Identify patterns, trends, and areas for improvement based on data analysis, and provide regular updates and insights to business stakeholders
  • Process Evaluation: Evaluate existing warehouse processes and workflows to identify bottlenecks, inefficiencies, and areas of improvement. Conduct time and motion studies, analyze order processing workflows, process mapping, and root cause analysis to identify opportunities for optimization. Identify opportunities to reduce order processing time, improve order accuracy, and enhance customer satisfaction.
  • Warehouse management systems (WMS): Leverage expertise in warehouse management systems (WMS) to extract and analyze data, identifying trends and areas for optimization.
  • Reporting and Communication: Prepare regular reports, dashboards, and presentations to communicate insights and recommendations to management and stakeholders. Present findings, progress, and improvement initiatives in meetings.
  • Data modeling and visualization: Utilize data modeling techniques and advanced Excel skills to create models, charts, and graphs that effectively communicate complex data sets to business stakeholders.
  • Training and Support: Provide training and support to warehouse staff on process changes, system updates, and best practices. Ensure that employees understand and adhere to standard operating procedures (SOPs) and safety guidelines.
  • Data integrity maintenance: Ensure the accuracy, completeness, and consistency of data by implementing quality control measures and data validation techniques.
  • Cross-functional collaboration: Collaborate with various teams such as inventory control, inventory management and warehouse management to gather data, understand requirements, and develop solutions for operational challenges.
  • Profit-minded approach: Identify opportunities for cost reduction and operational efficiency improvements through data analysis and collaborate with relevant stakeholders to implement appropriate measures. Apply a profit-minded mindset to all analyses and decision-making, focusing on improving financial performance and contributing to overall business profitability.

    Skills and Qualifications:

  • Bachelor's degree in Operations Management, Business Analytics, Computer Science, Mathematics, Statistics or a related field; applicable experience in lieu of degree.
  • Proven experience as an Operations Analyst or in a similar analytical role.
  • Prior experience in a warehouse or distribution environment is preferred.
  • Strong analytical and problem-solving skills, with the ability to translate data into actionable insights.
  • Proficiency in data analysis tools, techniques, and software, including advanced Excel functions and data visualization tools (e.g., Tableau, Power BI).
  • Familiarity with warehouse management systems (WMS) and their data structures.
  • Strong knowledge of enterprise resource planning systems (ERPs), previous experience with MS Navision is preferred
  • Excellent communication skills, with the ability to present complex data findings in a clear and concise manner.
  • Detail-oriented with a focus on data accuracy and integrity.
  • Strong organizational and time management skills, with the ability to work on multiple projects and priorities simultaneously.
  • Continuous learning mindset to stay updated with industry trends and emerging analytics techniques.

    Job Type: Full-time

    Pay: $75,000.00 - $90,000.00 per year

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
    Schedule:
  • Monday to Friday



    Ability to commute/relocate:
  • Edison, NJ 08837: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • Operations Analyst: 2 years (Required)
  • Warehouse distribution: 1 year (Preferred)
  • Data Analysis tools: 2 years (Preferred)
  • Warehouse management system: 2 years Location: In person

    • Example 6

    Are you

  • A strong critical thinker that uses logic to identify opportunities, evaluate alternatives, and synthesize information to solve complex problems?
  • An individual with strong organizational skills and consistently demonstrates a methodical approach to your work?
  • Intellectually curious and possess the desire to understand how and why things work the way they do and the ability to turn that information into actionable insights to make informed operational decisions
  • An effective communicator that can explain or request complex information to and from a variety of audiences?
  • Comfortable working in a dynamic environment and have confidence in your ability to work autonomously?

    Then this is the role for you! Join us at Optimum Re Insurance in Dallas, TX as a Reinsurance Analyst!

    Job Description

    Mitigate risk and drive production by ensuring transactions are reported and administered according to the appropriate legal agreement. As a member of our Administration team you will support a culture of client focus and expertise by addressing reinsurance requests timely and accurately.

