BUSINESS PERFORMANCE ANALYST JOB DESCRIPTION
A structured collection of Business Performance Analyst postings covering scope, qualifications, and key deliverables across role levels.

Business Performance Analyst Job Description Template
1. About the Role
A Business Performance Analyst is the professional who keeps the measurement layer of an enterprise honest. Across organizations with distributed sales regions, multi-segment portfolios, and quarterly forecasting cycles, the question of whether reported numbers actually reflect operational reality is never trivial. This role owns the answer: translating raw operational and financial data into management-ready reporting, tracking KPIs against agreed targets, and surfacing the gaps between plan and actuals before leadership walks into a review meeting unprepared. The work spans routine cadence reporting and deep-dive analysis in equal measure.
2. Position Summary
As the Business Performance Analyst, you are accountable for the integrity and timeliness of performance reporting across functional and regional business units, converting data from enterprise systems into insights that drive executive decisions. You operate within a cross-functional analytics structure, partnering with Finance, Sales, and Operations leads and reporting to the Head of Performance Analytics or an equivalent senior stakeholder.
3. Why Join Us
Career Impact: Sustained exposure to C-suite and functional leadership reporting cycles, including CEO, CFO, and COO audiences, builds the analytical credibility and executive communication track record that distinguishes a senior analyst in the performance management market.
Business Impact: The reporting frameworks and KPI dashboards this role maintains are the primary instrument through which leadership identifies revenue shortfalls, operational inefficiencies, and forecast risk across the full enterprise portfolio.
Growth Opportunity: Ownership of quota design, territory analytics, and ad hoc strategic analysis creates a natural progression path toward a Senior Business Performance Analyst or Analytics Manager role with broader commercial scope.
4. Key Responsibilities
- Define and maintain KPI frameworks across functional business units to align operational targets with enterprise planning cycles.
- Produce weekly, monthly, and quarterly performance reports for senior leadership and C-suite stakeholders, ensuring accuracy and on-schedule delivery.
- Conduct deep-dive analysis on volume, revenue, and operational metrics to identify variance drivers and recommend corrective actions.
- Partner with Finance, Sales, and Operations teams to capture business requirements and translate them into structured reporting outputs.
- Build and maintain dashboards and data visualization assets that enable real-time performance monitoring across segments and regions.
- Manage the analytics request intake log, prioritize competing analytical workstreams, and coordinate delivery against agreed timelines.
- Lead gap analysis between current data sources and reporting requirements, documenting dependencies and proposing solutions with implementation timelines.
- Review and improve existing reporting processes, identifying automation opportunities to increase data availability, accuracy, and operational efficiency.
5. Required Qualifications
- Bachelor's degree in Business, Data Analytics, Economics, Statistics, Mathematics, Finance, or equivalent work experience.
- Five or more years of business performance analysis experience, with demonstrated ownership of management reporting and KPI tracking.
- Advanced proficiency in data manipulation and analysis, including the ability to work with large, complex datasets from multiple enterprise systems.
- Strong data visualization capability, with experience designing dashboards and reports that translate analytical findings into executive-ready outputs.
- Excellent stakeholder communication skills, with the ability to present complex analysis clearly to both technical and non-technical audiences at all organizational levels.
- Demonstrated experience in business planning processes including forecasting, budget development, and performance monitoring against plan.
- Proven ability to manage concurrent analytical projects under tight deadlines and shifting business priorities.
- Strong command of structured query capabilities for data extraction and pipeline troubleshooting across relational database environments.
6. Preferred Qualifications
- Experience with sales operations analytics, including quota design, territory management, or sales incentive plan reporting.
- Background in continuous improvement methodologies such as Lean, Kaizen, or Six Sigma applied to reporting or operational processes.
- Exposure to BI implementation projects, including requirements gathering, tool deployment, and user acceptance testing.
- Consulting or cross-industry background with demonstrated ability to onboard quickly to new business contexts and data environments.
7. Success Metrics & Environment
- Reporting cycle adherence rate, measuring the percentage of weekly, monthly, and quarterly reports delivered on schedule.
