Practice Management Operations Analyst
1 week ago
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.
- 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.
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 BenefitsWe 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.
-
Practice Management Operations Analyst
1 month ago
Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout Commonwealth Financial Network LLCWe are a leading provider of business solutions for independent financial advisors, empowering them to succeed in their practices.Job SummaryWe are seeking a highly skilled Practice Management Operations Analyst to join our team. As a key member of our Business Solutions Consulting department, you will play a critical...
-
Practice Management Operations Analyst
4 weeks ago
Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout the RoleWe are seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC. As a key member of our team, you will play a vital role in driving process improvements, analyzing data, and facilitating team communication and events.Key ResponsibilitiesDevelop and...
-
Practice Management Operations Analyst
4 weeks ago
Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout the RoleWe are seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC. As a key member of our team, you will play a vital role in driving business growth and improving operational efficiency.Key ResponsibilitiesDevelop and implement process improvements to...
-
Practice Management Operations Analyst
3 weeks ago
Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout the RoleWe are seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC. As a key member of our team, you will play a vital role in transforming and improving our processes and efficiency, analyzing data to drive business decisions, and facilitating team...
-
Practice Management Operations Analyst
1 month ago
Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout Commonwealth Financial Network LLCWe are a leading provider of business solutions for independent financial advisors, empowering them to succeed in a rapidly changing industry.Job SummaryWe are seeking a highly skilled Practice Management Operations Analyst to join our team. As a key member of our Business Solutions Consulting department, you will play...
-
Practice Management Operations Specialist
1 hour ago
Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeJob SummaryWe are seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC. As a key member of our team, you will be responsible for analyzing data to drive business decisions, developing and managing processes and workflows to improve efficiency and consistency, and...
-
Practice Management Operations Specialist
2 weeks ago
Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeJob SummaryWe are seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC. As a key member of our team, you will play a critical role in transforming and improving our processes and efficiency, analyzing data to drive business decisions, and facilitating team...
-
Practice Management Operations Coordinator
4 weeks ago
Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC.Key ResponsibilitiesProcess Improvement: Develop and manage processes and workflows across the team to enhance efficiency and consistency.Data Analysis: Collect and...
-
Practice Management Operations Coordinator
6 days ago
Waltham, Massachusetts, United States Commonwealth Financial Network Full timeAbout the RoleWe are seeking a highly skilled Practice Management Operations Coordinator to join our Business Solutions Consulting team at Commonwealth Financial Network. As a key member of our team, you will play a critical role in transforming and improving our processes and efficiency, analyzing data to drive business decisions, and facilitating team...
-
Assistant Property Manager
3 weeks ago
Waltham, Massachusetts, United States Panco Operations Full timeJob SummaryPanco Operations is seeking an experienced Assistant Property Manager to join our team. As a key member of our property management team, you will be responsible for assisting the Property Manager in the day-to-day operations of our properties.Key ResponsibilitiesAssist the Property Manager in overseeing the day-to-day operations of the property,...
-
Security Operations Analyst II
1 week ago
Waltham, Massachusetts, United States Commonwealth Financial Network Full timeAbout the RoleWe are seeking a highly skilled Security Operations Analyst to join our team at Commonwealth Financial Network. As a key member of our Information Security Operations team, you will play a critical role in defending our infrastructure and the clients we serve.Key ResponsibilitiesMonitor and analyze security alerts to identify potential threats...
-
Financial Analyst
6 days ago
Waltham, Massachusetts, United States Softworld Inc Full timeJob Title: Accounts Receivable AnalystJoin Softworld Inc as a skilled Accounts Receivable Analyst to play a crucial role in managing customer collections, financial operations, and data analysis.Key Responsibilities:Manage customer collections and resolve payment discrepanciesAnalyze and reconcile financial data using Excel (Pivot Tables, Vlookup,...
-
Accounts Receivable Analyst
1 week ago
Waltham, Massachusetts, United States Softworld, a Kelly Company Full timeJob Title: Accounts Receivable AnalystJob Location: Waltham, MAJob Summary:We are seeking a highly skilled and detail-oriented Accounts Receivable Analyst to join our team at Softworld, a Kelly Company. As an Accounts Receivable Analyst, you will play a crucial role in ensuring the accuracy and efficiency of our financial operations, contributing to the...
-
Travel and Expense Analyst
4 weeks ago
Waltham, Massachusetts, United States Precision Life Sciences Full timeJob Title: Travel and Expense AnalystAt Precision Life Sciences, we are seeking a highly skilled Travel and Expense Analyst to join our Finance team. As a key member of our team, you will play a critical role in providing support for all travel and expense-related activities for our company and its affiliates.Job SummaryThe Travel and Expense Analyst will be...
-
Senior Financial Analyst
2 weeks ago
Waltham, Massachusetts, United States National Grid Full timeAbout National GridNational Grid is a leading energy company that delivers safe and secure energy to homes, communities, and businesses. We are committed to shaping the sustainable future of our industry and are seeking a skilled Senior Financial Analyst to join our team.About the RoleWe are looking for a self-motivated and detail-oriented Senior Financial...
-
Compensation Analyst
2 weeks ago
Waltham, Massachusetts, United States Salary Full timeJob Title: Compensation AnalystWe are seeking a highly motivated and detail-oriented Compensation Analyst to join our team. As a Compensation Analyst, you will play a critical role in supporting our customers by evaluating job descriptions, generating benchmark pricing reports, and offering consultation on compensation best practices and platform...
-
Senior Financial Analyst
2 days ago
Waltham, Massachusetts, United States Alkermes Full timeJob Title: Senior Financial AnalystAlkermes is seeking a highly skilled Senior Financial Analyst to join our Commercial Financial Planning and Analysis team. As a key member of the team, you will be responsible for providing analytical support for ongoing financial planning and consolidated reporting for the Commercial product portfolio.Key...
-
Travel and Expense Analyst
2 weeks ago
Waltham, Massachusetts, United States Precision Life Sciences Full timeJob Title: Travel and Expense AnalystJob Summary:We are seeking a highly skilled Travel and Expense Analyst to join our Finance team at Precision Life Sciences. As a key member of our team, you will be responsible for analyzing and interpreting financial data related to travel and expense, identifying trends and areas for improvement, and providing...
-
Senior Assurance Analyst
4 weeks ago
Waltham, Massachusetts, United States National Grid USA Full timeAbout UsNational Grid USA is a leading energy company dedicated to delivering a cleaner, greener energy future. Our team of experts is passionate about making a real difference in the communities we serve.Job PurposeWe are seeking a highly skilled Senior Assurance Analyst to support our strategic objectives by providing assurance over key controls and...
-
Portfolio Manager
4 weeks ago
Waltham, Massachusetts, United States National Grid Full timeJob SummaryNational Grid is seeking a seasoned Portfolio Manager to oversee the accounting and financial operations of the US Gas IT organization, reporting to the head of the US Gas IT portfolio.The successful candidate will be accountable for the comprehensive oversight and management of the product portfolio within the value streams, applying Lean...