Note: The job is a remote job and is open to candidates in USA. Poetic is a technology and strategic creative agency providing website and application development, branding, design, digital marketing, and project management services. The Operations Analyst will serve as the data source of truth across three business lines by reconciling invoicing, actual spend, and budgets, overseeing financial data flows, and improving operational accuracy through BI tools and AI-enabled workflows.
Responsibilities
- Master our backend architecture, specifically focusing on payment system management and invoicing triggers
- Perform continuous "Tri-Point Reconciliation" (Invoiced vs. Actual Spend vs. Budget) across the portfolio
- Act as the technical partner for Marketing Specialists, ensuring their budgeting tools reflect real-time financial data
- Oversee the data flow within NetSuite to ensure our monthly recurring revenue (MRR) model is billed accurately
- Provide rigorous data supervision of customer records and project setups to prevent billing leaks or service discrepancies
- Provide data oversight for our Creative Catalog, ensuring all assets are tracked and billed according to contract terms
- Monitor project-based billings to ensure milestones are met and invoiced accurately
Skills
- * Bachelor's Degree in Business Analytics, Management Information Systems (MIS), Finance, Accounting, Data Science or related fields
- * Advanced proficiency in Excel or Google Sheets, including the ability to build reliable, scalable models and structured datasets that can be used across teams
- * Experience working with ERP systems such as NetSuite or similar platforms
- * Experience with business intelligence tools including Tableau, Power BI, or similar BI tools
- * Strong interest in automation and emerging technologies, including AI tools such as LLMs and workflow automation platforms like Zapier, with the ability to apply them to improve data accuracy, reporting, and operational efficiency
- * Strong systems thinking skills, with the ability to understand and map end-to-end workflows across interconnected tools, processes, and data flows
Benefits
- This position is 100% remote.
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