- Forecast accuracy variance, tracking the deviation between submitted forecasts and actuals at the segment or regional level.
- KPI coverage ratio, measuring the proportion of agreed business units with active, maintained performance dashboards.
- Analytical request throughput, reflecting the volume and turnaround time of completed ad hoc analysis against the intake log.
- Stakeholder adoption rate of new reporting tools, measured by active usage within 60 days of dashboard deployment.
- Typical tools: BI and visualization platforms (commonly Power BI or Tableau); data warehousing and query environments (commonly SQL-based systems); enterprise planning systems (commonly SAP or Oracle)
8. Compensation & Benefits (US Market Benchmark)
- Base Salary Range: $85,000 to $115,000 depending on experience and location
- Bonus: Annual performance bonus, typically 8 to 12% of base salary
- Equity: Not standard at this level; RSUs offered at some larger enterprises
- Health Benefits: Medical, dental, and vision coverage; employer contribution standard
- PTO: 15 to 20 days annually, plus public holidays
- Common Perks: Hybrid work flexibility, professional development budget, analytics tool access
Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.
9. EEO & Legal
Background checks, including employment history and, where applicable, credit verification, are a standard condition of hire for this role. All qualified applicants will receive equal 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, or local law. Applicants requiring a reasonable accommodation during the application or interview process are encouraged to make that request at any time. Candidates must hold current authorization to work in the United States.
Business Performance Analyst Job Description Examples
1. Business Performance Analyst (Data & Managed Services)
The Business Performance Analyst leads gap analysis, reporting design, and data source evaluation across managed services programmes, working in close partnership with the operations performance team, cross-functional business areas, and delivery partner subject matter experts. Reporting to the Head of Operational Performance, this role shapes the integrity of management information and directly enables senior leadership and key stakeholders to establish delivery timelines and act on clear, actionable insights.
Key Responsibilities
- Evaluate existing data sources, management information, and reporting schedules against customer requirements.
- Work in partnership with the operations performance team, cross-functional business areas, and delivery partner subject matter experts.
- Produce a gap analysis of data and resources to provide a clear picture of current state versus target state, including proposed timelines.
- Identify and report key dependencies, challenges, and associated risks.
- Ensure requirements and proposed deliverables are accurately captured to meet business and customer requirements.
- Provide meaningful and actionable insights.
- Review and outline business rules, processes, and procedures to underpin existing, enhanced, and new requirements.
- Ensure relevant colleagues and subject matter experts are engaged throughout.
- Advise on the collection, collation, cleansing, and accuracy of new data sources and structures to introduce new information and reporting.
- Apply business data analysis expertise to input into the design, development, and creation of new data sources and reporting.
- Oversee user acceptance testing, quality checks, and implementation.
- Work closely with information systems, technical, and wider colleagues to establish enhanced and new solutions for data sharing and storage.
- Propose and agree business review rhythms with the Head of Operational Performance to ensure regular updates and reporting of workstream developments, challenges, and risks.
Required Qualifications
- Relevant qualification in data analytics, or working toward one, is an advantage.
- Security clearance to start at BPSS level, with SC clearance required for the role.
- Accomplished senior business and data analyst experience in a relevant field.
- Knowledge of data sources, processes, procedures, and reporting provision within a managed services or programme environment.
- Proficient understanding of automating data ingestion of structured and unstructured data.
- Proficient in advanced Excel, MS Access, and SQL, with experience working with complex data sets.
- Flexible, adaptable, and collaborative team member with a positive, can-do attitude.
- Self-motivated with the ability to work on own initiative and manage time effectively.
- Strong planning, analytical, and conceptual skills to evaluate business problems and identify appropriate solutions.
2. Business Performance Analyst III (Enterprise Reporting & Analytics)
Embedded within a cross-functional analytics environment, the Business Performance Analyst III delivers accurate, complete, and insightful reports drawn from enterprise financial and operational platforms to inform management decision-making. Working closely with department and functional teams, this role improves complex data pipelines, mentors less-tenured colleagues, and ensures reporting outputs meet scheduled timelines across weekly, monthly, and quarterly cycles.
