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We are looking for a detail-oriented Business Operations Analyst to join our team in Seattle, Washington. In this role, you will be responsible for managing investor tracking systems, performing financial analysis, and supporting operational processes. The ideal candidate will possess strong analytical skills and have experience collaborating across teams to deliver actionable insights.
Job Responsibility:
Maintain and improve Excel models that track individual investor investments, project deployments, and preferred return balances across multiple initiatives
Monitor and update investor terms, including investment schedules, preferred return rates, broker participation, and payment obligations
Oversee capital inflows and outflows for various projects, ensuring investor data is accurately reflected in internal systems
Prepare periodic updates for management, including preferred return statements for investors
Identify and implement process improvements to enhance efficiency in tracking and analysis
Develop and manage Excel-based models to evaluate project economics, investor returns, and broker participation structures
Conduct research and financial analysis on new projects, investment frameworks, and operational matters
Summarize complex financial information into clear, concise reports for leadership review
Support operational processes related to capital movement and project funding, ensuring compliance and accuracy
Collaborate with teams such as compliance/legal and investor relations to maintain alignment and documentation integrity
Requirements:
Proven experience in business analysis, particularly with financial tracking and modeling
Proficiency in Excel and other data analysis tools for creating and maintaining complex models
Strong research and analytical skills with the ability to interpret and summarize financial data
Excellent organizational skills and attention to detail, ensuring accuracy in documentation and reporting
Ability to work collaboratively across teams and communicate effectively with stakeholders
Nice to have:
Familiarity with investor management software, such as Juniper Square, is highly desirable
Knowledge of financial compliance and banking processes is preferred
Experience in project funding and capital movement processes is a plus
What we offer:
Medical/Dental/vision - 100% employer paid for employee