  • Manage reinsurance requests promptly and accurately for the team and/or assigned clients.
  • Communicate with internal and external clients regarding routine requests necessary to complete transactions.
  • Acquire procedural processing and business knowledge that contributes to efficient and accurate account management
  • Identify and resolve premium issues through account analysis in accordance with legal treaty guidelines
  • Organize and manage personal workload by utilizing department reports
  • Communicate concerns, questions, and suggestions regarding tasks promptly and regularly to direct supervisor
  • Actively engage and demonstrate characteristics of a collaborative team member
  • Engage and participate in team and department meetings
  • Meet the established standards such as production, quality and client services.

    Qualifications

    Recommended

  • High School diploma
  • 0-2 years experience in account management
  • Basic skills using Microsoft Outlook, Excel and Word
  • mathematical aptitude
  • inquisitive disposition
  • excellent research and analytical skills

    Intermediate

  • Associates degree
  • 2-5 years of account management experience in life insurance, one of which in the capacity of providing support to external clients
  • Intermediate skills using Microsoft Outlook, Excel and Word

    Job Type: Full-time

    Pay: $40,000.00 - $45,000.00 per year

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance
    Schedule:
  • Monday to Friday



    Ability to commute/relocate:
  • Dallas, TX 75247: Reliably commute or planning to relocate before starting work (Preferred)

    Application Question(s):
  • What salary range are you considering for this Location: Hybrid remote in Dallas, TX 75247

    • Example 7

    UTLX Manufacturing LLC

    Come join a team where People make the difference! As a part of Marmon Holdings, Inc., a highly decentralized organization, UTLX Manufacturing relies heavily on people with the aptitude, attitude, and entrepreneurial spirit to drive our success, and we're committed to attracting and retaining top talent.

    We are looking for an Operations Analyst that is safety and quality conscious and willing to learn and grow with the business. This is a role where you will work in a TEAM environment where safety always comes first.

    Primary responsibilities include, but are not limited to:

  • Supports plant-wide initiatives and metrics
  • A key member of continuous improvement projects at the site
  • Creates clear written procedures to help ensure a safe and efficient process
  • Works closely with production management team to determine efficient utilization of employees and equipment
  • Conforms to all regulatory requirements such as FRA, DOT, OSHA, etc.
  • Modeling and adhering to the UTLX Values

    Skills/Abilities

  • Computer Skills to include Microsoft 365
  • Working knowledge of CAD applications (Solid Edge, AutoCAD) is beneficial
  • Understanding of welding processes
  • Problem Solving/Analysis skills and Change Management
  • Ability to manage multiple projects simultaneously, attention to detail and excellent organizational skills
  • Listening and feedback skills to include proficiently communicating with employees, peers, managers, internal and external customers
  • Ability to write reports, procedures, etc. in a clear and professional manner
  • Results driven
  • Demonstrated self-development as well as the development of others which may include direct training experience of employees as well as preparing and organizing learning activities

    Education/Experience/Qualifications:

  • Bachelor's degree in operations or related field a plus; 7+ years of experience will be considered in lieu of degree
  • Lean Six Sigma certification is preferred
  • Three (3) years proven experience leading lean activities such as Kaizen, Time Studies, SMED, etc.
  • Facilitation experience with knowledge of leading cross-functional teams
  • Previous work experience in production method development, standards, fixtures, and tooling
  • Experience utilizing lean processes, SPC and ISO standards
  • Experience working in a manufacturing or industrial environment
  • Exposure to lean tools is beneficial (5S, Kaizen, etc.), Practical experience with visual management

    What We Offer:

    UTLX strives to be the Employer of Choice. Our generous benefits package includes:

  • Benefits on Day 1
  • Medical/Dental/Vision
  • Health Savings Account/Flexible Spending Account
  • Company Paid Benefits: Short Term Disability, Long Term Disability, Life Insurance
  • 4 weeks of Paid Parental Leave
  • Vacation Benefits
  • 401k with generous company match and additional employer annual contribution

    We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class.

