BUSINESS MANAGEMENT ANALYST JOB DESCRIPTION

Within financial services, regulatory pressure on records governance, revenue recognition accuracy, and cost transparency has reshaped how banks and wealth platforms manage their own operations. That pressure created sustained demand for analysts who can translate business performance data into decisions, not merely report on them. The Business Management Analyst sits inside the business unit itself, serving as the operational intelligence layer between finance, product, and senior leadership across institutions that range from commercial banking divisions to wealth management platforms. Here, analysis is always directional: budgets must move, forecasts must close, and compliance obligations do not pause.

The mandate of the Business Management Analyst is to drive financial insight and operational reporting accuracy across a business unit, ensuring that cost structures, forecasts, and performance narratives are aligned with both internal governance standards and external regulatory requirements. Working across finance, operations, and product functions, this analyst typically supports a senior business manager or divisional head, covering reporting cycles that span monthly flash results through semi-annual planning.

Career Impact: Owning the P&L narrative and NWC/OCF forecast cycle within a regulated banking or wealth management environment builds a level of commercial credibility that generalist analyst roles rarely provide at the same seniority.

Business Impact: Senior leaders and divisional heads depend directly on the accuracy of reporting and variance analysis this role produces to make resourcing, cost, and investment decisions each period.

Growth Opportunity: Exposure to both revenue recognition frameworks and strategic planning cycles positions analysts for advancement into senior finance business partner or business management lead roles within three to five years.

• Prepare monthly financial forecasts, including operating cash flow and net working capital, in alignment with group reporting guidelines.
• Analyze budget-versus-actual variances by cost center, identifying root causes and coordinating resolution with relevant functional teams.
• Develop and maintain business performance reports for senior leaders, covering key metrics across cost, revenue, and operational efficiency.
• Support the semi-annual and annual budget planning process, including initiative tracking and spend transparency for individual projects.
• Conduct deep-dive analysis on historical financial performance, including product mix and project gain/loss reviews, to inform forward-looking business scenarios.
• Ensure revenue recognition is executed in line with group accounting and reporting standards, maintaining a complete audit trail.
• Engage stakeholders across finance, operations, analytics, and product teams to align on reporting criteria, narratives, and period-close requirements.
• Identify financial risk exposures early and escalate findings to management with supporting data and recommended mitigating actions.

• Bachelor's degree in finance, accounting, economics, or a related discipline, or equivalent work experience.
• 3 or more years of financial analysis or business management experience, with demonstrated exposure to budgeting and forecasting cycles.
• Solid understanding of financial statements, cost structures, and management reporting within a financial services context.
• Experience supporting planning and reporting processes that span multiple business units or functional stakeholders.
• Demonstrated ability to analyze large datasets, build financial models, and present findings clearly to non-technical audiences.
• Strong written and verbal communication skills, with proven ability to produce executive-quality reports and variance narratives.
• Ability to work independently under time pressure, managing competing deadlines across monthly close and planning cycles.

• Prior experience in a banking, wealth management, or financial institution environment, with exposure to regulatory or compliance reporting obligations.
• Working knowledge of ERP or financial planning systems, applied to budgeting or revenue recognition workflows.
• Programming or automation skills applied to reporting processes, such as scripting to reduce manual data handling.
• Relevant professional qualification in progress or completed, such as CPA, CFA, or equivalent finance certification.

• Budget forecast accuracy rate, measuring variance between submitted forecasts and actuals across OCF and NWC lines.
• Period-close reporting cycle adherence, tracking on-time delivery of flash results and monthly narratives to senior leadership.
• Audit trail completeness rate, reflecting compliance with group accounting and documentation standards each reporting period.
• Variance resolution turnaround, measuring average time from variance identification to root-cause sign-off with functional teams.
• Stakeholder reporting coverage, tracking the proportion of senior leaders receiving complete, on-schedule performance packs.
• Typical tools: financial planning and ERP platforms (commonly SAP or equivalent); reporting and visualization tools (commonly Excel, Power BI)

• Base Salary Range: $75,000 to $110,000 annually, depending on seniority and institution size
• Bonus: Annual performance bonus, typically 8 to 15% of base salary
• Equity: Uncommon at this level; restricted stock units possible at larger institutions
• Health Benefits: Medical, dental, and vision coverage standard across most financial services employers
• PTO: 15 to 20 days annually, plus standard federal holidays
• Common Perks: Professional development stipend, tuition reimbursement, and retirement plan with employer match

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

Work authorization in the United States is required as a condition of employment. All qualified applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Employment is contingent on successful completion of a background check, which may include verification of credit history in accordance with applicable law. Reasonable accommodations for qualified individuals with disabilities are available upon request throughout the application and employment process.

