Business Analyst – Finance, Business Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the preparation and ongoing management of the firm's annual budget and rolling forecasts across various business units.

• Support the monthly financial closing activities, which include variance analysis, expense reviews, and accrual documentation.

• Maintain and update financial models regularly.

• Aid in the creation of monthly reporting packages for Business Unit Reviews.

• Compile, clean, and analyze financial and operational data sourced from ERP and reporting systems.

• Utilize AI to design and uphold recurring reports and dashboards that monitor KPIs.

• Identify trends, anomalies, and opportunities within financial data, presenting findings to the Global Head of Business Management.

• Assist in constructing ROI analyses and financial business cases for technology and capital investment projects in collaboration with the PMO.

• Maintain standardized ROI templates and ensure a consistent methodology across various initiatives.

• Support documentation of system changes, testing updates, and process documentation.

• Identify improvements in workflow and reporting processes through automation or enhanced use of existing tools.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.

• 2–4 years of experience in FP&A, financial analysis, or a comparable finance role.

• Strong understanding of budgeting, forecasting, and variance analysis principles.

• Proficient in Excel, including financial modeling, pivot tables, and advanced formulas.

• Experience with ERP or financial reporting systems is essential.

• Excellent attention to detail and the ability to manage multiple deadlines concurrently.

• Clear written and verbal communication skills, with the ability to present data effectively to non-finance stakeholders.

• Familiarity with subscription-based revenue models (preferred).

• Experience with sales engagement and enablement tools such as Salesforce, SalesLoft, or HubSpot (preferred).

• Knowledge of PMO processes or capital project analysis (preferred).

🏝️ 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

• Variable target of approximately 10% of base