    Job Type: Full-time

    Pay: $65,000.00 - $85,000.00 per year

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Monday to Friday



    Ability to commute/relocate:
  • Alexandria, LA 71303: Reliably commute or planning to relocate before starting work (Required)

    Education:
  • Bachelor's (Required)

    Experience:
  • Microsoft 365: 1 year (Required)
  • Lean Six Sigma: 1 year (Preferred)
  • lean activities such as Kaizen, Time Studies, SMED, etc.: 3 years Location: In person

    • Example 8

    About VRGL

    VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client s current investment portfolio with where it could be if they transitioned to a new wealth management organization. This immediate transparency allows financial advisors, wealth managers and anyone with brokerage and custodial statements to instantly extract data and quantify what a change means to them. Through VRGL s 5 Pillars, a financial advisor can quickly help a prospective client identify the advantage of a switch. No more steak dinners and golf outings over years to develop a relationship, go straight to the heart of why they are talking to you. Value Add.

    VRGL is building out an Operations team to support clients using our application. This team will sit between Product and the clients, getting direct market feedback and managing data flow within the company.

    Responsibilities

  • Maintain data flow for high quality and throughput
  • Completeness, accuracy & timeliness
  • Data from financial statements, market data and alternative data sources
  • Work with engineers and data scientists to develop tools to support operations and client success
  • Define software requirements to automate data entry, processing, and quality control
  • Track feature and data requests that can iteratively be added to the application
  • Partner with clients to creatively solve for their needs and grow our feature set

    Position Requirements

  • Bachelor's degree (or relevant experience) in a quantitative field, e.g. information systems, business, finance, engineering or accounting
  • Ability to work independently on a distributed team
  • Detail oriented with strong communication and organization skills
  • Growth mindset and ambitious work ethic

    VRGL is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind:VRGL does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service or other non-merit factor.

    Job Type: Full-time

    Pay: $55,000.00 - $65,000.00 per year

    Schedule:
  • Monday to Location: One location

    • Example 9

    Tidewater Renewables Ltd. engages in production of renewable fuel in North America. The company intends to focus on the production of low carbon fuels, including renewable diesel, renewable hydrogen, and renewable natural gas, as well as carbon capture. It intends to supply low carbon fuels to investment grade offtakers, existing customers, government entities, First Nations groups, and others in the transportation, utilities, refining, marketing, power, and other industries.

    Tidewater Renewables has an immediate opening for an Operations Analystreporting to the Executive Vice President, Operations. This a full-time position based in Calgary.

    Summary of Responsibilities:

  • Support the Operation Team as required on a day to day basis
  • Identify leads and pursue new production and opportunities in assigned asset area
  • Manage all aspects of Operated and Non-Operated CO&Os, Units and Service Agreements, including drafting, reviewing and updating
  • Verify and ensure integrity of the physical files, CS Explorer and scanned agreement database
  • Assist in the preparation of operating forecasts, updating fees and expense DOIs
  • Act as Tidewater Alternate Representative to the Operating Committee for Non-Operated Operating Committee Meetings and Mail Ballot approval
  • Assist in the preparation of Tidewater operated AFEs, review and provide initial recommendation of partner operated Mail Ballots and AFEs
  • Provide Acquisition and Divestiture support
  • Work with internal and external stakeholders to resolve billing issues
  • Participate in special projects

    Qualifications:

  • A technical or commercial degree or diploma is required.
  • Minimum of five years related oil and gas industry experience in marketing, operations finance, joint ventures or engineering;
  • Ability to work effectively in a collaborative team environment;
  • Excellent organizational, interpersonal and communication skills;
  • Excellent analytical and innovative problem-solving skills;
  • Excellent computer skills with proficiency in MS Office, Accumap, Salesforce and CS Explorer;
  • Additional computer skills would be an asset; Qbyte, AFE Navigator, and Petroleum Registry (Petrinex);

    Compensation:

    We offer a competitive compensation package including an attractive base salary, short term and long term incentive plans.

    Employee Benefits:

    Tidewater Renewables offers a comprehensive benefit program including health, dental and medical coverage, paramedical services, a healthcare spending account and an Employee and Family Assistance Program.

    We thank all interested candidates for their interest; however, only those selected for an interview will be contacted.

