Operations AI Analyst

FUNDVIEW is an organization focused on using business systems and technology to improve operations. The Operations AI Analyst will partner with departments to identify inefficiencies and build practical solutions using Microsoft Dynamics 365, AI, automation, integrations, and process improvement. The role also involves testing, documenting, and helping teams adopt improved workflows and tools.

What you'll do:

• Partner with departments to understand their workflows, challenges, and operational needs
• Map existing processes and identify bottlenecks, unnecessary manual work, and opportunities for improvement
• Help departments turn business problems into clear processes, system changes, or technical solutions
• Build solutions that make employees more efficient and improve the experience we provide our customers
• Document processes and help teams adopt new workflows and tools
• Work extensively within Microsoft Dynamics 365 and other business applications used throughout FUNDVIEW
• Configure and improve workflows, forms, data structures, reporting, and system processes
• Investigate system issues and determine whether the best solution is configuration, automation, process change, or development
• Assist with integrations and the movement of information between business systems
• Maintain a strong understanding of how our systems support different departments and business processes
• Use AI tools as a core part of daily work for research, analysis, problem-solving, prototyping, and implementation
• Design AI-assisted workflows that reduce repetitive or manual work

What they're looking for:

• • Strong technical aptitude and curiosity
• • Excellent problem-solving skills and the ability to break down unfamiliar problems
• • Interest in how businesses operate and how technology can improve those operations
• • Comfortable learning new software, systems, and technologies independently
• • Ability to communicate with both technical and non-technical employees
• • Strong attention to detail and follow-through
• • Willingness to experiment, learn from mistakes, and continuously improve
• • Ability to work collaboratively across departments
• • Comfortable working in an environment where the solution may not be obvious at the beginning
• • Naturally ask, “Why do we do it this way?”
• • Enjoy figuring things out when there isn't already a documented answer
• • Can understand both the business problem and the technology behind the solution

Benefits:

• 401(k) with company matching
• Medical, dental, and vision insurance
• Life insurance
• Paid time off