Business Financial Operations Analyst

Job#: 3046125

Job Description:

We are seeking a highly organized and proactive Business Operations Manager to support a team of senior leaders, including Directors, GVPs, and SVPs, in managing financial operations, budget reporting, and business planning activities. This individual will serve as a central point of coordination across multiple leaders and organizations, ensuring financial information, supporting documentation, and reporting deliverables are accurate, complete, and delivered on time.

The ideal candidate thrives in a fast-paced environment with competing priorities and numerous stakeholders. They possess exceptional organizational skills, strong financial acumen, advanced Excel capabilities, and a demonstrated ability to drive work forward through persistent follow-up and stakeholder engagement.

A critical component of this role is identifying opportunities to streamline reporting, budgeting, and operational processes through the use of AI tools, with preference for experience leveraging Claude (or Kiro) to improve productivity, automate repetitive work, and enhance decision-making.

Key Responsibilities

• Partner directly with Directors, GVPs, and SVPs to organize, manage, and maintain budget-related information across multiple business areas.
• Coordinate collection, validation, and consolidation of financial data, supporting documentation, budget inputs, invoices, purchase orders, and reporting requirements.
• Develop recurring budget reports, executive summaries, and financial updates tailored to individual leadership stakeholders.
• Track key financial milestones, deliverables, and deadlines, ensuring leadership teams provide required information on time.
• Establish and maintain structure around financial planning, reporting, and operational processes.
• Drive cross-functional coordination among stakeholders to resolve discrepancies, close reporting gaps, and maintain data accuracy.
• Translate detailed financial information into concise, executive-ready insights and recommendations.
• Identify opportunities to improve efficiency through process optimization and AI-enabled workflows.
• Leverage AI tools, including Claude and other generative AI platforms, to streamline reporting, documentation, analysis, and business operations workflows.
• Independently manage multiple competing priorities while maintaining a high level of accuracy and attention to detail.

Required Qualifications

• 5+ years of experience in Business Operations, Financial Operations, Business Analysis, Program Management, or a related field.
• Experience supporting senior executives and managing deliverables across multiple stakeholders and organizations.
• Demonstrated experience coordinating budgets, financial planning activities, forecasting processes, or operational finance functions.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, reporting, and data analysis.
• Strong organizational, communication, and stakeholder management skills.
• Proven ability to drive actions to completion through follow-up, accountability, and cross-functional coordination.
• Experience developing executive-level reports, summaries, dashboards, and business updates.
• Ability to manage multiple priorities with minimal supervision.

Preferred Qualifications

• Experience supporting Director, VP, GVP, or SVP leadership teams.
• Experience with financial reporting, budget management, purchase orders, and invoice processes.
• Experience improving operational processes and implementing scalable business workflows.
• Hands-on experience using AI tools to improve productivity and business operations.
• Experience with Claude preferred; Kiro or similar AI platforms acceptable.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Charlotte, NC, US

Job Type:

Date Posted:

August 12, 2026

Pay Range:

$50 - $53 per hour

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