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Operations Analyst I (Hybrid)

Company: M Financial Holdings Incorporated
Location: Medford
Posted on: August 5, 2022

Job Description:

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Operations Analyst to join our team.This position is primarily responsible for designing, developing, and maintaining reports and dashboards, providing business analysis across multiple areas of business within the department, evaluating and documenting processes, and ensuring the data quality of department systems. You will also serve as a primary interface between the business subject matter experts and system developers on projects to ensure the solution delivered meets the needs of the team and strategic partners.RESPONSIBILITIES Maintain and ensure data integrity within department systems, supporting operational and marketing efforts to increase efficiency and support positive sales results Develop and maintain internal procedural documentation Provide operational support across the various initiatives impacting the sales and ops teams Work with our SalesForce lead to embed its capabilities into MIS and our broader sales desk and ops teams Assist with regular preparation of data in reports and dashboards for M Financial leadership members, M board members, and strategic partners Audit other team members' client deliverables to ensure accuracy Monitor internal and external requests for accuracy and timeliness, and assist in analyzing errors related to reporting and new cases Act as a Business Analyst for in-house transformation systems built on multiple applications to support department needs Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions Proactively identify gaps/issues/risks related to the systems and ensure system requirements are well documented throughout the software development life cycle Monitor technology deliverables and ensure timely completion of projects Monthly/quarterly/annually prepare data for, produce and audit recurring deliverables for an assigned roster of clients in adherence with quality control processes Must have the ability to document and objectively assess the performance against Service Level Agreements in related contracts Monitor internal and external requests for accuracy and timeliness, and assist in analyzing errors related to reporting and new cases Accurately maintain and update client records in Excel, SmartOffice and other tools Additional tasks and projects as assignedQUALIFICATIONSBachelor's Degree in Business Administration, Technology, or a related field 4+ years of operational or business analysis experience (Financial Services sector preferred)SQL Server and MS SQL/T-SQL experience requiredData visualization tool experience (Power BI preferred) Strong competency in Microsoft applications including Word, Excel, and Outlook Exceptional analytical and conceptual thinking skills Excellent documentation and technical writing skills Experience creating detailed reports and giving presentations to various audiences Excellent planning, project management, organizational, and time management skills Strong drive to produce accurate work by deadline and ability to keep mental focus while checking large quantities of data Ability to maintain sensitivity and awareness of confidentiality, compliance, and regulatory requirementsJOB CONDITIONS AND ENVIRONMENTHybrid work environment offering a blend of virtual/work from home and onsite days designed to support flexibilityNormal office environment/desk assignment Extensive use of PCs, computer terminal, display, keyboard, and mouse Extensive hands on work with documents, spreadsheets and other written documents May require infrequent travel, up to 10%M Financial is following federal, state and local COVID-19 guidelines and has adopted a policy requiring all employees to be fully vaccinated against COVID-19 or to have a COVID-19 test performed weekly when coming in to the officeThis position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

Keywords: M Financial Holdings Incorporated, Medford , Operations Analyst I (Hybrid), Professions , Medford, Oregon

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