Operations Analyst

Company Overview

Poetic is a leading technology and strategic creative agency. The full service marketing agency leverages deep expertise in website and application development, branding, design, digital marketing, and project management to build mission-focused strategies that propel businesses ahead of their competition. Poetic believes fearless innovation guided by integrity yields tangible results for its partners, employees, and communities.

What sets our agency apart is our unwavering commitment to excellence and our relentless pursuit of becoming the best in the industry. We are on a constant mission of self-improvement, always striving to exceed expectations and redefine what is possible in digital marketing.

If you're ready to be part of an agency that thrives on innovation, continuous improvement, and a relentless pursuit of excellence, we can't wait to hear from you. Together, we'll shape the future of digital marketing and make a lasting impact on the success of our partners' businesses.

Operations Analyst

We are looking for a precision-oriented Operations Analyst to serve as the analytical backbone of our three core business lines. You will be the "source of truth" for our data, ensuring that what we promise, what we execute, and what we bill are in perfect alignment.

This isn't just about maintaining the status quo; we want a tech-forward thinker who will leverage BI tools and implement AI workflows to streamline our reconciliation processes and eliminate manual bottlenecks.

This position is 100% remote.

Essential Duties & 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

Education & Experience

• Bachelor's Degree in Business Analytics, Management Information Systems (MIS), Finance, Accounting, Data Science, Operations Management, and Economics 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.

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. This is a safety-sensitive position and may be subject to additional compliance requirements.

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