Core Functions
- Extract and summarise data from enterprise systems including financial and operational platforms.
- Create analysis and reporting for complex problems that provide management with clear and concise explanations of relevant trends and exceptions.
- Produce weekly, monthly, and quarterly trend and activity reports, as well as other operational and management reports.
- Ensure reports are produced per scheduled timelines for review by functional management teams.
- Work directly with department and functional teams to improve complex data pipelines and correct issues when identified.
- Partner with multiple senior-level stakeholders to design and develop reports and ensure they perform as expected.
- Maintain expert understanding of operational data flow through key systems and their relationship to key financial systems and the general ledger.
- Support multiple complex ad-hoc reports.
- Act as a mentor and resource to less-tenured colleagues to help guide their success.
- Participate in peer reviews of work products and documents.
Education & Experience
- Bachelor's degree in Business, Data Analytics, Data Science, Computer Science, Accounting, Finance, Economics, Statistics, Mathematics, or a related quantitative discipline.
- Five or more years of experience in accounting, finance, or business reporting and data analysis.
- Experience using data visualisation programmes such as Power BI or Tableau.
- Strong knowledge of enterprise data analysis and financial ERP tools, including JDE and Oracle.
- Strong knowledge of telecommunications and network construction in both public and private rights-of-way is a plus.
- Excellent analytical skills with the ability to synthesise large data sets and integrate complex insights into meaningful reports and recommendations.
- Proficiency in SQL and one or more programming languages, including Python or R.
- Resourceful problem-solving ability with experience working across functions to research and find information.
- Ability to prioritise multiple complex projects and work well under pressure.
- Strong interpersonal and verbal communication skills with a team-first mentality.
3. Business Performance Analyst (Loyalty & Gaming Analytics)
Reporting to the analytics leadership team, the Business Performance Analyst owns quantitative analysis of member behaviour across digital platforms and products, delivering actionable data models, propensity models, and forecasts that drive impactful decisions for stakeholders. Partnering with analytics, strategy, and player insights teams, this role builds tracking events and data models that identify strategic levers and support the broader data community's vision.
Primary Duties
- Deliver actionable insights to support and drive impactful decisions for decision-makers and stakeholders.
- Provide accurate data and data models, campaign analysis, propensity models, deep-dive analysis, and forecasts.
- Perform quantitative analysis on member behaviour across digital platforms and products.
- Communicate results clearly and concisely, with an understanding of data visualisation and the importance of drawing accurate conclusions from multiple data sources.
- Foster strong relationships with key functions across the organisation, including analytics, strategy, and player insights teams.
- Strive to deliver high-quality, impactful data deliverables as part of the broader data community.
- Identify strategic levers of a project and build tracking events and a data model to support the business vision.
Qualifications & Experience
- Degree in Statistics, Mathematics, Physics, Economics, Engineering, or a similar field, or equivalent work experience.
- Experience working in a commercial data team providing business insights and models that lead to data-informed decisions.
- Proficiency in SQL, with the ability to write complex queries to analyse large-scale databases and work effectively with both Hive and relational database systems.
- Proficiency in analytical coding tools such as R, Python, and Excel.
- Understanding of appropriate statistical or machine learning techniques to apply in different circumstances.
- Familiarity with standard reporting tools such as QlikView, Tableau, or Looker, with experience in Shiny or Streamlit an advantage.
- Highly analytical, proactive, and able to draw data-driven business insights and learn quickly.
4. Business Performance Analyst (Insurance & Sales Analytics)
Sitting at the intersection of data strategy and commercial operations, the Business Performance Analyst manages the analytic request intake, oversees data and reporting tool environments, and executes strategic initiatives that drive revenue growth and operational efficiencies across relevant business segments. Operating across sales, underwriting, and service processes, this role partners with training and leadership functions to ensure data currency, metric consistency, and high-quality content for strategy workshops and executive meetings.
