BUSINESS ANALYSIS MANAGER JOB DESCRIPTION

Managing financial analysis in regulated industries means one decision can ripple through an audit, a forecast, and a regulatory submission simultaneously. The Business Analysis Manager in financial services owns the analytical and planning infrastructure that translates raw financial data into decisions leadership can defend. From stress testing frameworks and FP&A cycles to credit risk monitoring and systems governance, the scope is broad, and the stakes are real. BFSI compliance regimes - Basel requirements, US GAAP, IFRS - set the outer boundary; this manager works inside them.

As the Business Analysis Manager, you will lead financial planning, data quality oversight, and analytical delivery across a complex, multi-stakeholder organization, ensuring that budgets, forecasts, and risk models reflect accurate, audit-ready figures. You will own a team of analysts while reporting to a senior finance or FP&A leadership structure, collaborating across accounting, treasury, risk, and technology functions to drive rigorous, timely analysis.

Career Impact: Ownership of stress testing programs, regulatory reporting cycles, and FP&A processes builds the kind of cross-functional credibility that distinguishes a Business Analysis Manager as a senior finance leader in the BFSI market.

Business Impact: The accuracy and timeliness of financial models and risk assessments produced in this role directly inform capital allocation decisions and regulatory submissions that protect the organization's financial standing.

Growth Opportunity: Exposure to Oracle EPM, enterprise risk frameworks, and Basel-aligned stress testing expands your technical depth and opens pathways toward Director of FP&A, Chief Risk Officer preparation, or enterprise finance transformation leadership.

• Lead the annual budget cycle and quarterly forecast preparation, coordinating submissions across business units for consistency and accuracy.
• Own financial data integrity within enterprise planning systems, reconciling reporting tools to primary ledger systems monthly.
• Direct stress testing and scenario analysis programs, managing governance requirements including documentation, review, and stakeholder sign-off.
• Develop and maintain credit risk and fraud performance frameworks, including onboarding new data sources and monitoring portfolio-level metrics.
• Partner with FP&A, accounting, treasury, and technology teams to define system enhancement requirements and prioritize implementation roadmaps.
• Coordinate user acceptance testing for financial system upgrades, defining test scope and ensuring delivery against documented business requirements.
• Manage a team of business analysts, setting performance expectations, providing developmental feedback, and allocating capacity across concurrent workstreams.
• Prepare executive-level presentations that translate complex financial and risk findings into clear, actionable narratives for senior leadership.

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field, or equivalent work experience.
• 5 or more years of financial analysis, planning, or risk management experience within a financial services or BFSI environment, with demonstrated team leadership.
• Proven ability to lead FP&A processes including budgeting, quarterly forecasting, and variance analysis against income statement and balance sheet items.
• Experience conducting or coordinating business requirements gathering, UAT, and change management for financial systems implementations.
• Working knowledge of US GAAP financial statements and exposure to IFRS reporting requirements.
• Strong written and verbal communication skills, including the ability to present analytical findings clearly to both finance and non-finance audiences.
• Demonstrated ability to manage multiple concurrent workstreams under tight deadlines while maintaining data accuracy and audit integrity.
• Ability to interpret regulatory and compliance frameworks as they apply to financial reporting and risk control processes.

• Advanced degree (MBA, Master's in Finance) or professional certification such as CPA, CMA, or PMP, reflecting commitment to technical depth in the field.
• Experience with enterprise financial planning platforms and ERP systems, particularly in environments where reconciliation between planning and ledger systems is required.
• Familiarity with stress testing methodologies, Basel-aligned frameworks, or regulatory capital reporting in a banking or insurance context.
• Prior exposure to fraud strategy, credit risk modeling, or loss prevention analysis in a consumer or commercial lending environment.

• Forecast accuracy rate, measured as variance between submitted forecasts and actual results across key income statement lines.
• Budget cycle completion rate, tracking on-time delivery of consolidated submissions across all business unit inputs.
• UAT defect closure rate, reflecting thoroughness of requirements validation before system releases reach production.
• Stress test governance compliance score, measuring completeness of documentation, sign-off, and review adherence per regulatory standards.
• Credit or fraud portfolio metric movement, such as loss rate or fraud detection rate, attributable to analytically driven strategy changes.
• Data integrity error rate within financial planning systems, measured by reconciliation exceptions logged per close cycle.
• Typical tools: Financial planning platforms (commonly Oracle PBCS or Hyperion); BI and reporting (commonly Power BI or MicroStrategy); spreadsheet environments (Excel/SmartView).

