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Citrix Systems

Operations Analyst

Citrix Systems

Operations Analyst


United States

We believe work is not a place, but rather a thing you do. Our technology revolves around this core philosophy. We are relentlessly committed to helping people work and play from anywhere, on any device. Innovation, creativity and a passion for ever-improving performance drive our company and our people forward. We empower the original mobile device: YOU!




R9416 Operations Analyst (Open)

Job Posting Title:

Operations Analyst

Job Description:

Run daily, monthly & quarterly revenue reports from system and reconciles against deferral lists provided by Revenue Operations.

Perform analysis of bookings, revenue, gross margin, forecast rollups, pipeline, and trending.

Gather data for Annual Bookings plan.

Assist with data pulls and activities for monthly billings and quarter close process.

Work on sales tracking, reporting, audit, and reconciliation.

May assist in the adjustment process.

Create, communicate and ensure the accuracy of various reports required on a daily, monthly and quarterly basis.

Maintain key performance indicators for Professional Services.

Create various KPI and QBR presentations.

Assist in the creation of various management Dashboards.

Gather data for metrics for senior management.

Identify qualitative and quantitative business cases for metrics and reporting.

Reconciles various reports.

Respond to ad-hoc reporting requests as needed.

Identify improvements processes and definitions to provide consistent reporting & best practices.

Participate on project teams and requirements gathering for projects as needed.

Strive to consistently keep technical skills up to date by participating in training when needed.

Qualifications (Knowledge, Skills, Abilities)

Advanced level of expertise using Microsoft Office suite.

Advanced Excel with strong technical ability to automate Reports (Pivots, Vlookups, Macros).

Experience with Customer Relationship Management, Salesforce Automation Systems, Enterprise Resource Planning and enterprise reporting tools required.

Basic SQL helpful, but not required.

Ability to analyze financial reports, determines and addresses problem areas, and suggests relevant solutions.

Strong analytical, problem-solving skills required.

Strong business acumen with excellent analytical and problem-solving skills.

Has a thorough understanding of the people, processes, technology issues and a passion regarding customer service (internal and external) and delivery/execution.

Strong written and verbal communication and interpersonal skills.

Ability to work effectively with a variety of organization, management levels, cultures, and personalities

Proactively recognizes how business processes impact reporting.

Independent and flexible, with the ability to handle multiple tasks with little supervision.

Requirements (Education, Certification, Training, and Experience)

Bachelor’s Degree (or equivalent) in Finance, Accounting, Business Administration, or similar field or equivalent experience.

Fluent in written and verbal English. Additional language skills preferred.

Critical Functional Competencies

Channel and Sales Program Knowledge - Understands Citrix channel strategies and sales programs and methodologies. Works with external teams to leverage, improve and/or define such programs. (Stage 1)

Orchestrating Resources - Develops collaborative, engaged, focused teams of resources in support of delivering high-quality solutions and services to our customers. (Stage 2)

Project Management - Ability to define and manage projects of varying complexity and across multiple teams, both directly linked and virtual. (Stage 1)

Critical Technical Competencies

Analytical Ability / Problem Solving - Analyzes and understands problems using logic and reasoning and presents relevant solutions. (Stage 3)

Performance Reporting & Planning - Ability to produce reports and analyze trends for various areas including pipeline, forecasting, expense management, and planning. (Stage 2)

Quantitative Analysis & Metrics - Ability to analyze financial data using mathematical models. (Stage 2)

Systems Management - Possesses a general understanding of Sales Systems and knowledge domains relevant to specific processes and practices (within their application track). In addition, possesses a general understanding of escalation management, requirements gathering processes, and the software development life cycle as it relates to business systems. (Stage 1)

Critical Leadership Blueprint Competencies

Accountability - Holding self and others accountable for keeping commitments and delivering the best possible performance. (Stage 1)

Authenticity - Showing a genuine, accessible, and caring side that builds trust, mutual support, and credibility. (Stage 1)

Communication - Ensuring that communications channels are open and that information and ideas are flowing in all appropriate directions. (Stage 1)

Excellence Orientation - Striving to be the best that one can be and to maximize one’s own potential in helping Citrix succeed. (Stage 1)

Teamwork - Working in concert with others and creating group synergy in pursuit of collective goals. (Stage 1)

Business Savvy - Demonstrating solid knowledge of business and industry practices, and otherwise showing a command of business fundamentals required to manage Citrix operations. (Stage 1)

Innovation - Creating and supporting an environment that is conducive to innovation and new ways of doing things. (Stage 1)

Strategic Thinking - Demonstrating a big picture perspective and ability to consider all relevant information when making business decisions. (Stage 1)

Functional Area:

Sales Ops

About us:

Citrix is a cloud company that enables mobile workstyles. We create a continuum between work and life by allowing people to work whenever, wherever, and however they choose. Flexibility and collaboration is what we’re all about. The Perks: We offer competitive compensation and a comprehensive benefits package. You’ll enjoy our workstyle within an incredible culture. We’ll give you all the tools you need to succeed so you can grow and develop with us.

If this is an evergreen requisition, by applying you are giving Citrix consent to be considered for future openings of other roles of similar qualifications.

Citrix (NASDAQ:CTXS) is leading the transition to software-defining the workplace, uniting virtualization, mobility management, networking and SaaS solutions to enable new ways for businesses and people to work better. Citrix solutions power business mobility through secure, mobile workspaces that provide people with instant access to apps, desktops, data and communications on any device, over any network and cloud. With annual revenue in 2014 of $3.14 billion, Citrix solutions are in use at more than 330,000 organizations and by over 100 million users globally. Learn more at

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11 days 16 hours ago

Citrix Systems


Operations Analyst Citrix Systems - , , United States


Company Profile:
Citrix is a leader in virtualization, networking and cloud infrastructure to enable new ways for people to work better. Citrix solutions help IT and service providers to build, manage and secure virtual and mobile workspaces that seamlessly deliver apps, desktops, data and services to anyone, on any device, over any network or cloud. This year Citrix is celebrating 25 years of innovation, making IT simpler and people more productive with mobile workstyles. With annual revenue in 2013 of $2.9 billion, Citrix solutions are in use at more than 330,000 organizations and by over 100 million people globally.