Business Operations

• Design and implement a future-state operating model for a multi-credit-union shared-services organization
• Serve as the primary bridge between business operations, technology, data, AI/automation teams, and project leadership
• Lead current-state discovery, process analysis, requirements definition, KPI baselining, future-state process design, and benefits validation, initially focusing on Deposit Operations
• Lead discovery sessions with credit union and shared-services subject-matter experts
• Document end-to-end current-state processes, workflows, business rules, requirements, systems, controls, data flows, handoffs, exception paths, and manual activities
• Analyze processes across participating credit unions and identify standardization and automation opportunities
• Identify bottlenecks, duplicate activities, workarounds, control gaps, rework, and process-improvement opportunities
• Facilitate interviews and workshops with employees and stakeholders affected by future process changes
• Analyze ACH and share-draft exception processing, returned deposits, ACH research and reclamations, manual payroll processing, card and member-account support, remote/mobile deposit review, and exception and research workflows
• Evaluate and prioritize automation opportunities using workflow orchestration, AI, document intelligence, RPA, and related technologies
• Design future-state workflows addressing exceptions, escalations, human review, and audit requirements
• Translate business needs into business, functional, data, workflow, integration, reporting, and control requirements
• Develop user stories, acceptance criteria, business rules, process models, and requirements traceability documentation
• Partner with solution architects, developers, AI specialists, security teams, and business SMEs
• Support configurable workflows for multiple credit unions, operating models, systems, policies, and approval structures
• Ensure scalability to additional business lines such as Lending and Collections and to future participating credit unions
• Establish operating-metric baselines, including volumes, FTE utilization, cycle time, throughput, errors, rework, exceptions, cost to serve, and service levels
• Develop efficiency and business-benefit estimates, success criteria, benefits-tracking frameworks, and implementation recommendations
• Liaise among operations personnel, credit union leadership, technology teams, compliance stakeholders, and implementation teams
• Support change-readiness assessments, communications, training, knowledge transfer, and transition planning
• Incorporate operational risk, compliance, privacy, security, internal controls, GLBA, NCUA expectations, auditability, third-party risk, explainability, and human-in-the-loop requirements
• Support prototypes, demonstrations, requirements reviews, testing, and user acceptance testing
• Track requirements, assumptions, dependencies, decisions, issues, and scope changes
• Prepare governance and executive/Board decision-gate deliverables and provide status, findings, risks, and recommendations to project leadership and client stakeholders

Principal Business Operations Transformation Lead

• Manage day-to-day operations of the Business Process Optimization team and ensure timely delivery of initiatives
• Translate business needs into actionable optimization and process improvement plans
• Oversee execution of moderately complex projects and initiatives
• Ensure process documentation, reporting, and compliance with standards
• Develop business cases and ROI models for process investments
• Define and track value metrics for process improvement projects
• Support development and implementation of automation and efficiency tools
• Monitor team performance and provide coaching and feedback
• Collaborate with cross-functional partners to identify improvement opportunities
• Track and report project progress, risks, and outcomes
• Promote continuous improvement and knowledge sharing
• Support resource planning and team development
• Facilitate workshops and working sessions to identify pain points and co-create solutions
• Conduct post-implementation reviews
• Perform other duties as assigned

Manager I, Business Process Optimization

• Serve as a senior business process advisor across multiple financial units
• Evaluate existing business processes and recommend operational improvements
• Coordinate financial management activities, including reconciliations, revenue processing reviews, trial balance cleanup, warrant monitoring, receivable analysis, and financial statement monitoring
• Develop, review, maintain, update, and validate process documentation, SOPs, agency policies, desk procedures, workflow diagrams, process maps, and work instructions
• Identify operational risks and recommend mitigation strategies
• Develop and maintain organizational readiness templates, forms, procedures, documentation, training plans, and role-based training outlines
• Coordinate onboarding and monitor required training in the People First LMS
• Coordinate meetings, agendas, action items, and follow-up activities
• Support cutover planning, transition, execution, and system implementation readiness
• Coordinate Chart of Accounts crosswalk updates and payment data/prepayment analysis
• Facilitate communication between business units during implementation
• Assess workload distribution and recommend responsibility reassignments
• Prepare management and executive-level status reports
• Conduct research, analyze data, evaluate alternatives, and prepare recommendations for management decision-making
• Coordinate cross-functional business activities and monitor project deliverables and implementation milestones
• Facilitate issue identification and resolution
• Lead or participate in special projects assigned by management
• Report to the Program Manager