• Base Salary Range: $110,000 to $145,000 annually, depending on seniority and institution size
• Bonus: Annual performance bonus, typically 10% to 20% of base salary
• Equity: Rare in traditional financial services; stock or RSU grants more common in fintech settings
• Health Benefits: Comprehensive medical, dental, and vision coverage; employer-subsidized premiums
• PTO: 15 to 20 days annually, plus federal holidays and sick leave
• Common Perks: 401(k) with employer match, professional certification reimbursement, hybrid work arrangements

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment is contingent upon satisfactory completion of a background check, which may include verification of credit history given the financial nature of this role. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Business Analysis Manager owns daily inbound and outbound data quality reviews across Servicing, Originations, and External Reporting within CCB, operating across systems including MSP, MBWS, and EIV. Reporting to department management, this role leads a small team of business analysts to maintain loan data accuracy, ensure SLA adherence, and support operational objectives across the home lending organization.

Key Responsibilities

• Complete daily inbound and outbound data quality management tasks, including inventory reporting and responding to inquiries from Manila partners and other lines of business.
• Monitor daily responsibilities to ensure all required tasks are completed within SLA without compromising quality.
• Provide backup support to analyst functions within the department, including reporting and communication.
• Maintain the validity and accuracy of team procedures.
• Assist management with updates to process flows, procedures, and controls as necessary.
• Participate in departmental remediation projects.
• Manage a small team of business analysts, focusing on daily production, adherence to corporate standards, and performance development.

Required Qualifications

• Bachelor's degree in a related field or equivalent work experience.
• 5 or more years of industry experience, preferably in home mortgage originations and servicing.
• Experience managing delivery across multiple workstreams with tight deadlines.
• Familiarity with mortgage servicing concepts, practices, and procedures.
• Understanding of automation and its positive outcomes for growth, expense reduction, and process control.
• Experience with data mining and analysis in Excel.
• Working knowledge of Home Lending systems including MSP, MBWS, and EIV.
• Proven ability to execute through successful internal partnerships across originations, servicing, and external reporting.
• Excellent leadership and structured communication skills, both written and verbal.

Embedded within the Business Intelligence team, the Business Analysis Manager leads management of BI components, applications, and a dedicated BI team while enforcing change management procedures and quality assurance across the organization's reporting environment. Working closely with business stakeholders and technical staff, this role shapes BI operations by analyzing requirements, leading cube and report deployment, and ensuring that information systems meet both technical specifications and business needs.

Core Functions

• Manage the BI team and oversee BI components and applications.
• Create, document, and enforce strict change management procedures, including documentation of approvals and all auditable steps.
• Work with business stakeholders to analyze requirements and determine how best to satisfy them with existing BI tools.
• Lead BI operations including scheduling and deployment of BI cubes and reports.
• Document customizations in both technical and business formats.
• Manage Business Intelligence support procedures and provide training for power users.
• Design and create test plans to find errors, ensure information meets specifications, and guarantee quality implementation.
• Help the team debug program and system errors found in testing.

Qualifications & Experience

• Bachelor's degree in Computer Science, Information Technology, or Business Intelligence, or equivalent experience.
• 5 or more years of experience in business intelligence and SQL development and support in the IBM iSeries environment.
• 5 or more years of experience with MicroStrategy, including intelligent cubes.
• Knowledge of iSeries ad-hoc reporting tools and OLAP analysis tools.
• Exposure to development and testing methodologies, including full knowledge of iSeries and JDE file structures.
• Experience with iSeries DB2 databases.
• Proficiency in PC and computer skills, including word processing and spreadsheet applications.

Reporting to senior leadership, the Business Analysis Manager shapes product and pricing strategies across various lending products, building risk models that connect consumer credit trends to historical behavior. Partnering with colleagues across IT, Sales, Operations, and Finance, this role delivers measurable improvement in credit performance, profitability, and competitive positioning for products distributed through both direct-to-consumer and retail channels.

