Operations and Financial Analyst, Vero

• You are a proactive, detail-oriented analyst who thrives in a dynamic, high-growth environment. You are an Excel expert and CRM data steward who enjoys translating real-world operational activities—like network rollouts, ticket volumes, and route miles—into actionable financial insights for leadership
• You are a clear communicator, comfortable collaborating across departments to improve workflows, validate data integrity, and support executive decision-making
• Experience: 2–5 years of progressive experience in financial analysis, business operations, variance analysis, reporting, or budgeting
• Education: Bachelor’s degree in Business, Finance, Economics, or a related field (or equivalent practical experience)
• Technical Toolkit:
• Advanced Microsoft Excel: High proficiency in complex formulas, financial modeling, data reconciliation, and scenario analysis
• Microsoft PowerPoint & Presentation Skills: Ability to transform raw data into polished, visually intuitive decks for executive leadership and the Board
• CRM Proficiency: Experience navigating, managing, or setting validation rules in CRMs (e.g., Zoho, Salesforce, Hubspot)
• Note: Coding/SQL engineering skills are not required for this role

Desirable

• Reports To: VP Business Operations
• The Operations & Financial Analyst supports executive decision-making by bridging the gap between daily operations and financial clarity
• This role is responsible for operational tracking, variance analysis, and routine reporting, ensuring data integrity and actionable insights across network and financial workflows
• Operational & Network Reporting (40%)
• Network & Customer Performance: Author and maintain recurring customer-specific and nationwide network operations reports, tracking key operational metrics to recommend actionable improvements
• Operational Expense & Cost Analysis: Perform pass-through cost analysis, locate ticket trend analysis, and network operations expense tracking to identify cost-saving opportunities
• Metric Validation: Track and validate core physical network metrics, including route miles, bookings margins, net sales, installs, and disconnects (MRR/MAR walks)
• Recovery Management: Monitor internal and external recovery efforts and financial workflows associated with network performance and outages
• Financial Analysis & Executive Support (40%)
• Board Deliverables: Maintain and enhance quarterly Board of Directors reporting materials using Microsoft Excel and PowerPoint
• Quarterly Forecasting: Manage and refine key operational inputs that feed into the broader company-wide financial model and forecast
• Strategic Insights: Partner with operational teams to analyze margins and translate raw operational throughput into financial impact
• CRM & Data Governance (20%)
• CRM Data Hygiene: Manage and enforce object validation rules, workflows, and pipeline accuracy in our CRM to transition operations from reactive troubleshooting to proactive data governance
• Reporting Architecture: Act as an operational stakeholder contributing to company-wide data reporting standards and process improvements