The Business Management Analyst owns the end-to-end requirements lifecycle, from elicitation and gap analysis to baselining and change control, within a large multinational corporate IT environment. Reporting to project leadership and collaborating with product managers, service owners, and technical leads, this role ensures high-quality, traceable requirements that protect delivery timelines and program outcomes.

Key Responsibilities

• Develop and deploy formal business analysis methods and tools to govern and control programs.
• Elicit stakeholder and solution requirements in collaboration with the project manager and business customers.
• Write and review business, user, and non-functional or system-level requirements in the form of user stories, requirement statements, and other structured requirements documentation.
• Work with product managers and owners to prioritise and groom user stories.
• Develop requirements specifications in the form of gap analysis of requirements to COTS products.
• Develop configuration requirements for COTS products.
• Select appropriate methods to elicit and document requirements, adjusting the approach to suit the location and role of stakeholders, including service owners, support teams, technical leads, and project leads.
• Follow the project strategy to elicit and document requirements.
• Define procedures for managing requirements, including baselining, change control, and traceability.
• Select appropriate analysis and specification models and ensure requirements are of high quality.
• Assess change requests related to requirements to evaluate overall impact.
• Determine fit-for-purpose requirements and advise leadership of potential issues that could impact other project deliverables.

Required Qualifications

• Bachelor's degree in any discipline.
• Certified Business Analysis Professional (CBAP) or ISEB Business Analysis Diploma.
• 10 to 12 years of experience in a corporate IT environment within a large multinational organisation.
• 5 to 10 years of experience in business analysis or a related technical field, including application development, deployment, implementation, and infrastructure.
• Demonstrated experience writing and reviewing business, user, and non-functional or system-level requirements, with personal accountability for delivering and managing requirements to time and cost.
• Solid understanding of requirements models, including Stakeholder Categories, Actor Tables, Glossary, Context Diagram, Data Model, Class Model, Data Dictionary, Event Response Tables, State Diagrams, Business Rules, Decision Tables, Process Maps, Use Cases, and Activity Diagrams.
• Flexibility to work across different time zones.
• Strong verbal and written communication skills to develop and communicate project deliverables in a non-technical manner to end users.

Embedded within the international banking environment, the Business Management Analyst delivers business and impact analysis of records management and electronic archiving requirements in alignment with legal, regulatory, and internal standards. Working closely with stakeholders at all levels, this role supports group-wide projects and risk control reporting to ensure high-quality compliance across the organisation.

Core Functions

• Advise and consult business divisions and corporate centre functions regarding electronic archiving needs in accordance with legal, regulatory, and internal requirements.
• Support group-wide projects as a records management subject matter expert.
• Provide business and impact analysis of new or changed requirements to records management or archiving infrastructure.
• Support the facilitation of records management risk controls and associated processes to ensure high-quality compliance with policy.
• Support records management compliance processes and risk control reporting.

Qualifications & Experience

• University degree in a relevant discipline.
• Experience in the international banking environment with knowledge of banking processes and products.
• Knowledge of records management and electronic archiving, with experience in business analysis, project management, and information technology.
• Strong conceptual and analytical problem-solving skills with a technically minded approach.
• Knowledge of UNIX, Oracle, and SQL or PL/SQL technologies is advantageous.
• Ability to work independently with minimal supervision, and strong organisational skills and attention to detail.
• Strong communication skills with the ability to engage effectively with stakeholders at all levels.