Primary Duties

• Develop business strategies to drive growth, profitability, and competitive success amid shifting consumer and regulatory demands.
• Develop and implement new product and pricing strategies for various lending products, including product-level modeling and analytics.
• Own initiatives and drive toward results, making decisions in the best interests of the organization.
• Coach and mentor associates to develop and retain talent.
• Collaborate with colleagues across IT, Sales, Operations, and Finance to drive improvement in quality, volume, service, and profitability.
• Lead direct-to-consumer marketing efforts and strategic intent for products distributed through the retail channel.
• Drive improvements in credit performance by connecting consumer credit trends to historical behavior and building risk models.
• Manage and sequence delivery of business intent, build business requirements, and execute against product strategy.

Skills & Qualifications

• Proven track record of analytic decision-making and problem-solving.
• Strong quantitative orientation complemented by conceptual thinking skills, with experience in analytic marketing and credit risk management.
• Ability to build and leverage the capabilities of high-performing teams and business partners across the enterprise.
• Ability to foster innovation, drive critical decisions, and consistently deliver results in uncertain environments.
• Impeccable written and oral communication skills, with strategic influencing and negotiation abilities.
• Intense focus on achieving both short-term and long-term goals.
• Tenacious decision-making approach that is competitive yet responsible.

Sitting at the intersection of business process design and data analytics, the Business Analysis Manager leads recurring revenue policy and process authoring, synthesizing data from multiple global and regional sources to build scalable solutions and present data-driven findings to all levels of leadership. Operating across global, regional, and cross-enterprise process policy teams, this role drives KPI measurement, process automation, and improvement initiatives, including Lean and Six Sigma, to advance organizational performance.

Duties

• Partner with global and regional operations to drive process improvement, measure KPIs, and implement business process automations.
• Consult on re-engineering techniques to improve process performance and translate recurring revenue business problems into scalable solutions.
• Diagram and evaluate existing processes, and organize and lead cross-functional project teams.
• Craft, analyze, and present customer behavior metrics such as funnel conversion, user churn, cart abandonment, and cross-sell metrics.
• Plan, perform, and implement process improvement initiatives such as Lean or Six Sigma.
• Create evaluation methods that provide data for process measurement and identify indicators for future improvement.

Education & Experience

• MS, MBA, BS, or BE in Computer Science, Business, or Information Technology, or equivalent experience.
• Certification in Recurring Revenue or Data Analysis is an added advantage.
• 10 to 15 or more years of experience with large Commerce, Entitlement, and Licensing applications.
• 2 to 3 years of experience with CPQ, Billing, ERP, or Sales Operations tools.
• Exposure to Customer Data, Install Base, Contracts, Software Subscription Selling, and lifecycle management.
• Strong data analytical skills, including Sales Analytics and Business Intelligence tools.
• Proficiency in Tableau, Power BI, Looker, Snowflake, and similar data platforms.

A key member of the Business Analysis team, the Business Analysis Manager leads and participates in small- to medium-sized analysis tasks that identify, document, and translate project requirements into detailed future-state designs across the Investment Management landscape. Collaborating with the Operating Model Design team, project leads, and stakeholders at all levels globally, this role advances change management and supports the strategic transformation of a financial services organization.

Functions

• Lead and participate in small to medium-sized business analysis tasks, working with stakeholders to identify, analyze, and document project requirements.
• Work closely with business stakeholders to understand current-state challenges and develop detailed future-state designs.
• Collaborate with the Operating Model Design team to turn high-level visions into detailed designs.
• Coordinate with project leads to ensure designs are ready for technology and business implementation handover.
• Analyze problems and produce clear options and recommendations on how to proceed.
• Collaborate across the front-to-back Investment Management landscape globally to support the change management process.
• Support project and program managers by providing regular reporting on progress to management and steering committees.
• Support the Business Analysis team lead in developing standard tools, approaches, and team capability.

Requirements

• Experience in business analysis within a financial services organization.
• Experience in process and capability mapping.
• Experience working with and influencing stakeholders at various levels.
• Understanding of target operating models and their role in the design process.
• Knowledge of tools and techniques required for effective business analysis.
• Ability to facilitate effective workshops and work under pressure or to tight deadlines.
• Strong verbal and written communication skills, with the ability to act as a business advocate.
• Ability to proactively manage own workload and drive deliverables independently.

Sound fraud and credit risk management across the full customer engagement cycle depends on the Business Analysis Manager, who develops and implements strategies to monitor portfolio performance from onboarding through post-acquisition. Based within the Credit Risk Loss Mitigation team, this role builds evaluation frameworks and key credit metrics in collaboration with Product, Technology, and Operations teams, translating analytical insights into tactical and strategic recommendations that improve business performance.