    Job Type: Full-time

    Benefits:
  • Dental care
  • Employee assistance program
  • Employee stock purchase plan
  • Extended health care
  • On-site gym
  • Vision care
    Schedule:
  • 8 hour shift

    Education:
  • DCS / DEC (required)

    Experience:
  • marketing, operations finance, joint ventures or engineering: 5 years & gas industry: 5 years (preferred)

    • Example 10

    This position is responsible for providing professional and administrative support to the Manager of Postal Analytics & Services and the Logistics Team with responsibilities for: 1) providing postage estimates and actual results reconciliations, 2) initiate, support resolution to issues involving postage/postal audits, reporting, and billing, 3) performing various analytics and other projects, 4) collaboratively sharing postal expertise.
    Additionally, this position will support the co-bind, co-mail and co-mingle services by identifying opportunities through research, assessing and modeling clients with various co-services strategies.

    Benefits
  • 401K with 3% company contribution
  • Health, Vision and Dental Insurance (HSA and FSA)
  • Paid Vacation
  • 9 Paid Holidays

    Qualifications
  • College degree or equivalent experience. In lieu of degree, minimum five years of experience in mail operations and strong understanding of postal operations/regulation, distribution and production.
  • Requires strong written and verbal skills to communicate complex data and processes
  • Advanced expertise in Excel, and proficiency in Word, Outlook and PowerPoint
  • Ability to bring clarity and satisfactory resolution to problems / issues
  • Ability to work in a demanding, fast-paced environment
  • Self-starter able to manage multiple projects with limited supervision, while meeting deadlines
  • Ability to work irregular work hours including evenings and weekends from time to time.
  • Requires strong problem-solving skills and mathematical aptitude.
  • Aptitude to solve complex problems and quick to assess contingencies.
  • Highly organized, self-motivated, quick learner, and innovative person.
  • Logical in reviewing data and in assessing and reporting results with integrity.

    Job Type: Full-time

    Pay: From $45,000.00 per year

    Benefits:
  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Vision insurance
    Schedule:
  • Monday to Location: One location

    • Example 11

    Title: Operations Analyst
    Duration: 6-12 + months with extension
    Location: Arizona, Utah (Remote)

    Responsibilities :

  • Managing a pipeline of servicing requests in multiple loan systems; facilitating/leading meetings; preparing/reviewing reports; researching or reconciling moderate to complex information; and may act as a point of escalation.
  • Accountable for performing assigned functions with very limited supervision efficiently and ensuring all regulations, procedures, and policies are adhered to.
  • Performs assigned activities required to support Global Loan Operations.
  • Utilizes knowledge or resources to resolve moderate to complex issues and escalates complex non-routine problems.
  • Performing Implementation and Quality Assurance on various loan Servicing transactions for our Asset Based Lending loan products within the Bank systems
  • Comprehend, translate, and review loan documents for accuracy and proper approvals.
  • Preparing reports - Analyzes, researches, and resolves a variety of operational activities related to loans
  • Processing audit transactions approving wire transactions and resolving exceptions Skills.
  • Providing training and support to clients, business partners, and junior team members
  • Reviewing reports and performing interest and credit line calculations
  • Providing backup documentation for internal and external auditors
  • Collaborating on business-critical projects
  • Solid networking skills, strong ability to build relationships with internal clients.
  • Strong attention to detail Critical thinking with the awareness to know when to challenge or question
  • Interest in following process and procedures
  • Able to act as a Subject Matter Expert and leader for less experienced team members and work independently with Business Partners as SME and projects and initiatives as assigned.
  • High School Diploma or Equivalency PLUS - 3-5 years of related professional experience (banking/financial services industry or customer service) OR - 5-7 years of the overall experience - Bachelor's Degree desired and may be considered as 1-2 years overall experience.

    Job Type: Contract

    Benefits:
  • Dental insurance
  • Health insurance
  • Vision insurance
    Schedule:
  • 8 hour shift

    Experience:
  • Assest: 1 year (Required)
  • Commercial: 1 year (Required)
  • Loan officer: 1 year Location: Remote

    • Example 12

    About Us

    xquic is innovative hospitality technology. xquic's mission is to change how businesses operate through automation of manual tasks. The xquic platform will help hotel owners, managers, and team members operate with increased employee retention, lower risk, and higher ROI.