Reporting to the IT Programme and Business Management team, the Business Management Analyst leads the semi-annual and annual expense planning and budgeting processes, including re-engineering manual workflows through SAP and other financial management tools. Partnering with the PMO lead and functional teams, this role drives accuracy in invoice processing, variance analysis, and licence management to reduce organisational dependency on Excel-based systems.

Primary Duties

• Lead the IT semi-annual and annual expense plan and budgeting processes.
• Oversee invoice processing work and ensure payments are made promptly, including monitoring standing payments and tracking recurring spend items.
• Oversee vendor issues and ensure all payment issues are resolved on time.
• Re-engineer invoice payment processes, including leveraging SAP processing and reporting capabilities.
• Lead the implementation of new processes for improving and streamlining the semi-annual and annual budget process, working with the PMO lead to manage project costs, build templates for initiative requests, track project spend against account rules, and manage project costs to ensure transparency for individual projects.
• Analyse and investigate variances between plan and actual figures and resolve issues across functional teams.
• Evaluate and manage licences and fee agreements.
• Support the IT Programme and Business Management team as needed.

Education & Experience

• Bachelor's degree or equivalent.
• 5 to 7 years of experience in IT financial and business management roles within a financial institution.
• Significant experience in expense management, budgeting, and financial reporting.
• Highly proficient in Microsoft Office tools, including Excel, Word, PowerPoint, Visio, and Project.
• Experience with SAP toolset implementation is a significant advantage.
• Excellent communication, planning, and organisational skills, with the ability to multitask and work under pressure.
• Ability to work in a culturally diverse environment with a strong collaborative nature, flexibility, and adaptability.

Sitting at the intersection of operational analysis and marketing strategy, the Business Management Analyst shapes managerial methods, quality management processes, and market opportunity evaluation for the organisation. Operating across business planning, customer engagement, and management support functions, this role develops insights and business cases that inform both short- and long-term organisational direction.

Duties

• Analyse and provide advice on the managerial methods and organisation of an establishment.
• Propose improvements to methods, systems, and procedures and plan the re-organisation of operations.
• Conduct research to determine the efficiency and effectiveness of managerial policies and programs.
• Conduct quality audits and develop quality management and quality assurance processes.
• Research and evaluate new market opportunities and conduct market, business, and industry analysis.
• Participate in management meetings to identify innovation opportunities, explore ideas, and develop business cases.
• Develop new insights into the short- and long-term plan of the organisation.
• Provide management support in marketing areas, with a focus on new and existing customer engagement.
• Oversee the development of marketing strategy and provide feedback on ways to improve it.

Skills & Qualifications

• Bachelor's degree or college diploma in business administration, commerce, or a related discipline.
• Minimum of 2 years of experience in marketing.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Excellent written and oral communication skills.
• Proactive and creative mindset.
• English language proficiency required; experience in global markets is an advantage.

A key member of the cross-functional business management team, the Business Management Analyst builds a collaborative environment across finance, operations, category, and customer service verticals to drive accurate cost structures and goal attainment. Collaborating across regional leads in North America and Latin America, this role supports long-term planning, PMO needs, and risk foresight for contractual service customers.

Functions

• Act as business manager for the given business, with a deep understanding of operational details and a macro view of the business as a whole.
• Provide insights to support best-in-class cost structure, suggesting and following the execution of initiatives and controlling results.
• Align with operational teams to drive accuracy and address special needs.
• Provide narratives on financial results, navigating the nuances of the periods analysed.
• Ensure alignment with finance and execute tasks, including flashes, accruals, and narratives, in line with agreed timelines.
• Drive alignment between total cost of workforce and profit-and-loss numbers in collaboration with peers.
• Pursue alignment within the region by exploring best practices and leveraging synergies between North America and Latin America.
• Connect with regional leads to drive alignment on criteria and narratives.
• Create a collaborative environment with related areas, including finance, operations, category, and customer service verticals, to drive goal attainment.
• Support the decision-making process with data and historical elements to foster best-in-class structure, and assist with PMO needs and results tracking.
• Foresee risks and financial exposures based on early indicators.
• Support the long-term planning and budgeting process to ensure maximum accuracy.