What You'll Do
- Support analytic reporting needs across relevant business segments.
- Garner feedback from business partners to refine and augment reporting tools.
- Advance data currency, including the availability and accuracy of data across the organisation.
- Oversee the consistency of metrics across data assets, including relevant platforms and tools.
- Identify, recommend, and execute strategic initiatives resulting in revenue growth, increased profitability, and operational efficiencies.
- Manage the analytic request intake and prioritisation log.
- Oversee the data and reporting tool environment.
- Support the production of content and analytics for leadership meetings, strategy workshops, and town halls.
- Partner with the training function to drive the training agenda for the data and reporting suite of tools.
- Develop knowledge of end-to-end sales, underwriting, and service processes across relevant business segments.
Skills & Qualifications
- Advanced Microsoft Excel and PowerPoint skills.
- Experience with data visualisation and the ability to develop dashboards and tell stories using data in collaboration with reporting teams.
- Analytical mindset with the ability to analyse data sets and derive business insights.
- Strategic mindset with the ability to design and execute strategic roadmaps and frameworks.
- Project management skills with the ability to concurrently advance multiple initiatives and meet deadlines.
- Excellent written and verbal communication and presentation skills.
- Continuous improvement mindset.
5. Senior Business Performance Analyst (Payments & Banking)
A key member of the commercial analytics team, the Senior Business Performance Analyst shapes and influences Power BI reporting structures and delivers in-depth data storytelling to stakeholders across functions, driving KPI-based decision-making and pushing teams to action. Collaborating across finance, product, and regional teams, this role monitors commercial agreement performance, tracks service adoption trends, and analyses the impact of service usage on customer renewal and retention.
Scope of Work
- Monitor performance of commercial agreements and collaborate with internal teams to maximise the value of partnerships.
- Collaborate with stakeholders at all levels of the business and define and manage effective stakeholder relationships.
- Provide in-depth data insights and data storytelling to stakeholders across various functions, pushing teams to action.
- Define and track KPIs to enable effective, data-driven decision-making.
- Deliver data analysis on usage per service, product, and region, including visual views of growth on a month-on-month and quarter-on-quarter basis.
- Shape and influence the reporting structure, including maintenance and improvement of Power BI dashboards.
- Continuously seek opportunities to enrich data sources to better understand and analyse performance across region, segment, and product.
- Track trends and present improvement ideas on the adoption and penetration of services and providers into the customer base.
- Analyse the value and impact of service usage on customer renewal and retention.
Background & Experience
- Substantial experience in the payments or banking industry.
- Small business or financial services experience is an advantage.
- Data analysis expertise with highly developed skills in storytelling with data.
- Familiarity with Power BI.
- Ability to forecast future performance to a high level of accuracy using effective methodologies and solid reasoning.
- Exceptional negotiation, collaboration, and relationship management skills.
- Confident and highly effective influencer with a hands-on, pragmatic approach.
6. Business Performance Analyst (Executive Reporting & Growth Analytics)
Delivering weekly, monthly, and quarterly performance reporting to the eBay CEO, CFO, and leadership teams depends on the Business Performance Analyst, who builds ad-hoc and strategic analyses, maintains operational metrics, and performs deep-dive analytics into volume, revenue, and buyer and seller metrics to drive growth and profitability actions. Based within a global business performance team, this role collaborates with multiple analytics teams to integrate performance views and communicate findings with clarity to enable timely business decisions.
Day-to-Day Responsibilities
- Manage the business performance reporting cycle on a weekly, monthly, and quarterly frequency, monitoring and reviewing historical, current, and planned business performance.
- Communicate business performance clearly to enable the business to take timely action.
- Perform deep-dive analytics into volume, revenue, and buyer and seller metrics to identify trends and drive actions.
- Maintain and develop new operational metrics and deep-dive tools to help dissect performance and drive best practices for growth and profitability.
- Build ad-hoc and strategic analysis across functional efforts to support business objectives.
- Collaborate with multiple analytics teams to gather and integrate views on performance.
