Overview
This Business Analyst role is part of the Business Management team, supporting the Global Head of Business Management with financial planning, reporting, and operational analysis across the organization. Ideal for an early-career finance professional looking to build broad FP&A skills and gain exposure to strategic planning and business systems in a fast-paced environment.
Responsibilities
Financial Planning & Analysis
- Assist in preparing and maintaining the firm’s 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
Reporting & Data Analysis
- Compile, clean, and analyze financial and operational data from ERP and reporting systems to support management decision-making
- Use 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
Project & ROI Support
- 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
Business Systems & Process Improvement
- 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
Requirements
- Bachelor’s 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
Preferred Qualifications
- Experience with subscription-based revenue models
- Exposure to sales engagement and enablement tools (Salesforce, SalesLoft, HubSpot)
- Experience with PMO processes or capital project analysis
Compensation & Benefits
- Base salary $70,000–$85,000 with a variable target of approximately 10% of base
- 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
- Annual Performance Bonus
- 401K Match
Additional Information
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.