Experience & Qualifications

• 8 or more years of experience in service business management with a proven track record.
• Basic experience in one or more related disciplines, including delivery, solution architecting, or business planning.
• Demonstrated skills in planning and financial analysis.
• Knowledge of customer support and services business, particularly for contractual customers.
• Skills in problem detection and root cause analysis, and in developing and implementing data analyses and data collection systems.
• Medium to high knowledge of the IT and services industry.
• Project and change management certification as appropriate, with medium-level planning and change management skills.
• In-depth knowledge of organisational policies, service offerings, end-to-end processes, tools, and routes to market.
• Strong presentation skills and the ability to influence across functions and geographies and build consensus.
• Proven ability to lead teams, exercise independent judgement, and handle unique situations to achieve goals within tight timeframes.

Accurate financial performance reporting and process optimisation depend on the Business Management Analyst, who prepares monthly forecasts, scenario simulations, and early-warning recommendations for management within a factory finance setting. Based within a university-educated team environment and working closely with local, hub, and global functions, this role maintains audit-ready documentation and develops automated solutions to eliminate workflow duplication.

Accountabilities

• Provide forward-looking financial insight on market conditions, competitors, and alternative business scenarios through deep-dive analysis of historical financial performance, including product mix analysis and project gain and loss review.
• Advise and support the business on future-state financial performance, including finance consulting and coaching, net working capital forecasting, and operating cash flow forecasting.
• Co-ordinate with related functions to prepare monthly forecasts, including operating cash flow and net working capital.
• Ensure revenue recognition is in line with group guidelines, with bookkeeping and postings aligned to generally accepted principles and global accounting and reporting guidelines.
• Perform analyses of business performance and prepare scenario simulations to assess overall impact on the factory.
• Focus on cost analysis by cost centre and by line items, working with relevant functions to understand and analyse the drivers of financial performance.
• Prepare reports, presentations, and early-warning recommendations for management by summarising data and findings.
• Work closely with all relevant departments to improve financial processes, simplify workflows, and align with other department processes.
• Actively participate in projects led by local functions, hub, and global teams.
• Optimise performance and increase productivity by developing automated solutions, eliminating duplications, and coordinating information requirements.
• Ensure processes and controls within the area of responsibility are designed and implemented in line with group and unit requirements.
• Maintain proper audit trails and documentation for future tax, internal, and external audits and reviews.

Background & Experience

• University degree in economics, foreign trade, accounting, or auditing.
• 3 years of experience as an accountant in a foreign-invested company.
• 2 years of experience as an auditor at a Big 4 firm is preferred.
• Comprehensive understanding of finance and accounting, with knowledge of business processes as an advantage.
• Knowledge of SAP or another ERP system is a plus.
• Proficiency in Microsoft Windows, Excel, and Word.
• Good command of English.
• Strong analytical, problem-solving, and computer skills.
• Ability to work independently and collaboratively, and to perform under pressure.

As the Business Management Analyst, this role develops and manages the overall program plan, mobilisation milestones, and resource positioning across the full program lifecycle within a large multinational corporate environment. The PMO team relies on this work to maintain decision-making oversight, track KPIs and program finances, and ensure stakeholder communications are planned and executed effectively.

Key Deliverables

• Develop and manage the overall program plan, mobilisation plan, and related milestones.
• Assess and control project and program changes from the approved scope.
• Measure the impact of change on program benefits.
• Identify, assess, and manage risks and issues throughout the program lifecycle.
• Ensure decision-making and oversight bodies are appropriately constituted and operating effectively.
• Evaluate available program resources and position them in appropriate roles.
• Manage ongoing resource requirements and ensure team onboarding and offboarding are handled efficiently.
• Ensure team administration, including document management, is recorded and implemented.
• Understand and manage the assumptions, dependencies, and plan underlying the program, including those with external programs.
• Track and report on program KPIs, finances, and benefits.
• Identify and analyse stakeholder roles and requirements, and plan individual communications.