Accountabilities

• Serve as a core member of the credit analysis and risk management team, developing and implementing strategies to improve business performance.
• Manage the overall fraud strategy throughout the customer engagement cycle, from onboarding through post-acquisition, contributing directly to portfolio performance.
• Identify business challenges and solve them through analysis to make strategic or tactical recommendations that improve fraud performance.
• Develop frameworks for fraud performance monitoring and reporting.
• Build, evaluate, and manage key credit metrics in collaboration with Product, Technology, and Operations teams.

Position Requirements

• Bachelor's degree preferred.
• 3 or more years of relevant experience in credit risk or fraud strategy.
• Experience in fraud strategy development and implementation.
• Experience in data analysis using SQL querying or similar methods.
• Strong sense of ownership, business orientation, and analytical problem-solving ability.
• Ability to communicate insights clearly and succinctly in both written and verbal formats.

The Business Analysis Manager delivers monthly management reporting, forecasting, and budgeting analysis for subsidiaries and JVs across Greater China, serving as the central communication hub for corporate operational initiatives. Reporting to the Greater China Operations Vice President, this role builds analytical capabilities within the team and ensures the accuracy and confidentiality of financial and operational data across the region.

Activities

• Manage monthly management reporting and analysis for subsidiaries and JVs within the Greater China scope.
• Lead the forecast and budgeting process from an operational perspective and support top management in mid-term planning.
• Act as a central communication hub to drive corporate operational initiatives among subsidiaries and JVs.
• Drive continuous improvement on processes to support fast, accurate, and fruitful reporting and analysis.
• Conduct training and knowledge transfer within the team and to finance and operations counterparts across Greater China.
• Ensure confidentiality of financial data and operational results within the Greater China scope.

Experience & Qualifications

• Bachelor's degree in Engineering or Finance.
• At least 3 years of relevant working experience.
• Understanding of manufacturing costing and ERP systems.
• Advanced proficiency in Excel, with knowledge of Access as a plus.
• Ability to clearly present information and collaborate with all levels of the organization, both finance and non-finance.
• Excellent communication skills in both English and Chinese, written and verbal.
• High sense of responsibility, self-confidence, and strong problem-solving ability.

As the Business Analysis Manager, this role plans, designs, develops, and launches decision-enabling analyses that support the core product development process, building and owning the analytics and data infrastructure of the product. The product analytics team relies on this work to align KPIs with organizational goals, identify new product opportunities, and deliver data visibility to product owners and key decision-makers.

Operational Focus

• Build and manage a team of analysts with various skill sets and experience levels.
• Work closely with product owners and key decision-makers to define business and operational requirements and deliver visibility for chosen KPIs.
• Define and optimize product KPIs to align with organizational goals.
• Build and own the analytics and data infrastructure of the product.
• Ensure all data is tracked and accessible to squad members.
• Identify new product opportunities and evaluate the impact of different problems and solutions.

Background & Experience

• B.Sc. in Math, Statistics, Data Systems Management, or Industrial Engineering, or equivalent background.
• 5 or more years of experience in product or business analysis.
• 2 or more years of experience managing a similar analytics team.
• Proven and strong expertise in SQL.
• Extensive practical knowledge of BI, statistics, and online data analysis.
• Experience with BI tools such as Tableau or Looker.
• Exceptional ability to understand data and transform it into actionable insights.

Business Analysis Manager produces measurement strategies, BI platforms, and long-term Measurement Roadmaps for third-party retail media and brand media clients, ensuring reporting frameworks and KPI frameworks are delivered on time and aligned to specific business goals. Working across client relationships and internal analytics teams, this role develops junior analysts and advances automation projects while serving as the subject matter expert for data-driven investment questions across Search and Display channels.

Key Responsibilities

• Provide thought leadership on clients' measurement strategies and ensure all reporting, data quality, and measurement frameworks are completed on time.
• Guide the development of business intelligence platforms for data visualization and insight generation used in campaign monitoring and optimization.
• Manage client relationships to ensure measurement and data align with specific business goals.
• Own the measurement approach and KPI setting for third-party retail media and brand media, developing long-term Measurement Roadmaps.
• Serve as the subject matter expert for data-driven investment questions, with a focus on Search and Display channels for third-party retail platforms.
• Nurture and guide junior data analysts, promoting a positive and high-performance team culture.
• Contribute to automation projects, process changes, and standard methodology documentation.

