Morehead Associates

Consulting Operations Analyst

Morehead Associates$76K — $100K *
Provo, UT 84604In-Person
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Financial Planning & Analysis, Consulting Operations, or related analytical function.
  • Advanced Microsoft Excel skills, including data modeling and reporting automation.
  • Experience in developing executive dashboards and automated reporting solutions.
  • Proficient in analyzing project portfolios for actionable insights.
  • Strong financial acumen in forecasting, budgeting, and performance reporting.
  • Exceptional analytical and communication skills.
  • Ability to manage multiple priorities in a collaborative environment.

Responsibilities

  • Serve as a Kantata power user for system administration and data governance.
  • Develop and optimize reports and executive dashboards for leadership insights.
  • Support revenue forecasting by monitoring various project drivers.
  • Analyze project performance to identify forecast risks and variances.
  • Provide leadership with prioritized recommendations based on financial analyses.
  • Prepare executive-level presentations translating complex data into insights.
  • Design automation solutions to improve operational efficiency.

Benefits

  • Hybrid work model promoting work-life balance with in-office collaboration.
  • Diverse and inclusive workplace culture encouraging applicants from all backgrounds.
  • Support for ongoing training and development in analytical tools and practices.
Full Job Description
Location: Hybrid: Provo, UT, or Seattle, WA, Office.

Help healthcare organizations maximize the value of their Human Experience (HX) investments.

Our healthcare clients partner with experienced consultants who understand their challenges firsthand. We help organizations listen smarter, act faster, and equip their teams with the tools, insights, and capabilities needed to improve the Human Experience for patients, consumers, employees, and communities.

By connecting employee, patient, consumer, market, operational, and financial data, we help healthcare leaders uncover meaningful insights and translate them into measurable business outcomes. Our experts combine deep industry knowledge with strategic guidance to design actionable plans that improve performance and create lasting impact.

The ConsultingOperations Analyst plays a critical role in supporting our consulting organization by proactively analyzing project financial, operational, and resource data to identify trends, risks, and inconsistencies that may impact revenue forecasts and business performance.

Working closely with Consulting Engagement Leaders, Finance, and Operations teams, this individual validates project assumptions, investigates variances, and ensures forecasts accurately reflect current project conditions. The analyst serves as an independent analytical partner, providing leadership with confidence in forecast accuracy while identifying opportunities to improve operational efficiency, reporting, automation, and business processes.

Duties and Responsibilities
  • Serve as a Kantata power user, supporting system administration, reporting, data governance, user adoption, and best practices while ensuring the integrity and consistency of project and financial data.
  • Develop, maintain, and optimize reports, executive dashboards, KPIs, and portfolio analytics that provide actionable insights to leadership.
  • Support consulting revenue forecasting by monitoring project scope, schedules, budgets, staffing, utilization, billing, and other key drivers that impact revenue recognition and profitability.
  • Analyze and audit project performance to proactively identify forecast risk by reconciling engagement leader projections with underlying financial, operational, and resource data.
  • Identify inconsistencies, challenge assumptions, quantify financial impacts, and provide leadership with prioritized recommendations for corrective action.
  • Perform financial and operational analyses, including forecast-to-actual reporting, backlog analysis, utilization trends, margin performance, billing readiness, revenue leakage, and other key business metrics.
  • Prepare executive-level presentations and visual reporting that translate complex data into meaningful business insights and recommendations.
  • Design and implement automation solutions using Excel, Power Query, VBA, and other reporting tools to streamline processes, improve data quality, reduce manual effort, and increase operational efficiency.
  • Conduct routine audits of project and performance data to ensure accuracy, consistency, and compliance with reporting standards.
  • Partner with Finance, Sales, Consulting Leadership, and Operations teams on budgeting, forecasting, operational planning, strategic initiatives, and continuous process improvement efforts.
  • Train and support users on Kantata reporting, dashboards, and best practices while maintaining documentation, governance standards, and reporting procedures.
  • Successfully manage multiple priorities, recurring reporting deadlines, and ad hoc executive requests with a high degree of accuracy, organization, and attention to detail.

Qualifications

  • 5+ years of experience in Financial Planning & Analysis (FP&A), Consulting Operations, Business Operations, Business Systems, Financial Analytics, or a related analytical function.
  • Advanced to expert-level Microsoft Excel skills, including complex formulas, data modeling, pivot tables, Power Query, reporting automation, dashboard development, and VBA/macros.
  • Demonstrated experience developing executive dashboards, KPIs, and automated reporting solutions that drive business decision-making.
  • Proven ability to analyze large project portfolios and translate financial, operational, and resource data into actionable business insights.
  • Strong financial acumen with experience supporting forecasting, budgeting, revenue analysis, profitability analysis, and performance reporting.
  • Exceptional analytical, organizational, problem-solving, and communication skills, with a high level of attention to detail.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced, highly collaborative environment.
  • Experience with professional services, consulting, or project-based organizations preferred.
  • Experience with Kantata (formerly Mavenlink) and Dynamic Insights preferred; however, comparable project management and professional services automation (PSA) platform experience will also be considered.
  • Experience with Power BI, Tableau, or other business intelligence and data visualization tools is a plus.
  • Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, Economics, Business Administration, or a related field.


Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life. #hybrid

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

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