Professional Experience
- At least five years of experience in a similar or relevant role across analytics, engineering, or finance.
- Academic background in a quantitative field such as mathematics, engineering, statistics, economics, or business.
- Outstanding Excel and PowerPoint skills, with SQL and relational database knowledge preferred.
- Outstanding conceptual and analytical problem-solving skills.
- Strong analytical skills with the ability to collect, organise, analyse, and disseminate information with attention to detail and accuracy.
- Ability to communicate sophisticated analysis in a precise and meaningful manner to both technical and non-technical audiences.
- Ability to work with people at all levels and across functions.
7. Business Performance Analyst (Business Intelligence & SAP)
As the Business Performance Analyst, this role manages end-to-end business intelligence implementations across SAP, IBM, Power BI, and other BI solutions, ensuring data availability, quality, and alignment with corporate tools to meet business expectations. The global and regional teams rely on this work to implement operational KPIs, support process compliance, and translate information requirements into dashboards and reports that drive business improvement.
Key Deliverables
- Grow and focus on the availability, completeness, quality, and readability of required data from SAP, IBM, Power BI, and other business intelligence solutions.
- Manage end-to-end business intelligence implementations at the request of business functions.
- Investigate, implement, and promote new business intelligence opportunities.
- Analyse information requirements from the business and coordinate with global and regional teams on the implementation of tools and reports to meet business expectations.
- Develop ad-hoc analysis for business improvement opportunities and projects.
- Implement and track operational KPIs to monitor and promote delivery of business objectives.
- Support functions on the methodology and output of their operational activities.
- Ensure compliance with environmental, health, safety, and compliance initiatives.
Knowledge Skills & Abilities
- Degree in Business or Science, with at least three years of experience, including in Power BI and building interactive dashboards.
- Excellent IT skills, including Excel, SAP, Power BI, Alteryx, and IBM PA.
- Fluent in English, written and verbal, with proficiency in additional languages an asset.
- Strong communicator with the ability to deliver clear and compelling messages to all business functions.
- Sound understanding of business drivers and the capacity to deliver change and results.
- Understanding of the financial impacts of commercial decisions.
- Ability to deliver promptly and cope with a highly volatile workload.
- Willingness to travel as required.
8. Business Performance Analyst (Strategic Planning & Forecasting)
Business Performance Analyst builds monthly execution plans, quarterly forecasts, and annual budgets in close collaboration with data and product teams and multiple stakeholders across divisions, translating business context into performance dashboards and data-driven insights. Success in the position means monitoring plans against real-time operational changes, preparing weekly leadership reports, and actively driving achievement of the business plan by analysing key drivers, risks, and opportunities.
Accountabilities
- Conduct business planning activities, including monthly execution plans, quarterly forecasts, and annual budget development.
- Work with multiple stakeholders to understand and capture business context and requirements, and reflect these in planning.
- Monitor business and operations changes to ensure plans remain current and valid.
- Monitor business progress against plans through data-driven insights.
- Work closely with data and products teams to build reports and dashboards monitoring performance.
- Work with stakeholders to analyse performance, key drivers, risks, and opportunities.
- Actively participate in problem-solving to drive achievement of the business plan and help close gaps as required.
- Prepare weekly reports of business updates for leadership.
Position Requirements
- Four or more years of relevant work experience in strategic planning or project management.
- Experience working with multiple stakeholders across various divisions.
- Strong business mindset with problem-solving, data analysis, and presentation skills.
- Consulting background preferred.
- Ability to manage multiple priorities and adjust quickly to changes.
- Leadership skills with the ability to work effectively in a fast-paced environment.
9. Business Performance Analyst (Contact Center & Payments Performance)
The Business Performance Analyst produces root cause analysis, initiative measurement, and inter-related performance oversight for the Contact Center within the Payments business segment, partnering across the organisation and enterprise to define processes, data, and success criteria. Reporting to senior leadership across functional areas, this role delivers thought leadership on initiative health, oversees product systems affecting segment performance, and ensures transition programmes complete on time, within budget, and against measurable business goals.
