Business Operations & Planning Specialist

About the role

The Business Operations Consultant will play a crucial role in supporting the Corporates Professional Services business by ensuring that processes, reporting, tools, and employee experiences are optimized for efficiency and effectiveness. This role will focus on executing operations processes and reporting while contributing to process improvement efforts across the business unit to enhance financial, operational, customer satisfaction, and employee satisfaction outcomes.

Our Project & Operations Management team consists of seasoned professionals who have excelled in professional services through client-facing delivery, business transformation, and innovation. As business operations increasingly take on complex and global dimensions, the Business Operations Consultant will lead efforts to enhance services-related processes and technology.

Key Responsibilities

• Support critical operational areas for professional services, including order processing, credits, time entry and billing, access requirements, quality assurance, reporting, and governance, with a focus on strategic improvement.
• Develop, review, and maintain high-level operational documentation and communications.
• Oversee and manage POM information channels, ensuring efficient triage, routing, and response management through various platforms such as email, MS Teams, and roundtable discussions.
• Drive revenue management initiatives, particularly in month-end research and resolution, to optimize financial performance.
• Foster a culture of creativity and innovation, encouraging team feedback and suggestions for continuous improvement.
• Ensure active participation and leadership in Operations discussions, tools, and resources.
• Execute special projects and additional duties, providing strategic input and leadership.

Required Qualifications

• Advanced English proficiency. Candidates will be tested before setting up an interview.
• At least 5 years' experience in similar roles.
• Extensive understanding of operational and revenue businesses, with in-depth knowledge of back-office processes, operations, and technologies.
• Expertise in multiple technology platforms, with the ability to quickly adapt to new technologies.
• Intermediate level experience with SAP
• Advanced Excel skills and proficiency with O365 and Power Platforms.
• Strong leadership, interpersonal, and presentation skills.
• Excellent oral and written communication abilities.
• Demonstrated success in leading process improvement initiatives with measurable results.
• Project management skills, with a strategic approach to developing and prioritizing goals and plans.

Preferred Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field (or equivalent experience).
• Experience in professional services, including time entry, billing, and month-end revenue reconciliation.
• Advanced SAP experience, including order-to-cash processes.
• Experience with Power Automate, Power BI, or Power Apps to automate workflows and build dashboards.
• Process improvement or project management certification (e.g., Lean Six Sigma, PMP).
• Knowledge of internal controls and governance (e.g., SOX) as they apply to revenue processes.
• Experience working in a global, matrixed environment.
• Location: Mexico City
• To apply you must include an updated version of your resume in English
• #LI-JA1

What's in it For You?

• Hybrid Work Model: We've adopted a flexible hybrid working environment for our office-based roles while delivering a seamless experience that is digitally and physically connected.
• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.