Acumen Fiscal Agent
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Senior Operations Analyst
role at
Acumen Fiscal Agent
About The Company Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant‑directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients' lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.
Overview and Essential Job Functions The Senior Operations Analyst is a cross‑functional project leader focused on enhancing the profitability and efficiency of the company. This analyst role drives strategic improvement and cross‑functional collaboration projects by leveraging data analysis, process evaluation, and performance metrics to optimize cash flow and support Acumen’s long‑term financial health.
Advanced Data Analysis And Reporting
Define and document functional and technical reporting requirements; work with data engineering teams to ensure data sourcing, transformation, and model design meet analytical and process improvement objectives
Serve as the liaison between business operations and data engineering, translating business objectives into technical requirements and ensuring alignment
Leverage tools like Excel and Power BI to surface insights, track trends, and support data‑driven decision‑making, with a focus on identifying actionable opportunities for efficiency
Set and monitor key performance indicators, and communicate trends and risks
Employ advanced analytical tools and methodologies to develop forecasts and models that predict potential future challenges in billing
Process Evaluation And Insights
Serve as a strategic partner to operational teams by understanding challenges faced and proposing technology solutions to improve efficiency or accuracy
Conduct end‑to‑end assessments of workflows, systems, and operations to identify inefficiencies, bottlenecks, and risks
Provide actionable insights and recommendations that inform leadership decisions and help prioritize operational initiatives
Maintain current‑state process documentation to support governance, risk management, and operational transparency
Apply advanced root‑cause analysis (RCA) and data‑driven techniques to uncover systemic issues and trends
Process & Technology Design
Lead the design and implementation of new processes, ensuring alignment between systems, people and data
Develop and document future‑state process designs that align with business goals and best practices
When short‑term technology solutions are needed, build out solutions using available resources such as Excel, Power Automate and Power BI
Create process documentation, training materials and communications to support adoption and change management
Facilitate process reviews and team retrospectives to capture lessons learned and continuously improve execution
Build reporting to capture key performance indicators to measure performance trends of new processes
For departmental or enterprise‑wide technology implementations, partner with the developing teams to understand the new system, advocate for the needs of the Finance department and build sustainable processes to support the new system
Operational Excellence, Risk & Change Management
Build and leverage strong relationships across departments to understand business challenges, influence decision‑making and drive the adoption of new processes and systems
Identify operational risks and control gaps, and collaborate with operational teams to measure and mitigate risk
Serve as a champion for change, helping teams adopt new processes, technology and reporting tools
Facilitate education and feedback sessions to ensure cross‑functional alignment, opportunities for feedback and foster a culture of continuous improvement
Minimum Qualifications
Bachelor’s degree in Business Administration, Analytics, Operations Management or related field
Six Sigma Green Belt Certified
5+ years of experience in operations analysis, process improvement, or business consulting
Advanced proficiency in Power BI, including DAX, Power Query, and data modeling
Excellent analytical, problem‑solving, and communication skills
Experience in process documentation, requirements gathering, and workflow redesign
Ability to balance hands‑on data work with strategic thinking and cross‑functional collaboration
Change management and stakeholder facilitation experience
Preferred Qualifications
Experience with SQL, Excel, and other data analysis tools
Exposure to automation tools (Power Automate, Alteryx, etc.) or system integration projects
Familiarity with project management methodologies (Agile, Scrum, or Waterfall)
Proficient in Microsoft Visio
Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below.
Dedicated fax 866‑268‑8885
Dedicated email hrdept@riseservicesinc.org (DISABILITY ACCOMMODATION REQUESTS ONLY)
U.S. mail – 4554 E Inverness Ave Mesa, AZ 85206‑Attn Human Resources
Dedicated phone 1‑866‑242‑2714 Option 1 (Employment Opportunities) (DISABILITY ACCOMMODATION REQUESTS ONLY)
#J-18808-Ljbffr
Senior Operations Analyst
role at
Acumen Fiscal Agent
About The Company Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant‑directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients' lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.
Overview and Essential Job Functions The Senior Operations Analyst is a cross‑functional project leader focused on enhancing the profitability and efficiency of the company. This analyst role drives strategic improvement and cross‑functional collaboration projects by leveraging data analysis, process evaluation, and performance metrics to optimize cash flow and support Acumen’s long‑term financial health.
Advanced Data Analysis And Reporting
Define and document functional and technical reporting requirements; work with data engineering teams to ensure data sourcing, transformation, and model design meet analytical and process improvement objectives
Serve as the liaison between business operations and data engineering, translating business objectives into technical requirements and ensuring alignment
Leverage tools like Excel and Power BI to surface insights, track trends, and support data‑driven decision‑making, with a focus on identifying actionable opportunities for efficiency
Set and monitor key performance indicators, and communicate trends and risks
Employ advanced analytical tools and methodologies to develop forecasts and models that predict potential future challenges in billing
Process Evaluation And Insights
Serve as a strategic partner to operational teams by understanding challenges faced and proposing technology solutions to improve efficiency or accuracy
Conduct end‑to‑end assessments of workflows, systems, and operations to identify inefficiencies, bottlenecks, and risks
Provide actionable insights and recommendations that inform leadership decisions and help prioritize operational initiatives
Maintain current‑state process documentation to support governance, risk management, and operational transparency
Apply advanced root‑cause analysis (RCA) and data‑driven techniques to uncover systemic issues and trends
Process & Technology Design
Lead the design and implementation of new processes, ensuring alignment between systems, people and data
Develop and document future‑state process designs that align with business goals and best practices
When short‑term technology solutions are needed, build out solutions using available resources such as Excel, Power Automate and Power BI
Create process documentation, training materials and communications to support adoption and change management
Facilitate process reviews and team retrospectives to capture lessons learned and continuously improve execution
Build reporting to capture key performance indicators to measure performance trends of new processes
For departmental or enterprise‑wide technology implementations, partner with the developing teams to understand the new system, advocate for the needs of the Finance department and build sustainable processes to support the new system
Operational Excellence, Risk & Change Management
Build and leverage strong relationships across departments to understand business challenges, influence decision‑making and drive the adoption of new processes and systems
Identify operational risks and control gaps, and collaborate with operational teams to measure and mitigate risk
Serve as a champion for change, helping teams adopt new processes, technology and reporting tools
Facilitate education and feedback sessions to ensure cross‑functional alignment, opportunities for feedback and foster a culture of continuous improvement
Minimum Qualifications
Bachelor’s degree in Business Administration, Analytics, Operations Management or related field
Six Sigma Green Belt Certified
5+ years of experience in operations analysis, process improvement, or business consulting
Advanced proficiency in Power BI, including DAX, Power Query, and data modeling
Excellent analytical, problem‑solving, and communication skills
Experience in process documentation, requirements gathering, and workflow redesign
Ability to balance hands‑on data work with strategic thinking and cross‑functional collaboration
Change management and stakeholder facilitation experience
Preferred Qualifications
Experience with SQL, Excel, and other data analysis tools
Exposure to automation tools (Power Automate, Alteryx, etc.) or system integration projects
Familiarity with project management methodologies (Agile, Scrum, or Waterfall)
Proficient in Microsoft Visio
Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below.
Dedicated fax 866‑268‑8885
Dedicated email hrdept@riseservicesinc.org (DISABILITY ACCOMMODATION REQUESTS ONLY)
U.S. mail – 4554 E Inverness Ave Mesa, AZ 85206‑Attn Human Resources
Dedicated phone 1‑866‑242‑2714 Option 1 (Employment Opportunities) (DISABILITY ACCOMMODATION REQUESTS ONLY)
#J-18808-Ljbffr