Leadership Responsibilities
- Define processes, data, and success criteria to actively keep operational performance in line with daily goals.
- Quickly identify issues, determine root causes, and communicate recommendations to drive resolution.
- Measure the impact and business value of initiatives.
- Provide leadership, guidance, and execution oversight for transition programmes and other business initiatives, ensuring they complete on time, within budget, and meet measurable business goals.
- Identify, document, and manage initiatives in partnership with contact centre and enterprise teams.
- Provide thought leadership and insight on the health of initiatives.
- Interpret, evaluate, and interrelate data to recommend options that meet requirements and business goals.
- Serve as a recognised thought leader with the ability to leverage or define oversight methodologies while demonstrating flexibility in approach.
- Work with stakeholders to elicit and document requirements, epics, story maps, features, and detailed user stories for initiatives.
- Oversee product systems that affect segment performance.
- Provide formal and informal performance and oversight updates to senior leadership and functional areas.
- Partner with contact centre and enterprise teams to align on pilots, business or technology changes, define measurement plans, analyse results, and report on changes.
- Work with functional areas to define and track dependencies for initiatives.
- Actively monitor customer and client reports post-implementation to provide feedback on process and organisational change initiatives.
Qualifications & Experience
- Three to five years of relevant work experience.
- Two to three years in business analysis and performance management.
- Experience with continuous improvement methodologies, including Kaizen, Lean, process management, or Six Sigma.
- Product ownership experience highly desired.
- Contact centre or channel performance management experience desired.
- Proven ability to learn new products, develop functional knowledge, and apply new skills in a fast-paced environment.
- Ownership mindset with the ability to influence teams to accomplish goals.
- Demonstrated skill in running effective meetings and securing buy-in and participation from all levels.
- Excellent collaboration, organisational, time management, presentation, and writing skills, including the ability to deliver clear and effective communication for public consumption.
- Ability to effectively manage multiple projects.
10. Business Performance Analyst (Claims Operations & Financial Analytics)
Embedded within a Claims operational environment, the Business Performance Analyst develops SQL-driven data extractions and visualisations that translate operational processes into financial results for a business unit outside of Claims, supporting timely and transparent reporting. Working closely with claims operational teams across lines of business, this role connects process flows to financial outcomes, documents code and workflows, and begins to manage multiple analytical assignments simultaneously.
Duties
- Extract data using SQL or NoSQL to identify operational or environmental trends impacting financials.
- Connect operational processes to financial results.
- Tell a story with data using visualisations created in Excel, Python, R, Tableau, ArcGIS, or other data analysis tools.
- Document code and workflows to facilitate transparency and operational continuity.
- Develop familiarity with claims operational processes, functional areas, and coverages by line of business.
- Communicate results concisely and clearly in writing and verbally.
- Use control points effectively to increase accuracy with fewer iterations.
- Apply best practices for organising work, including the use of shared servers, version control, and delivery of analytics.
- Begin to handle multiple assignments simultaneously.
Education & Experience
- Bachelor's degree in Data Science, Economics, Physics, Mathematics, Actuarial Science, Computer Science, or Mechanical or Electrical Engineering.
- Zero to one year of industry experience, or relevant financial services experience.
- Experience with Visual Basic is a plus.
- Experience with unstructured or big data is a plus.
- Proficiency in group and sum queries using R, Python, or SAS, or experience with Excel including pivot tables, lookups, macros, and array processing.
- Proficiency in Tableau, Python, R, or another programming language.
- Understanding of data collection concepts and relational database structures.
- Ability to apply descriptive and advanced analytics to analyse data, validate assumptions, and describe incremental contributors to total variance.
- Understanding of variance analysis.
11. Business Performance Analyst (Motor Underwriting & MI)
Reporting to the business performance team lead, the Business Performance Analyst produces accurate management information and motor data analysis, identifying variances and trends to support informed decision-making for senior management across underwriting, claims, actuarial, and finance teams. Partnering with key stakeholders across these functions, this role also contributes to the business performance team plan, reviews and improves existing processes, and serves as a point of reference to guide and advise colleagues on best practice.
