Practice Management Operations Analyst

1 week ago


Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full time
About the Role

We are seeking a highly skilled Practice Management Operations Analyst to join our team at Commonwealth Financial Network LLC. As a key member of our Business Solutions Consulting department, you will play a vital role in transforming and improving our processes and efficiency, analyzing data to drive business decisions, and facilitating team communication and events.

Key Responsibilities
  • Develop and manage processes and workflows across the team to improve efficiency and consistency.
  • Collect and analyze operational data to identify trends, patterns, and areas for improvement.
  • Prepare reports and presentations for management, highlighting key findings and making recommendations.
  • Support the planning and execution of operational projects.
  • Coordinate with various departments to ensure project milestones are met and deliverables are achieved.
  • Foster effective communication and collaboration to ensure alignment on business objectives.
  • Identify potential operational risks and develop strategies to mitigate them.
  • Manage additional administrative duties.
  • Facilitate team-wide meetings.
  • Organize and manage team resources.
  • Coordinate and cultivate team events and culture.
Core Strengths and Skills
  • 2-4 years of operational or financial services experience.
  • Bachelor's degree required.
  • Strong presentation, communication, and organization skills.
  • Strong PowerPoint and Excel skills.
  • Superb attention to detail.
  • Ability to work independently and collaboratively in a team environment.
  • Experience with CRM software a plus (Salesforce in particular).
  • Project management experience a plus.
About Commonwealth

Commonwealth Financial Network LLC is a leading provider of business solutions for independent financial advisors. We are committed to empowering our advisors to succeed and providing exceptional service to our clients. We foster an environment of excellence, growth, rewards, and fun, which has earned us 44 Best Place to Work awards.

Compensation and Benefits

We offer a competitive salary range of $64,000 to $68,000 per year, as well as a comprehensive benefits package, including health insurance, 401(k) matching, and tuition reimbursement. We also offer a hybrid work schedule, allowing you to work from home part-time.



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