Finance Business Analyst

Roles and responsibilities

• Interfacing with business customers, gathering requirements and delivering complete BI solutions to drive insights and decision making across stakeholder teams.
• Interfacing with other technology teams to extract, transform, and load data from a wide variety of data sources using SQL (Redshift, Oracle) and ability to use a programming and/or scripting language to process data for modeling
• Evolve organization wide Self-Service platforms
• Building metrics to analyze key inputs to forecasting systems
• Leading complex analytical deep dives (Segmentation, A/B testing)
• Recognizing and adopting best practices in reporting and analysis: data integrity, test design, analysis, validation, and documentation.
  

Basic Qualifications

• Bachelor's degree in computer science, engineering, mathematics or equivalent
• 5+ years of business analyst, data analyst or similar role experience
• Experience with SQL
• Experience with data visualization using Tableau, Quicksight, or similar tools
  

Preferred Qualifications

• Bachelor's degree or equivalent

• Financial Data Analysis and Reporting:

  • Analyze financial data to identify trends, variances, and opportunities for improvement.
  • Prepare financial reports and present findings to senior management, offering insights and recommendations.
  • Monitor financial performance and assess the impact of different variables on business results.

• Budgeting and Forecasting Support:

  • Assist in the preparation of annual budgets, ensuring alignment with business objectives and operational plans.
  • Conduct financial forecasting, including revenue and expense projections, to support decision-making.
  • Analyze actual performance against budgeted targets, identifying areas for corrective action.

• Financial Modeling and Valuations:

  • Build and maintain financial models to assess business performance and support investment decisions.
  • Conduct scenario analysis and sensitivity analysis to evaluate the financial impact of various decisions.
  • Provide recommendations based on the financial modeling results to optimize profitability and growth.

• Cost Management and Efficiency Improvement:

  • Analyze cost structures and identify opportunities for cost reduction or process improvements.
  • Work with department heads to assess financial performance and implement strategies to improve efficiency.
  • Monitor and report on key cost drivers, helping to align operational costs with business goals.

• Financial Process Improvement:

  • Identify areas where financial processes can be optimized or automated.
  • Collaborate with the finance team to implement process improvements, streamline workflows, and enhance reporting accuracy.
  • Assist in the evaluation of new financial systems, software, or tools to support operational efficiency.

Desired candidate profile

. Financial Analysis

• Proficient in analyzing financial data, including income statements, balance sheets, and cash flow statements.
• Ability to identify trends, variances, and financial issues that impact the organization’s performance.
• Strong understanding of financial metrics, ratios, and KPIs to evaluate business performance.

2. Budgeting and Forecasting

• Experience with budgeting processes, cost management, and forecasting future financial performance.
• Ability to build financial models to support budget and forecast planning.
• Expertise in evaluating and recommending adjustments to budgetary assumptions based on real-time data and trends.

3. Data Analysis and Reporting

• Expertise in using data analysis tools (e.g., Excel, SQL, Power BI, Tableau) to interpret large datasets and generate reports.
• Ability to present complex financial data and insights clearly to non-financial stakeholders.
• Experience in creating financial dashboards and visualizations to track performance metrics.

4. Financial Modeling

• Strong proficiency in building financial models for scenario analysis, valuations, investment decisions, and forecasting.
• Experience in sensitivity analysis and assessing the impact of different variables on financial outcomes.
• Ability to perform ROI analysis and help guide strategic decision-making based on model results.

5. Accounting and Financial Systems Knowledge

• Familiarity with accounting principles and frameworks, including GAAP (Generally Accepted Accounting Principles) or IFRS (International Financial Reporting Standards).
• Experience using financial software and ERP systems (e.g., SAP, Oracle, QuickBooks, Microsoft Dynamics).
• Knowledge of internal controls, financial audits, and compliance requirements.

6. Problem-Solving and Critical Thinking

• Strong problem-solving skills to identify financial challenges and develop effective solutions.
• Analytical thinking to assess large volumes of financial data and make actionable recommendations.
• Ability to identify inefficiencies, risks, or cost-saving opportunities within financial processes.

7. Communication Skills

• Strong verbal and written communication skills to present complex financial data and analysis to stakeholders.
• Ability to explain financial concepts and analysis to non-financial team members.
• Proficiency in creating clear reports and presentations that highlight key findings and recommendations.