Activities
- Produce detailed, accurate, and effective management information and documentation using appropriate tools, techniques, and processes.
- Prepare and collate data to assist with business planning, performance monitoring, and reporting.
- Provide analysis of motor data identifying variances, trends, and issues, and present findings to senior management to support informed decision-making.
- Contribute to the preparation and implementation of the business performance team plan to ensure key issues are considered.
- Determine own work priorities and activities in line with agreed plans to achieve personal and team objectives.
- Review existing processes and identify and implement improvements to promote change and develop efficiencies.
- Ensure work activities are in line with internal guidelines, standards, and best practice.
- Engage and communicate effectively with key stakeholders across underwriting, claims, actuarial, and finance teams to manage analysis and ensure deliverables meet business needs.
- Develop and maintain relationships with key stakeholders to facilitate efficient and enhanced sharing of knowledge and information.
- Actively undertake personal development to maintain up-to-date skills and knowledge.
- Act as a point of reference to guide and advise others to ensure the sharing of knowledge and best practice.
Required Qualifications
- Knowledge of business intelligence reporting tools such as Power BI or Tableau and SQL is an advantage.
- Advanced MS Excel skills.
- Good organisational, time management, and analytical skills.
- Ability to interpret data and understand the implications for the business.
- Ability to build and maintain strong working business relationships.
- Good communication skills with the ability to work under pressure and to tight deadlines.
- Ability to work effectively in a team environment.
12. Business Performance Analyst (Finance Performance & KPI Management)
Sitting at the intersection of financial reporting and operational improvement, the Business Performance Analyst designs, manages, and distributes internal financial reports while monitoring Finance functional team performance against established KPIs, driving accountability and quality across the function. Operating across local and head office management teams, this role automates reporting workflows, analyses collected data to provide meaningful management information, and collaborates with departmental teams to resolve operational problems impacting performance.
Operational Focus
- Design, manage, and distribute all internal financial reports and presentations to local and head office management.
- Ensure the consistency and reliability of information related to finance performance.
- Manipulate data to automate reporting needs and ensure alignment with corporate tools.
- Assist departmental staff in developing performance measures and track outcomes of head office and local KPIs, as well as develop efficiency and quality measures for management visibility.
- Monitor the performance of finance teams and hold them accountable to established target KPIs through implementing improvement initiatives and monitoring action plans.
- Analyse collected data to provide meaningful information to management.
- Suggest performance objectives aligned with organisational goals and with clear performance measures and benchmarks.
- Work with departmental teams to review processes and solve operational problems impacting performance.
Minimum Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Minimum of two to four years of experience in data manipulation, interpretation, sense-making, and communication.
- Proficient in all Microsoft Office applications, including PowerPoint, Excel, Outlook, Word, Access, and SQL.
- Methodical and logical thinker with the ability to transform complex technical issues into simple, non-technical terms.
- Exceptional skills in building PowerPoint presentations across different formats.
- Ability to balance data needs with requirements for action.
- Good interpersonal skills with the ability to interact effectively with functional teams and management.
- Ability to prioritise and delegate, establish priorities, and quickly identify mission-critical tasks.
13. Senior Business Performance Analyst (Sales Analytics & CRM)
A key member of the sales analytics function, the Senior Business Performance Analyst advances quota design, CRM process improvements, and cross-departmental reporting by building and maintaining dashboards, KPIs, and data visualisations in collaboration with business units and sales regions. Collaborating across finance, sales leadership, and commercial teams, this role acts as the subject matter expert for the sales incentive plan, forecasts individual and team performance, and drives transformative changes to commercial processes.
Strategic Responsibilities
- Drive cross-departmental process improvements to sales processes and the CRM instance.
- Lead the quota process by coordinating with finance and sales to define, allocate, and report on quotas.
- Design, build, and maintain reports, dashboards, and KPIs in collaboration with business units and sales regions.
- