Senior Financial Operations Consultant jobs in United States
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Optimum Healthcare IT · 17 hours ago

Senior Financial Operations Consultant

Optimum Healthcare IT is seeking a Senior Financial Operations Consultant to stabilize, redesign, and modernize margin and commission processes within their organization. This role focuses on process design, governance, and automation, partnering closely with Business Operations and Finance to ensure efficient operations.

Enterprise SoftwareHealthcareInformation TechnologyEnterprise Resource Planning (ERP)Health Care
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Growth Opportunities

Responsibilities

Own the end-to-end margin and commission process
Document current-state workflows and pain points
Design a scalable, auditable future-state model
Eliminate unnecessary manual steps
Define clear controls, approvals, and exception handling
Establish Finance governance model (definitions, sign-off, controls)
Align reporting methodology with Finance leadership
Ensure audit-ready documentation and traceability
Serve as the primary Ops ↔ Finance bridge for revenue economics
Deeply assess current ERP setup (Sage Intacct or equivalent)
Identify automation opportunities (near-term and phased)
Partner with IT on integrations and tooling improvements
Recommend pragmatic solutions (not tool-first consulting)
Define the appropriate scope for junior Financial Ops analyst(s)
Create SOPs, templates, and standardized reporting
Train internal team to sustain the model post-engagement
Reduce key-person risk

Qualification

Financial OperationsMarginCommission ProcessesERP ReportingProcess RedesignCross-functional Collaboration

Required

8–15+ years in Financial Ops / RevOps / Consulting Ops
Direct ownership of margin and commission processes
Professional services or consulting environment experience
ERP-based reporting experience (Sage, NetSuite, similar)
Proven history fixing manual, high-risk processes
Comfortable operating cross-functionally and pushing back

Preferred

Healthcare IT or large delivery workforce experience
Project-based services exposure
Prior fractional or advisory engagements

Company

Optimum Healthcare IT

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Optimum Healthcare IT is a leading healthcare IT consulting services company.

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-07-22Acquired

Leadership Team

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Susie Morgan
Chief Human Resources Officer
Company data provided by crunchbase