Technical Qualifications

• 4 or more years of experience as a data analyst or business intelligence professional.
• 1 to 2 years of experience managing analysts.
• Experience in the CPG space is a plus.
• Strong analytics and problem-solving skills.
• Excellent written, oral, and presentation communication abilities.
• Familiarity with SQL, with R and Python as a plus.
• Interest and understanding of advanced analytics including regression and predictive modeling.
• Proficiency in data visualization tools such as Tableau, ad servers and DSPs such as Trade Desk and Google Campaign Manager, and syndicated measurement platforms such as Nielsen and comScore.

Embedded within a technology solutions group, the Business Analysis Manager develops requirements, executes UAT, and manages vendor and regulatory relationships for Fixed Income, Currency, and Commodities systems across local, regional, and global implementations. Working closely with in-country, regional, and global partners, this role refines documentation standards and oversees all SDLC stages to ensure compliant, high-quality delivery of medium- to large-sized IT projects within the BFSI domain.

Core Functions

• Participate in project discussions with relevant stakeholders throughout all stages of an IT project.
• Ensure compliant software project documentation standards are followed for each project undertaken.
• Prepare requirement documents and functional specifications, ensuring timely delivery as per outlined IT solutions.
• Define testing scope, create test cases, and execute UAT along with user training for local, regional, and global systems.
• Manage vendor interactions to ensure all requirements are developed as envisaged and quality assurance certifications are obtained.
• Ensure all requirements comply with IT Governance, Banking Security standards, and audit frameworks.
• Liaise with in-country, regional, and global partners to deliver medium- to large-sized projects collaboratively.
• Broadcast project status weekly to key stakeholders and escalate risks, issues, and concerns on time.

Education & Experience

• Bachelor's degree in Finance, Banking, or IT.
• Master's degree in Finance is a plus.
• 7 or more years of experience as a business analyst in a technology solutions group within the BFSI domain.
• Experience managing end-to-end project lifecycles using industry-standard methodologies, from requirements through testing and post-production.
• Good understanding of asset classes, including Fixed Income, Money Markets, Derivatives, FX, and Rates, as well as their lifecycle processes.
• Experience in vendor management and regulatory liaison within the BFSI or regulatory space.
• Strong written and verbal communication skills.
• Ability to create and review quality documentation.

Reporting to channel leadership, the Business Analysis Manager oversees continuous profitability analysis and develops comprehensive financial models and executive-level presentations that drive investment decisions and margin improvement across a channel segment. Serving as the analytical partner to Channel Management, Sales, and Marketing, this role advances value creation by identifying performance drivers, conducting scenario analyses, and transforming large datasets into clear, actionable recommendations.

Primary Duties

• Perform continuous channel profitability analysis, identifying key drivers of performance including sales volumes, margin, customer retention, and return on investment.
• Communicate performance findings to channel leaders and identify risks and opportunities.
• Partner with Channel Management, Sales, and Marketing to direct investments toward value and margin improvement.
• Work closely with internal clients to understand business issues and incorporate them into financial models.
• Develop comprehensive financial models for decision-making, including scenario and sensitivity analyses.
• Perform post-mortem analyses to assess the effectiveness of key investment decisions.
• Create executive-level presentations and present complex analytical findings in a clear and concise manner.
• Perform data mining as needed to support analyses and drive key insights.

Qualifications & Experience

• Bachelor's degree with a quantitative concentration, or equivalent experience.
• 5 or more years of progressive experience in financial and operational analysis.
• Proven experience with financial modeling and business case development.
• Telecommunication industry experience preferred.
• Strong analytical, problem-solving, and communication skills, including the ability to influence leadership through fact-based analyses.
• Demonstrated ability to work with and analyze large datasets.
• Strong competency in strategic thinking, relationship building, talent management, and results focus.

A key member of the Marketing Analytics team, the Business Analysis Manager develops financial models, Monte Carlo simulations, and client-facing visualizations that quantify the performance and profitability of loyalty programs for internal and external clients. Collaborating with client teams and internal stakeholders, this role advances thought leadership on loyalty economic trends while managing scope and deliverables across multiple concurrent projects to inform loyalty strategy and business cases.

