Accountabilities

• Create ad hoc, client-ready reports covering areas such as program volume, costs, revisions, performance, and other business metrics to support internal stakeholders and client needs.
• Compile and analyze data and develop concise, client-ready summaries that help management deliver meaningful insights and recommendations.
• Establish and share best practices for efficient data retrieval and analysis while maintaining accurate documentation for recurring and ad hoc reports.
• Manage ongoing reporting requirements for Account Management and ensure reports are delivered accurately and on schedule.
• Develop and maintain quarterly client dashboards showcasing key program metrics, trends, performance indicators, and financial results.
• Prepare and co-deliver quarterly and annual business review presentations, translating complex data into clear executive summaries, actionable insights, strategic recommendations, and compelling client-facing narratives.
• Maintain client data integrity and update systems with missing information, client contacts, organizational divisions, and other relevant account details.
• Provide client policy support, including policy edits, resolution of stuck files, multi-step policy audits, and recommendations for corrective actions.
• Assist with customer file setup and help resolve issues that prevent files from progressing successfully.
• Partner with Accounting and client-directed suppliers to resolve supplier payment escalations and conduct supplier invoice audits.
• Respond promptly and thoroughly to billing research requests from internal teams and investigate client invoice inquiries and disputes.
• Work with Accounting and other support functions to resolve billing escalations, provide supporting documentation, and develop client-ready responses.
• Monitor unbilled and aging reports to identify missing information, billing holds, and compliance issues, helping ensure accurate and timely client invoicing.
• Research and process fee adjustments, invoice voids, write-offs, and revenue adjustments, obtaining required approvals and signatures and following through to completion.
• Monitor accounts receivable and support Account Management efforts to encourage timely client payments.
• Provide backup and coverage for other analysts to ensure consistent support across the client portfolio.
• Participate in cross-functional projects, providing consulting, best-practice recommendations, and input into new processes and operating models.
• Identify opportunities to improve efficiency and effectiveness through automation, including robotic process automation and other innovative solutions.
• Create and distribute best-practice communications, including training materials, videos, newsletters, tutorials, and other educational resources.
• Proactively troubleshoot issues, identify root causes, and implement practical solutions that keep work on schedule and improve service quality.

Requirements

• Bachelor’s degree is strongly preferred.
• At least 5 years of relevant business experience, particularly in relocation services, go-to-market client services, financial operations, or a comparable environment.
• Strong proficiency in Microsoft Excel and data analytics, with the ability to manipulate, interpret, and present complex datasets.
• Experience with Cognos or comparable business intelligence and reporting tools.
• Strong analytical and problem-solving skills, with the ability to investigate discrepancies, identify trends, and develop practical solutions.
• Excellent attention to detail and a strong commitment to data accuracy, documentation, and timely execution.
• Ability to create clear, concise, and compelling client-facing reports and presentations from complex information.
• Strong organizational and time-management skills, with the ability to manage multiple priorities and consistently meet deadlines.
• Proactive approach to work, with the confidence to operate independently while responding positively to guidance and feedback.
• Demonstrated ability to exceed expectations, identify opportunities for improvement, and take ownership of challenging issues.
• Strong collaboration skills and a genuine commitment to team success, including the ability to contribute ideas and maintain productive relationships across functions.
• Ability to address disagreements constructively, resolve issues before they escalate, and maintain positive working relationships.
• Continuous improvement mindset with a demonstrated interest in finding ways to increase efficiency, improve effectiveness, and create additional value.
• Willingness to take on new challenges, explore innovative approaches, and contribute to process transformation.

Benefits

• Opportunity to support a diverse client portfolio through a combination of analytics, account management, financial operations, and client services.
• Exposure to senior stakeholders through quarterly and annual business reviews and client-facing presentations.
• Opportunities to contribute to cross-functional projects and influence process improvements.
• Ability to develop expertise in data analytics, reporting, financial operations, and client account management.
• Opportunity to introduce automation and innovative solutions that improve operational efficiency.
• Collaborative environment with close interaction across Account Management, Accounting, and other internal support teams.
• Professional development opportunities through best-practice sharing, training, and process improvement initiatives.