Senior Business Operations Analyst, Professional Services

About the role

Candescent is a technology company that helps financial institutions deliver intelligent banking experiences, combining digital banking, account opening and branch solutions. The Senior Business Operations Analyst, Professional Services supports the operational processes of the Professional Services business, from commercial intake through project creation, financial forecasting, milestone management and billing readiness. The role connects Professional Services, Sales, Finance, Business Operations and Tools Engineering so that engagements move smoothly from statement of work and commercial intake into Salesforce, Smartsheet, NetSuite and downstream financial processes.

Key responsibilities

• Coordinate the operational lifecycle of professional services statements of work, work orders, change requests, quotes and related commercial requests, and track them through completion.
• Maintain pricing worksheets, commercial assumptions, annual uplifts, support-window pricing and standardized pricing models, and preserve traceability between commercial documents, approvals, opportunities and projects.
• Validate project and financial information before project creation, set up projects in NetSuite (records, tasks, milestones, charge rules, financial attributes) and coordinate handoffs between Salesforce, Smartsheet and NetSuite.
• Monitor contractual, delivery and billing milestones, work with Project Managers to validate completion dates, and ensure completed milestones are reflected in NetSuite and downstream billing (including Zuora).
• Support reconciliation between project, financial, billing and forecasting systems, and report on overdue milestones, forecast movement, billing risk, data quality and workflow exceptions.
• Validate incoming opportunities, purchase orders and commercial documentation, coordinate project manager assignments and ensure Salesforce records exist.
• Coordinate purchase-order requests, validate approved amounts against commercial documentation and maintain visibility into vendor-related project costs.
• Maintain standard operating procedures, process maps, controls and business rules, and turn operational problems into business requirements, user stories and prioritized automation opportunities.
• Partner with Tools Engineering on Salesforce, Smartsheet, NetSuite, Power BI, integration and workflow improvements, and take part in user acceptance testing and release validation.

Required profile

• Bachelor's degree in Business, Finance, Accounting, Information Systems, Operations or a related field, or equivalent relevant experience.
• Five or more years of experience in Business Operations, Professional Services Operations, Finance Operations, Sales Operations, Business Analysis or a related discipline.
• Experience supporting professional services project lifecycles, including SOWs, project setup, milestones, revenue forecasting, pricing and billing.
• Ability to reconcile data across enterprise systems and resolve operational inconsistencies.
• Strong requirements gathering, process mapping, documentation, analytical and stakeholder-management skills.
• Ability to manage multiple operational workstreams independently and communicate with Project Managers, Sales, Finance, Engineering and senior leaders.

Required skills

• Preferred: NetSuite project management, project accounting, milestones, charge rules and billing.
• Preferred: Salesforce, Smartsheet, Zuora, Power BI, SharePoint and advanced Microsoft Excel.
• Preferred: Professional Services Automation platforms, workflow automation, system integrations and user acceptance testing.
• Preferred: creating operational controls, exception reporting and process performance metrics.