Leadership Responsibilities

• Create tools that facilitate complex financial analysis and deliver results in an easily understandable manner for internal and client personnel.
• Create documentation that clearly explains methodology, key assumptions, scenarios, and optimization opportunities for models.
• Run scenarios such as Monte Carlo simulations to stress test assumptions and validate a range of outcomes.
• Create client-facing visualizations of model outcomes and primary profitability drivers.
• Provide thought leadership on loyalty economic trends, best practices, and emerging solutions applicable to client businesses.
• Interpret ongoing performance against modeled goals using financially oriented scorecards and dashboards.
• Manage scope and deliverables for multiple projects and clients, ensuring on-time and on-budget delivery.

Professional Experience

• Bachelor's degree required, Master's degree preferred.
• 5 or more years of experience in Finance, Economics, or Business and Marketing analytics.
• Experience in management consulting, agency work, or loyalty marketing, including managing or analyzing loyalty programs.
• Strong aptitude in financial modeling, scenario analysis, and working with large datasets.
• Ability to gather diverse information sources and derive a fact-based, defensible point of view.
• Proficiency in Excel, PowerPoint, and reporting tools.
• Strong interpersonal and leadership skills, with the ability to influence across organizational boundaries diplomatically and collaboratively.

Sitting at the intersection of Finance and digital innovation, the Business Analysis Manager develops business cases, long-range strategic plans, and executive-level presentations that guide Membership growth, revenue contribution, and margin decisions for loyalty and digital programs. Operating across cross-functional teams including Marketing, Analytics, Finance, and Accounting, this role refines forecasting and budgeting processes while coaching teammates on the financial implications of digital initiatives.

Duties

• Develop business cases for digital innovation, including external partnerships, digital parity initiatives, customer promotions, personalization, and loyalty program enhancements.
• Lead the long-range strategic planning forecast for the Loyalty program and support quarterly forecast and enterprise prioritization processes for digital programs.
• Conduct ad-hoc financial analysis on opportunities and enhancements, covering both revenue and margin impacts.
• Highlight key opportunities, risks, and levers using scenario analysis and external benchmarking to guide sound decision-making.
• Provide financial guidance throughout the innovation process, from ideation through funding approval, testing, and operationalization.
• Coach and advise teammates on how financial implications of various initiatives will impact forecasting, reporting, and team operations.
• Create executive-level presentations that deliver actionable insights to both Finance and non-Finance audiences.

Minimum Qualifications

• Bachelor's degree required, MBA preferred, with a specialization in business, finance, or strategy.
• 6 to 8 or more years of financial analysis, modeling, and planning experience, preferably supporting Marketing, Strategy, or Business Development.
• 5 or more years of experience uncovering key insights and leveraging them to influence decision-making across organizational levels.
• 5 or more years of experience leading and contributing to cross-functional teams, often with limited formal authority.
• Robust analytical and financial modeling skills with strong attention to detail.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong collaboration and communication skills, including the ability to communicate complex financial concepts to business leaders verbally and in writing.

Operational focus, efficiency, and strategic direction for a rapidly growing organization depend on the Business Analysis Manager, who develops reports, dashboards, and decision-optimization tools that translate stakeholder objectives into predictive and descriptive analytics. Reporting to the Associate Director of Business Intelligence, this role partners with cross-functional teams to identify cost reduction opportunities and advance data-driven decision-making across the business.

Strategic Responsibilities

• Collaborate in the production of key reports, dashboards, decision-optimization tools, and visualizations for operations teams to drive focus, efficiency, and future strategy.
• Partner with the Associate Director to define and deploy descriptive and predictive analytics that improve current business processes.
• Analyze monthly approaches to talent optimization, travel, and expenses to identify strategic opportunities for cost reduction.
• Understand stakeholder business objectives and define what matters most to them and how they measure success.
• Assist in identifying potential needs for internal or external resources to drive efficiencies in business operating systems and processes.
• Meet cross-functional team deadlines to deliver analytics as requested by management.

Knowledge, Skills & Abilities

• 4-year or advanced degree in a relevant field.
• 2 to 3 years of experience in report development, business analytics, planning, data science, or business intelligence, including data warehousing and BI tools.
• Ability to identify and suggest strategy or process changes based on data, and explain technical information clearly to non-technical audiences.
• Ability to handle a diverse workload with strong written, verbal, and presentation communication skills across various levels of management.
• Strong interpersonal skills, agility, and ability to multi-task and problem-solve in a fast-paced environment.
• High integrity, reliability, and the ability to balance multiple projects and priorities.

