Business Analyst

This is a fully remote position, open to applicants in Alabama, +45 more states.

📋 Description

• Assist in the annual budgeting and forecasting process by consolidating inputs, creating budget models, and delivering presentations to executive leadership.

• Aid in the development and upkeep of reports and dashboards in Salesforce, NetSuite Analytics, and Kantata.

• Collect and compile data for ad-hoc reports requested by finance, operations, and leadership teams.

• Prepare monthly management reports and conduct variance analysis to compare actuals against budget and previous forecasts.

• Help with periodic reforecasts and scenario modeling under the supervision of the Sr. Business Analyst.

• Oversee Salesforce data governance across opportunities, accounts, and pipeline stages.

• Create and maintain Salesforce reports and dashboards for sales and executive leadership.

• Support pipeline review processes and ensure opportunity data is up-to-date.

• Contribute to the monthly close process by preparing schedules and reconciling data between Salesforce, Kantata, NetSuite, and the general ledger.

• Assist with project setup, billing support, and revenue tracking.

• Facilitate process documentation and enhancements to recurring finance and reporting workflows.

• Complete supplier and vendor onboarding forms, manage business license renewals, and maintain records of vendors and clients.

• Coordinate the review and negotiation of confidentiality agreements, master service agreements, and other client contracts.

• Maintain standard contract templates with version control and archive executed agreements.

• Support the company’s intellectual property portfolio and corporate records, collaborating with external counsel as required.

⛳️ Requirements

• Bachelor’s degree in Finance, Business Administration, Data Analytics, or a related discipline.

• 3-5 years of experience in FP&A, finance, or business analytics, preferably in a professional services or consulting setting.

• Proven experience in supporting budgeting and forecasting cycles, developing management reports, and performing financial analyses.

• Strong critical thinking and problem-solving abilities, with the capacity to exercise sound judgment in ambiguous or time-sensitive scenarios.

• Advanced Excel skills along with proficiency in the Microsoft Office Suite.

• Hands-on experience with Salesforce, NetSuite, Kantata, or similar ERP, CRM, and BI tools is highly preferred.

• Experience in maintaining data integrity across business systems, including data cleanup, standardization, and reconciliation between platforms.

• Ability to convert large or unstructured data sets into clear reports, dashboards, and recommendations for a non-technical audience.

• Excellent organizational skills with the ability to juggle multiple competing deadlines and reporting cycles simultaneously.

• Detail-oriented with a strong commitment to accuracy.

• Collaborative team player experienced in partnering with finance, accounting, HR, IT, operational leads, and legal counsel.

• Capacity to effectively manage individual workloads and thrive in a fast-paced, multi-project environment with shifting priorities.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health benefits package including medical, dental, and vision coverage.

• Opportunities for professional development and continuous learning.

• Flexible work arrangements to support work-life balance.

• Collaborative and inclusive company culture.