Business Analyst supporting business operations with financial modeling, budgeting, and process improvements. Collaborates with teams to enhance efficiency and align with strategic objectives.
Responsibilities
Participate in requirements gathering sessions with business and finance teams to identify operational and financial needs and document relevant requirements.
Analyze business processes and financial data to highlight trends, areas for process improvement, and cost-saving opportunities.
Assist in developing and updating business models, workflows, financial forecasts, budgets, and variance analyses to support projects and organizational initiatives.
Work closely with IT, accounting, and project management to translate business and financial requirements into practical solutions.
Prepare financial and operational reports, dashboards, and presentations to communicate findings and recommendations to stakeholders.
Support gap analyses and impact assessments for proposed changes, ensuring alignment with organizational and financial objectives.
Monitor key performance indicators (KPIs) and business metrics to track progress and support reporting cycles.
Contribute to monthly, quarterly, and annual planning activities, including budgeting and forecasting processes.
Support banking covenants and investment reporting needs of the organization.
Support ad-hoc requests and other duties as needed to meet evolving business needs.
Requirements
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; relevant certifications are a plus.
2+ years of experience in business analysis, financial planning & analysis, or a similar role.
Proficiency in Microsoft Excel and data visualization tools (such as Power BI or Tableau).
Strong analytical, problem-solving, and communication skills, with the ability to present information clearly.
Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a dynamic environment.
Experience collaborating with both business and finance teams.
Understanding of GAAP, financial reporting, and corporate finance principles.
Experience with ERP systems (e.g., SAP, Oracle) is beneficial.
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