As the Business Analysis Manager, this role oversees the full financial planning and forecasting cycle for Avangrid Management Company, including annual budget preparation, quarterly reviews, and monthly variance analysis across the income statement, balance sheet, and cash flow. The finance and planning team relies on this work to ensure data integrity, develop department staff, and provide management with timely, accurate reporting aligned to corporate standards.

Ownership Areas

• Provide technical direction, oversight, and development of department staff members.
• Lead and optimize back-office reporting and internal processes within the team.
• Lead and coordinate the preparation of the annual budget and quarterly reviews, including analysis of consistency across areas and recommendations to support management decision-making.
• Provide monthly analysis compared to budget, forecast, and prior year, including explanations of variances across the income statement, balance sheet, and cash flow.
• Oversee budgeting and planning for the Corporate business segment, covering finance income, depreciation, income tax, and personnel cost.
• Manage financial reporting tools and ensure data integrity of the reporting system by reconciling to the primary ledger system on a monthly basis.
• Support management with ad-hoc information requests and analysis.

Skills & Qualifications

• Business Administration or Accounting degree required, MBA, CPA, or CMA preferred.
• 3 to 5 years of experience with SAP and BPC preferred.
• Proven knowledge of technical accounting and financial statements in US GAAP and IFRS, preferably in the energy sector.
• Demonstrable information systems skills in both ledger and financial planning and reporting systems.
• Advanced Excel skills and experience with data analytics tools such as Power BI or MicroStrategy.
• Ability to work and communicate effectively with all levels of the corporate hierarchy.
• Strong analytical and problem-solving skills.
• Ability to work independently under senior management oversight.

Business Analysis Manager advances the quality of risk control services by selecting, developing, and managing a medium-sized group of Risk Control Business Analysts who identify customer sources of risk, loss, and cost through research, data collection, and evaluation. Success in the position means maintaining effective partnerships with customers and Risk Control Consultants while benchmarking performance against industry standards and overseeing training and program implementation for direct reports.

Executive Functions

• Supervise day-to-day team operations by establishing priorities, scheduling and assigning work, and adjusting schedules to meet completion dates.
• Direct research and data collection performed by staff to identify customer sources of risk, loss, and costs.
• Compile facts from on-site visits and reports to assess existing processes, determine severity and frequency of problems, and identify needs.
• Assess and benchmark customer performance against internal and industry standards.
• Interpret and analyze data to determine the best course of action for satisfying customer risk management needs.
• Conduct cost-benefit analysis to determine how and when recommended improvements will deliver return on investment.
• Prepare technical reports that evaluate data and investigate cause-and-effect relationships.
• Maintain effective partnerships with customers and Risk Control Consultants, and oversee training and program implementation for direct reports and clients.

Requirements

• Bachelor's degree or equivalent experience.
• Minimum 6 years of relevant experience in business analysis, including prior experience mentoring and guiding others.
• Associate in Risk Management (ARM) or CPCU designation preferred.
• Advanced understanding of risk assessment, risk analysis, solutions management, and progress measurement techniques.
• In-depth knowledge of loss prevention products and operations.
• Proven ability to conduct advanced-level research, evaluation, and analysis.
• Advanced knowledge of Excel and solid knowledge of database software, data sources, and software applications.
• Effective communication, interpersonal, and listening skills for developing and maintaining relationships with customers, colleagues, and direct reports.

Embedded within the Sales and Marketing organization, the Business Analysis Manager coordinates the Commission system's full requirements and UAT lifecycle, leading a team of business analysts responsible for intake, documentation, and delivery confirmation across the Change Request process. Working closely with business stakeholders and the IT project team, this role ensures commission processing requirements are clearly defined, tested, and delivered to standard before end-user review.

Day-to-Day Responsibilities

• Conduct commercial analysis and manage the pipeline of candidate projects in the country.
• Coordinate cross-functionally on the preparation of business cases for new products and inputs for integrated development and commercial programs.
• Input into the formulation of middle- to long-term business plans.
• Maintain Market Models and Epidemiology databases.
• Provide strategic insight and recommendations to support company growth.
• Generate integrated development proposals and commercial plans for new entry candidates, with milestones designed to define risk and enable clear decisions.
• Lead multifunctional team activities for the assessment of new entry candidates and the building of commercial strategy.
• Evaluate candidate compounds based on scientific and clinical needs, development potential, and competition in Japan.