    What We Are Looking For

    We're looking for someone with hunger and motivation to control his/her destiny. Our organization thrives on our fun and fast-paced atmosphere, creating the perfect place to grow your career.
    We are looking for perseverance, grit, and a do whatever it takes attitude to manage operations for our customer growth.
    The Operations Analyst will be a critical member of the sales team and an initial step to a highly successful career at xquic.

    What You'll Do
  • Set up and onboard new customers
  • Create and send summary for group accounts
  • Manage all invoice and billing activities
  • Respond to customer inquiries
  • Conduct commission and revenue reconciliations
  • Provide weekly tracking metrics
  • Work closely with the development and product management team to maximize the efficiency and gather customer feedback
  • Drive customer adoption
  • Meticulously manage prospect data
  • Create a business plan of how you will achieve your goals
  • Participate in trade shows and other corporate promotional programs in support of sales prospecting efforts

    What You'll Bring
  • Minimum 1-year experience with operations
  • Very comfortable with technology (Google Sheets, Excel, and more)
  • Hospitality experience a plus
  • Innovative approaches to calling and emailing
  • Strong team player that also excels as a high-performing individual contributor
  • Excellent verbal and written communication skills
  • Ability to work effectively under pressure and meet established goals & objectives
  • Demonstrated oral and written communication skills
  • Planning, organizing and effective time management skills
  • General financial acumen

    Job Type: Full-time

    Pay: From $36,000.00 per year

    Benefits:
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Day shift
  • Holidays
  • Monday to Friday
  • Overtime
    Supplemental Pay:
  • Bonus pay

    COVID-19 considerations:
    Following cdc guidelines

    Ability to commute/relocate:
  • King of Prussia, PA 19406: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • SQL: 1 year Location: One location

    • Example 13

    OnPay is a fast-growing software company headquartered in Atlanta offering a modern cloud-based payroll, HR, and benefits solution for small to mid-size businesses. Over the last year, our headcount has increased by 50%. We're currently seeking talented and curious individuals to join our team. We want to hear from you if you are interested in becoming a part of an exciting and fast-growing company!

    The Tax Operations team is responsible for providing our clients with high-level support regarding the resolution of complex tax matters via OnPay's online portal. This role offers an exciting opportunity to build and enhance our core function. We fully understand that it is our client's success that make us great. By doing business in this way, we deliver an exceptional experience resulting in saved time and money for our clients. This position reports to the Sr. Tax Operations Manager.

    Responsibilities:
  • Provide our clients support regarding the resolution of issues that impacts their historical and current payroll records and tax filings
  • Effectively troubleshoot and research problems to identify solutions for clients as well as internal teams
  • Respond to client inquiries promptly and professionally to maintain client satisfaction and account accuracy
  • Ensure that documentation of client issues and resolution are comprehensive and professional
  • Help research and respond to federal, state and local tax notices
  • Communicate with federal, state, and local tax agencies regarding client accounts and compliance matters
  • Maintaining and prioritizing workload cases based on urgency while participating in tax projects
  • Nurturing and developing knowledge about state and federal tax laws as changes occur
  • Effectively manage daily tasks, such as resolving client issues, garnishment processing, and tax filings/payments
  • Identifying and developing plans of resolution for tax matters

    Traits We Seek:
  • Ability to manage multiple tasks simultaneously, going from technical/financial to client interaction with ease
  • Desires to make a meaningful impact at a fast-growing, exciting company
  • Entrepreneur mentality - positive attitude with hustle, persistence and strong work ethic
  • Superior interpersonal skills with the ability to work with various types of clients
  • Self-starter with a great sense of urgency
  • Exceedingly detail-oriented and organized
  • Problem solver enjoys helping others
  • Solid analytical and critical thinking skills; ability to learn at a fast pace
  • Exceptional technical aptitude
  • Ability to foresee, analyze, and diagnose potential issues to mitigate risk

    Experience and Skills:
  • Experience in a technical service role
  • Experience in payroll and taxes
  • College experience (degree strongly preferred)
  • Excellent written and verbal communication
  • Experience administering client information in a database
  • Advanced technical and computer skills Microsoft Suite, CRM, Adobe Acrobat, internal databases

    Perks:
  • A casual team-oriented environment with solid work/life balance
  • Four weeks paid time off plus paid holidays and generous parental leave
  • Medical, Dental, Vision, Short-term/Long-term Disability, and Life Insurance Industry-specific training
  • Stocked kitchen with a variety of snacks and drinks
  • Convenient location at Ponce City Market
  • Ponce City Market employee discounts & more!

