Business Intelligence & Operations Analyst

The Business Intelligence & Operations Analyst uses data, technology, and financial analysis to improve business performance, streamline operations, and support growth.

Reporting to the COO, this hands-on role develops business intelligence tools, financial models, and operational forecasts while supporting financial processes, vendor coordination, and management reporting.

Working with hospital managers, executive leadership, and the finance/CFO team, the Analyst connects financial and operational data to understand how changes in services, staffing, capacity, and costs affect the business.

We're looking for someone who is analytical, tech-savvy, curious, and resourceful—someone who connects the dots, builds practical solutions, and turns information into action.

Key Responsibilities

Business Intelligence & Analytics

• Build dashboards, KPI scorecards, management reports, and automated reporting using Zoho Analytics.
• Integrate financial, clinical, staffing, and operational data to analyze revenue, profitability, utilization, productivity, and performance.
• Leverage AI, business intelligence, and automation tools to improve workflows, develop predictive models, and identify operational trends.
• Translate data into actionable insights, recommendations, and alerts that support timely business decisions.

Financial Operations & Reporting

• Prepare employee reimbursements and verify supporting documentation, accuracy, and approvals.
• Audit billing, service codes, charges, and commission calculations; coordinate corrections as needed.
• Collaborate with the finance/CFO team and outsourced accounting partners on AP/AR, reconciliations, and financial reporting.
• Support hospital managers with revenue analysis, expense monitoring, financial reporting, and performance improvement.
• Develop financial and business SOPs, approval workflows, and reporting procedures.

Financial Modeling & Business Planning

• Build financial pro formas and forecasts for new products, service lines, staffing, equipment investments, expansion, and growth initiatives.
• Evaluate projected revenue, costs, profitability, demand, and return on investment.
• Model how changes in case volume, pricing, service mix, and staffing affect operational capacity and financial performance.
• Identify dependencies and thresholds that trigger additional staffing, equipment, scheduling capacity, or workflow changes.
• Communicate financial and operational implications, risks, and recommendations to leadership.
• Support budgeting, scenario analysis, and business planning in collaboration with the finance/CFO team.

Vendor Management & Operational Improvement

• Coordinate vendor relationships, pricing reviews, contract terms, renewals, and service performance.
• Maintain contract records, monitor obligations, and analyze vendor costs and opportunities for savings.
• Partner with hospital managers on vendor needs, operational issues, and contract-related decisions.
• Support negotiations and contract recommendations in coordination with the COO.
• Develop and implement tools, automation, and standardized processes that improve operational efficiency and accountability.

Required Qualifications

• Master's degree required in Business Analytics, Finance, Accounting, Business Administration (MBA), Information Systems, or a related field.
• 3+ years of experience in business intelligence, operations analysis, financial analysis, or a related role.
• Advanced Excel or Google Sheets skills, including financial modeling, forecasting, and data analysis.
• Experience developing dashboards, automated reports, integrated data models, and financial pro formas.
• Proficiency with Zoho Analytics or comparable BI platforms such as Power BI, Tableau, or Looker Studio.
• Demonstrated ability to use AI and automation tools to solve business problems.
• Working knowledge of financial reporting, budgeting, billing processes, and operational performance metrics.
• Strong analytical judgment, problem-solving, organization, and communication skills.
• Ability to work independently and collaborate across executive, finance, and operational teams.

Preferred Qualifications

• Experience with Zoho Analytics, SQL, APIs, or data integration tools.
• Experience developing predictive models, automated workflows, or operational alerts.
• Healthcare, veterinary, multi-location, or service-based business experience.
• Experience with capacity planning, workforce modeling, or service-line profitability.
• Familiarity with reimbursements, billing audits, commission calculations, and vendor contracts.

What Success Looks Like

• Business Intelligence: Reliable dashboards and integrated reporting that provide meaningful visibility into business performance.
• Financial & Operational Planning: Accurate pro formas and forecasts that connect growth opportunities with staffing, capacity, and profitability.
• Financial Accuracy: Timely reimbursements, accurate billing and commission reviews, and consistent financial processes.
• Operational Efficiency: Improved vendor coordination, standardized workflows, and effective use of AI and automation.
• Actionable Insights: Leadership and hospital managers have the information needed to anticipate challenges and make informed decisions.

Benefits & Perks

• Competitive salary
• 401(k) with company match
• Medical, dental, and vision insurance, subject to eligibility requirements
• Employee Assistance Program (EAP)
• 15 days of Paid Time Off annually
• Paid company holidays
• Continuing education and professional development opportunities
• Employee pet care discounts
• Collaborative, growth-oriented work environment
• Work from our Round Rock location or remotely—let's talk!

Work Style Survey

As part of our interview process, please complete our work style survey:

https://go.cultureindex.com/p/Nsgbxm7QAzymZ