Background & Experience

• Degree in Pharmacy, Biology, or Science.
• Hands-on experience in commercial evaluation of early-stage projects in a pharmaceutical company.
• Knowledge of science, drug discovery, development principles, and business acumen with a focus on early-stage project risks and potential.
• Experience in marketing of new and marketed pharmaceutical products, including budget preparation, forecast preparation, and portfolio management.
• Competency in basic project management and economic principles.
• Ability to lead multidisciplinary teams in a matrix environment and encourage open dialogue and swift decision-making.
• Excellent presentation and interpersonal skills, with strong communication abilities in both English and Japanese.

Embedded within the Sales and Marketing organization, the Business Analysis Manager coordinates the Commission system's full requirement and UAT lifecycle, leading a team of business analysts responsible for intake, documentation, and delivery confirmation across the Change Request process. Working closely with business stakeholders and the IT project team, this role ensures commission processing requirements are clearly defined, tested, and delivered to standard before end-user review.

Scope of Work

• Oversee the Change Request intake process and ensure change requests are properly assessed, documented, and submitted to the IT project team on time.
• Provide consultative support to business stakeholders and make recommendations for solutions with realistic estimates for task completion.
• Prioritize and align resources to ensure successful completion of work, including delegating as needed.
• Ensure requirement documentation is created, maintained, and captures appropriate details.
• Hire, train, and manage performance and development of direct reports to maintain high professional standards and business continuity.
• Define business requirements for Commissions processing software through partnership with business stakeholders.
• Develop and execute testing of completed development activities against requirements before end-user review.

Experience & Qualifications

• BA or BS in Information Technology, Computer Science, or a related field, or equivalent work experience.
• 5 or more years of experience in business analysis and technical documentation.
• 1 or more years of management experience, including experience managing teams.
• Project coordination and project management experience.
• Ability to analyze and interpret data and make sound decisions while working under pressure.
• Ability to work with cross-functional teams of internal and external resources and establish rapport with key stakeholders.
• Strong interpersonal skills with a professional, positive attitude, keen attention to detail, and critical thinking ability.

Reporting to the FP&A leadership team, the Business Analysis Manager guides the functional maintenance of Oracle Planning, Budgeting Cloud Services while acting as the liaison between global financial functions, including Accounting, Treasury, Tax, and Business Assurance and the IT organization. Partnering with system owners and the FP&A Center of Excellence, this role coordinates system enhancements, UAT, and user training to optimize planning, forecasting, and reporting processes enterprise-wide.

Role Responsibilities

• Provide first-line support to users of Oracle Planning, Budgeting Cloud Services, including responding to helpdesk queries, triaging data and process issues, and providing one-on-one guidance on finance operations.
• Perform review of financial systems maintenance including Security Groups, Metadata changes, alternate reporting hierarchies, Chart of Accounts, Dimensions, and Members.
• Liaise with IT and business users to define and prioritize business-related system issues and coordinate periodic IT improvement releases.
• Lead requirements management, analysis, and translation for planned enhancements, and coordinate User Acceptance Testing for new system or enhancement releases.
• Deliver training to financial users on key systems and maintain globally consistent standard reports with ad-hoc reporting guidance.
• Partner with other system owners to ensure data quality, timing, and financial reporting impacts are fully understood.
• Liaise with the FP&A and Reporting Center of Excellence team to optimize planning, forecasting, and reporting processes.

Qualifications & Experience

• Bachelor's degree in Accounting, Finance, IT, or a related field required.
• 10 or more years of experience working within the finance and accounting organization of a Fortune 1000 company.
• 7 to 10 or more years of experience with Oracle EPM, Oracle Hyperion, or Oracle Planning and Budgeting Cloud Service preferred.
• 3 or more years of project management experience with software or IT projects preferred.
• PMP or CAPM certification desired, Change Management Certification desired.
• Familiarity with ERP and GL concepts including Oracle EBS and Oracle Cloud Fusion.
• Expert knowledge of SmartView and Excel, with working knowledge of relational databases.
• Strong problem-solving skills and ability to manage change.
• Excellent verbal and written communication and presentation skills.