Financial Operations Analyst

Cerbo & OptiMantra is seeking a Financial Operations Analyst to support operational and financial planning, reporting, and analysis for leadership in a PE-backed SaaS environment. This hybrid role in Atlanta, GA focuses on turning day-to-day business activity into decision-ready insights through budgeting, forecasting, variance analysis, and reporting automation.

Role Overview

In this position, you will translate operational performance into financial outcomes by building reporting, running scenario analyses, and partnering across Finance and business teams. You will also support the rollout of AI-enabled processes designed to reduce manual effort, improve efficiency, and strengthen data accuracy across reporting workflows.

Key Responsibilities

• Partner with cross-functional teams to support initiatives that improve margin and operational efficiency, including process redesign, workflow automation, and cost and efficiency analysis.
• Build and maintain recurring and ad hoc operational and financial reports.
• Analyze trends, performance, and variances, and prepare polished presentations for senior leadership with clear, decision-ready insights.
• Support budgeting, forecasting, and financial planning by comparing actuals to budget and forecast, identifying drivers and variances, and partnering with functional leaders on assumptions, risks, and opportunities.
• Develop and maintain financial models and scenario analyses to support planning and business decisions.
• Support cross-functional projects and manage smaller projects and ad hoc analyses as priorities shift.
• Assist with the design, coordination, and implementation of AI-enabled processes and reporting automation to reduce manual work, improve efficiency, and enhance data accuracy.
• Coordinate AI workflow alignment across stakeholders, standardize processes, and identify opportunities to leverage agentic AI solutions.
• Manage and optimize financial and operational platforms that support business processes, financial planning, and reporting.
• Coordinate platform administration, configuration, integrations, and system improvements with Finance and cross-functional teams to increase functionality, scalability, and operational efficiency.
• Oversee operational metrics reporting (including quota attainment and SLA performance) that feed into Sales and functional compensation plans, ensuring accuracy and consistent application.
• Act as a key liaison between Finance and functional leaders across Sales, Customer Success, Support, and other teams to align on goals, surface issues early, and drive shared initiatives to completion.
• Maintain data integrity and reliable data flows between operational platforms (including Jira and Zendesk), CRM systems, financial platforms, and reporting tools.
• Identify and resolve data discrepancies to ensure consistent, accurate data across systems for reliable financial reporting and informed decisions.

Requirements

• Bachelor's degree in Business Administration, Finance, Economics, Accounting, or a related field.
• 3+ years of experience in business operations, FP&A, revenue operations, finance, or a related analytical role.
• Experience supporting budgeting, forecasting, variance analysis, financial modeling, or related financial planning activities, with the ability to connect operational performance to financial results.
• Proven ability to synthesize information from operational, contractual, financial, and business sources into clear insights and recommendations.
• Experience developing and documenting SOPs, identifying process inefficiencies, and implementing improvements to increase operational efficiency or profitability.
• Demonstrated ability to lead cross-functional initiatives and drive outcomes without direct authority, partnering effectively with Finance and business stakeholders.
• Experience managing or optimizing financial and operational platforms, maintaining data integrity and reporting accuracy, coordinating system integrations, and implementing AI-enabled productivity solutions or automated workflows.

Technologies

• Jira
• Zendesk

Preferred Qualifications

• MBA or advanced degree in Business, Finance, Economics, or a related field.
• Experience in a PE-backed, high-growth, or rapidly scaling organization.
• Experience working with healthcare technology, SaaS, or other technology-enabled B2B businesses.