Business Analyst – Finance & Business Management

Department: Operations

Employment Type: Full Time

Location: Remote US, Remote

Key Responsibilities

• Assist in the preparation and maintenance of the firms annual budget and rolling forecasts across business units
• Support the monthly financial close process, including variance analysis, expense reviews, and accrual documentation
• Maintain and update financial models
• Assist in drafting monthly reporting packages, including YTD actuals, budget variances, and full-year projections for Business Unit Reviews

• Compile, clean, and analyze financial and operational data from ERP and reporting systems to support management decision-making
• Leveraging AI to develop and maintain recurring reports and dashboards that track KPIs across business units
• Identify trends, anomalies, and opportunities within financial data and surface findings to the Global Head of Business Management

• Assist in building ROI analyses and financial business cases for technology and capital investment projects in partnership with the PMO
• Help maintain standardized ROI templates and ensure consistent methodology is applied across initiatives

• Support the Business Systems Analyst in documenting system changes, testing updates, and maintaining process documentation
• Identify opportunities to improve recurring workflows and reporting processes through automation or better use of existing tools

Skills, Knowledge and Expertise

• Bachelors degree in Finance, Accounting, Business Administration, or a related field
• 2–4 years of experience in FP&A, financial analysis, or a related finance role
• Solid understanding of budgeting, forecasting, and variance analysis concepts
• Strong Excel skills, including financial modeling, pivot tables, and advanced formulas
• Experience working with ERP or financial reporting systems
• Strong attention to detail with the ability to manage multiple deadlines simultaneously
• Clear written and verbal communication skills, including the ability to present data to non-finance stakeholders

• Experience with subscription-based revenue models
• Exposure to sales engagement and enablement tools (Salesforce, SalesLoft, HubSpot)
• Experience with PMO processes or capital project analysis

Benefits

• 20 days of Vacation
• 8 Sick Days
• 1 paid volunteer day
• 10-11 Holidays a year
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance 
• Competitive Pay
• Annual Performance Bonus
• 401K Match