Technical Qualifications

• Bachelor's degree in any discipline.
• ITIL certification (version 3 or 4), Six Sigma Green Belt, and Certified Associate in Project Management (CAPM) or equivalent.
• Knowledge of PMI, PRINCE2, and Agile standards, with project and change management certification as appropriate.
• 10 to 12 years of experience in a corporate environment within a large multinational organisation.
• 6 to 8 years of experience in a relevant PMO role, covering application development, deployment, implementation, and infrastructure.
• Proficiency in Microsoft O365, including Excel and PowerPoint, and Power BI, with demonstrated capability in preparing and managing Power BI dashboards.
• Familiarity with tools such as Microsoft Project or PPM.
• Excellent communication skills and strong interpersonal skills.
• Highly organised with strong time-management skills and the ability to work independently and collaboratively.
• Experience working with multicultural teams across geographies, with flexibility to work in shifts.

Business Management Analyst coordinates project schedules, financial data analysis, and procedural recommendations to support the Office of Management Strategy and Solutions within a government defense setting. Success in the position means working with an active Secret Clearance to develop presentations and written reports that keep management informed while driving effective implementation of organisational changes.

Scope of Work

• Develop project and office schedules.
• Develop memoranda and recommendations to support the Office of Management Strategy and Solutions.
• Analyse financial and other data, including revenue, expenditure, and employment reports.
• Develop solutions or alternative practices and recommend new procedures or organisational changes.
• Present recommendations to management through presentations or written reports.
• Confer with managers to ensure implemented changes are effective.

Professional Experience

• Degree in business administration or a related field.
• Experience establishing milestones, tracking the status of work, and keeping personnel informed of progress.
• Department of State experience is a plus.
• Proven ability to work under pressure to meet deadlines, with the ability to manage time effectively and multitask.
• Experience using Microsoft Office Suite, including Excel, Word, PowerPoint, and SharePoint.
• Solid understanding of standard business and financial terms and concepts, with the ability to work with classified and unclassified data.
• Strong interpersonal and communication skills, both written and oral, with the ability to interact effectively with employees at all levels.

The Business Management Analyst owns continuous improvement of business reporting capabilities by delivering timely, data-driven insights that support strategic objectives across digitalisation, employee experience, customer experience, and sustainable growth. Reporting to senior leaders and engaging with analytics, product, finance, and operations stakeholders, this role drives decision-making through streamlined reporting and ad hoc analytical support within the wealth management industry.

Day-to-Day Responsibilities

• Support the development of strategic insights to create business opportunities and impact key strategic objectives, including digitalisation, employee experience, customer experience, risk, and sustainable growth.
• Drive continuous improvement of business reporting capabilities through timely, engaging, and streamlined data-driven insights.
• Assist with the preparation, coordination, and review of business reporting, and provide day-to-day support on ad hoc reporting queries from stakeholders and senior leaders.
• Send out weekly and monthly reports to ensure senior leaders are informed on all key metrics.
• Support engagement with stakeholders, including analytics, product, finance, customer experience, and operations teams.

Knowledge Skills & Abilities

• 2 or more years of experience conducting data analysis, research, and reporting.
• Experience working in the wealth management industry.
• Advanced PowerPoint and Excel skills, with programming knowledge in VBA, Python, or SQL highly regarded.
• Strong business analysis, problem-solving, and innovative thinking skills, with a critical eye for detail.
• Excellent presentation and communication skills, with the ability to tell stories with data and insights.

Embedded within a defense acquisition environment, the Business Management Analyst delivers acquisition requirements tracking, contract performance monitoring, and documentation support across procurement and reporting functions. Working closely with finance and program teams under Active Secret Clearance eligibility requirements, this role enables accurate fund management and timely contract data reporting that keeps acquisition programs on track.

What You'll Do

• Plan, track, and analyse acquisition requirements.
• Input purchase requisitions.
• Monitor contract performance and track funds and payments.
• Prepare and review acquisition requirements documentation.
• Prepare meeting minutes and handle document storage.
• Report on Contract Data Requirement List items.

Requirements

• Bachelor's degree from an accredited college or university in a relevant field.
• Experience using Excel and other Microsoft Office products.
• Demonstrated experience preparing, understanding, and presenting data.
• Strong computer, finance, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to multitask, manage time effectively, and meet firm deadlines, with the ability to work independently.