Business Process Manager

• Serve as a lead to Clinical Business Operations Representatives
• Facilitate prompt resolution of highly complex pre- and post-care problems in daily clinical operations
• Perform administrative and receptionist functions, including answering incoming calls, managing patients, and acquiring necessary patient care and records
• Assist patients in a courteous, efficient, and professional manner while ensuring adherence to service standards
• Manage expectations surrounding pre- and post-patient care
• Provide guidance, support, training, and continuous improvement assistance to Clinical Business Operations Representatives
• Obtain and review patient demographic, insurance, and referral information
• Review clinical records for completeness, including authorizations, signatures, missing data, and other patient information
• Triage incoming calls, respond to questions, direct calls, and document messages in appropriate software
• Greet visitors and callers, handle inquiries, and direct them to appropriate employees
• Collaborate with employees to solve problems and improve practice workflow
• Provide coverage for co-workers as assigned or needed
• Develop and promote effective communication methods with physicians, managers, peers, trainees, and staff
• Schedule and coordinate colonoscopies, EGD procedures, and surgeries for pre- and post-transplant patients
• Work in Cerner and OTTR with transplant service lines to facilitate the pre-transplant process
• Collaborate with Jackson clinical operation leaders on scheduling pre- and post-transplant patients
• Participate in organ-specific quality and operational meetings
• Provide coverage for CBORs in TID, Psychiatry, Nephrology, Hepatology/Cardiology, Pulmonology, or Critical Care
• Maintain confidentiality and safeguard University assets
• Perform other duties and responsibilities as necessary

Clinical Business Operations Specialist

• Collect, clean, and analyze operational and business data to identify trends and improvement opportunities
• Support AI-related projects including predictive analytics, automation, workflow enhancement, and data modeling
• Participate in ERP system optimization, including process mapping, data validation, and documentation updates
• Build dashboards, reports, and visualizations to support decision-making across teams
• Research new technologies, tools, and methodologies related to data analytics and operational efficiency
• Partner with cross-functional groups to support ongoing initiatives
• Document processes, system enhancements, requirements, and best practices
• Support ad-hoc projects that improve operational performance, accuracy, and data accessibility

Intern, Business Support – Business Operations

• Study how work gets done inside Boyd Thermal and identify inefficiency and variation in operational and transactional processes
• Map end-to-end business processes across transactional and operational value streams at the site and desk level
• Use process and task mining to analyze cycle time, variants, handoffs, rework, and wait states
• Quantify current-state costs and rank opportunities by value, feasibility, and speed to proof
• Challenge existing process premises and design target-state processes around business outcomes
• Align Boyd processes to Eaton’s six value streams: record-to-report, order-to-cash, procure-to-pay, hire-to-retire, idea to realization, and plan-to-perform
• Sequence standardization before automation and apply artificial intelligence, agents, and analytics where appropriate
• Lead process changes through adoption, including coalition building, decision-making, funding, documentation, training, and post-go-live measurement
• Work with integration workstream leaders to embed process redesign in the Transition Services Agreement exit
• Run bounded pilots of new tools, agents, and process patterns in Boyd
• Capture pilot evidence and package proven capabilities for adoption across Eaton
• Partner with Eaton Transactional System, data and artificial intelligence, and Global Process Owner teams
• Build and maintain an internal and external network of expertise

Senior Manager, Business Process Optimization

• Study how work gets done inside Boyd Thermal and identify inefficiency and variation in operational and transactional processes
• Map end-to-end business processes across transactional and operational value streams at the site and desk level
• Use process and task mining to analyze cycle time, variants, handoffs, rework, and wait states
• Quantify current-state costs and rank opportunities by value, feasibility, and speed to proof
• Challenge existing process premises and redesign target states around business outcomes
• Align redesigned processes to Eaton’s six value streams: record-to-report, order-to-cash, procure-to-pay, hire-to-retire, idea to realization, and plan-to-perform
• Sequence standardization before automation and apply AI, agents, and analytics where appropriate
• Lead change through adoption by building coalitions, securing decisions and funding, and collaborating with integration workstream leaders
• Embed process redesign in the Transition Services Agreement exit
• Document redesigned processes as standard work, teach them, and measure results after go-live
• Run bounded pilots of new tools, agents, and process patterns in Boyd
• Capture evidence of what worked and package proven capabilities for adoption across Eaton
• Partner with Eaton Transactional System, data and artificial intelligence, and Global Process Owner teams to scale Boyd proofs into Eaton standards
• Build and maintain an internal and external best-practice network

• Track office requirements
• Coordinate DoW correspondence and taskers
• Support process standardization and modernization for the Office of Command Climate and Well-Being Integration (OCCWI)
• Manage recurring executive-level meetings and working groups, including scheduling, agendas, read-ahead, and meeting notes
• Review documents for clarity and accuracy and create polished, well-structured written materials
• Develop and innovate processes and digital tools to streamline office operations, enhance productivity, and reduce cross-office siloes
• Collaborate with team members, senior leaders, and stakeholders to prioritize competing requirements, ensure timely completion of tasks, and support continuous improvement