Business Operations Lead

Posted Yesterday
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Boise, ID, USA
Hybrid
Mid level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Leads business operations planning, performance tracking, reporting, risk management, process improvement, stakeholder communications, executive presentations, and strategic or ad hoc initiatives. Develops operational metrics, improves management reporting, supports Board and business reviews, identifies operational risks, and drives cross-functional improvements aligned with company goals.
Summary Generated by Built In

The Business Operations Lead is responsible for managing the design, implementation, tracking, and reporting of operations performance against company goals.  The successful candidate will lead process improvements, communicate with internal stakeholders at all levels, including SLT and ELT, and represent Operations in key forums when required. This role also involves preparing presentations and reports for internal and external meetings, including Quarterly Business Reviews, Board meetings, and taking on strategic and ad-hoc projects as needed.

Responsibilities

  • Manage the design, implementation, tracking and reporting for operations and business plans against agreed company goals and objectives. 
  • Develop metrics that provide data for process measurement, understanding the underlying drivers, creating a regular cadence for reporting, and identifying and leading initiatives to enhance management reporting capabilities.
  • Manage the implementation and oversight of effective risk management practices in line with the company’s risk management framework ensuring timely identification and remediation of key operational risks
  • Identify areas for process and lean improvements, and gain buy-in from management & stakeholders to implement these changes
  • Communicate with internal stakeholders at all levels inc. employees, SLT and ELT and represent Operations when required to in key forums.
  • Prepare presentations, reports and other materials including management briefings and recommendations on key talking points, achievements, challenges and next steps as key input to existing internal and external meetings, Board meetings and other relevant forums.
  • Take on and execute special and/or ad-hoc projects related to key strategic and operational priorities to help resolve issues and drive improvement as required

Requirements

  • Degree in Business Administration or related field
  • 4+ years experience in consulting/business analyst/project management role
  • Proven track record of effectively planning and assisting strategic and operational initiatives
  • Advanced presentation and Microsoft Suite capabilities
  • Ability to collect and interpret data gathered from various sources. PBI, SQL skills desired but not required
  • Excellent communication skills, both verbal and written
  • Ability to work independently, strategically, efficiently, and collaboratively across departments
  • Strong relationship-management skills to build trust and rapport with internal stakeholders, bring influence across all levels of the business

Desired Experience and Skills

  • Understanding of financial modeling and performance measurement

Skills Required

  • Degree in Business Administration or a related field
  • 4+ years of experience in consulting, business analysis, or project management
  • Proven experience planning and assisting strategic and operational initiatives
  • Advanced presentation and Microsoft Suite capabilities
  • Ability to collect and interpret data from various sources
  • Excellent verbal and written communication skills
  • Ability to work independently, strategically, efficiently, and collaboratively across departments
  • Strong relationship-management skills and ability to influence stakeholders across all business levels
  • Power BI and SQL skills
  • Understanding of financial modeling and performance measurement

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Healthcare Strength Employer-provided medical, dental, and vision coverage is consistently listed in current job postings, with disability insurance also referenced. Feedback suggests these core health benefits are solid even if plan richness is not portrayed as top-tier across sources.
  • Retirement Support A 401(k) plan with employer matching is consistently cited in company and employer-verified materials. This reliable match supports long-term savings and is presented as a standard component of total rewards.
  • Leave & Time Off Breadth Immediate eligibility for paid time off, holidays, and volunteer time, along with parental leave, appears across job postings. This breadth of leave options provides practical flexibility from day one.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
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New York, NY
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