    OnPay is an equal opportunity employer. OnPay makes all employment decisions without regard to gender, sexual orientation, gender identity, race, color, religion, age, pregnancy, national origin, veteran status, disability or any other classification protected by applicable laws.

    Job Type: Full-time

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
    Schedule:
  • Monday to Location: One location

    • Example 14

    Daasity is looking for a Revenue Operations Analyst near the Toronto, ON, Canada area to help us build a foundation for excellence by reinforcing revenue strategy with metrics, infrastructure, business processes, and best practices. You will help the sales team to maximize their sales and attainment through analytics, reporting, data streams and KPIs. You will be the partner of sales managers and directors in forecasting, territory planning & management as well as their business review cadence.

    Who Should Apply?
    You will be a trusted partner of the sales management team and will make supporting recommendations on ways to improve the productivity and scale of the sales organization, therefore it is important that you are a curious, independent, rigorous, and proactive kind of a person. It is vital that you are an excellent team player, have a strong attention to details, and have strong analytical and problem-solving skills.

    What will your day-to-day look like?

  • Find, document, and implement highly creative solutions to problems using a wide range of technologies and applications
  • Understand and utilize best practices during development and release processes
  • Champion the use of technology, tools, and processes to maintain the source(s) of truth of our sales, marketing, and customer success data
  • Proactively search for areas to improve, streamline and scale using data, process and systems analyses that measurably impact company revenue
  • Collaborate with end users and stakeholders to understand the details of a business problem, it's impact on the business and the desired outcome the team wishes to achieve
  • Perform detailed investigations to reveal potential insights into root causes, areas of most impact, priorities of focus and recommended paths forward
  • Work across a mix of proactive projects and reactive support for business stakeholders in Marketing, Sales, and Customer Experience
  • Lead development of projects, measuring the real impact of solutions and adapting as necessary to overcome unexpected roadblocks or other obstacles
  • Manage cross-functional stakeholders and lead by influence on company-wide initiatives to move the needle on revenue growth
  • Leverage a service desk ticketing queue to prioritize tasks and track deliverables

    Requirements:

  • Live near the Toronto, ON, Canada area
  • 2-4 years Hubspot or SFDC experience required
  • 1-3 years of experience in Sales Operations, Revenue Operations or Business Operations in high-growth SaaS or technology companies
  • Administration experience with best-in-class CRM and related tools in the Marketing, Sales & Customer Experience tech stack for SaaS companies (e.g., Marketo, Salesloft, Gong, Zoom, InsightSquared), with a desire to learn how to become an expert
  • Understanding of key SaaS Sales, Marketing, and CX concepts and how they work in practice (e.g., solution selling)
  • The ability to conceptualize business processes, clearly illustrate pain points, and recommend changes to the systems that support those processes
  • Basic understanding of the SaaS technology landscape
  • Strong quantitative capabilities with a passion for numbers and analytics
  • Experience working with BI/Analytics tools
  • High proficiency in Excel
  • SQL knowledge
  • Ability to tell the story and present the results in a clear and interesting way
  • Great communicator and can build relationships with a diverse set of stakeholders
  • Experience working in an Agile environment

    Who We Are:
    At Daasity, we believe every company no matter the size should have access to the data and tools they need to be successful. But far too often, that's not the case. Founded in 2017, Daasity is the first and only data analytics platform built exclusively for Direct-to-Consumer brands by industry leaders in the Direct-to-Consumer space.

    Daasity provides DTC brands with a business insights solution tailored to their specific needs. Start seeing value today with a platform that's built to last for tomorrow. When it comes to making big decisions and big data, we get it. When it comes to your business, we get that, too.

    Daasity embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We believe the more inclusive we are, the better our company will be.

    What We Offer:

  • Remote first organization
  • Competitive compensation
  • Competitive medical, dental and vision coverage for you and your dependents
  • Ancillary Benefits include Short & Long-term Disability Insurance, FSA/HSA options, Mental Health Services via TalkSpace, Health Advocate
  • 401(k) with over 20 investment options
  • New MacBook and $450 Home Office Credit
  • Stock Options
  • Unlimited PTO
  • Paid parental leave
  • Growth potential company-wide
  • Collaborative, transparent, and fun-loving work environment

    Application Process:
    These steps may vary by role and are dependent on the needs of the company.

  • Application Screening

  • Initial/Behavioral Interview with the Recruiting Team

  • Interview with the hiring manager

  • Follow up interview, if applicable

  • Reference Check

  • Offer Package

  • Background Type: Full-time
    • Our mission

    Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

    Read our editorial guidelines
    Job Description Best Practices
    Optimize your new and existing job descriptions to reach more candidates
    Get the Guide

    What does an 199911138business analyst13.92analyst8.54operations analyst4.4data analyst3.3operations2.2921371220081821000.0079205.69174000.00YEARLY785198982025-09-012025-09-302025-08-012025-08-312025-10-05Operations Analyst do?

    Operations Analysts review the operations of a company and use this information to develop recommendations and changes to enhance the organization’s overall efficiencies. They’ collect this information by looking at workflows, reviewing company reports and interviewing employees. Once they’ve gathered all the necessary data, they use it to create strategies and programs that strengthen the overall operations of the company.

    They present these policies, programs and business structure ideas to the leadership team, who provides their feedback regarding whether these suggestions are doable. Once approved, Operations Analysts collaborate with managers and department heads to ensure a smooth transition. They also train employees on what these new procedures are and how to follow them.

    Operations Analyst skills and qualifications

    The following are some of the major skills and qualifications of an Operations Analyst:

    • Communication to collaborate with colleagues and clients
    • Mathematical skills to process complex calculations
    • Problem-solving skills to find multiple viable solutions for a challenge
    • Computer skills to use various programs needed for analysis
    • Analytical skills to process large amounts of data
    • Critical thinking to determine what data and information is useful for the task

    Operations Analyst salary expectations

    The average salary of an Operations Analyst is $64,759 per year, with an average cash bonus of $2,500 a year. Salary may depend on level of experience, education and the geographical location.

    Operations Analyst salary expectations

    2025-09-0121000.0079205.69174000.00YEARLY
    • Common salary: 79205.69 YEARLY
    • Typical salaries range from 21000.00 - 174000.00 YEARLY
    • Find more information on Indeed Salaries

    *Indeed data – 2025-09-01

    Operations Analyst education and training requirements

    An Operations Analyst usually has a bachelor’s degree in statistics, mathematics or business administration where they learn basic research fundamentals. Many employers prefer candidates with a master’s degree for a more specialized technical and quantitative education. Computer science courses are also important since they use statistical software. Courses in other areas, like economics or engineering, are useful since this field is multidisciplinary.

    Most Operations Analysts receive on-the-job training to learn about the specific needs of the company. This training usually lasts one to three months and includes details about the company’s requirements, mission and goals.

    Operations Analyst experience requirements

    Operations Analysts typically begin in entry-level roles, such as Junior Analysts, to get experience. Most Operations Analysts roles require at least 3 years of experience in an analysis or operations role. Some education could substitute for experience.

    Job description samples for similar positions

    If the job description for the 199911138business analyst13.92analyst8.54operations analyst4.4data analyst3.3operations2.2921371220081821000.0079205.69174000.00YEARLY785198982025-09-012025-09-302025-08-012025-08-312025-10-05Operations Analyst does not suit your needs, view descriptions for related professions:

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    Three individuals are sitting at a table with a laptop, a disposable coffee cup, notebooks, and a phone visible. Two are facing each other, while the third’s back is to the camera. The setting appears to be a bright room with large windows.

    Hire your next Operations Analyst today.

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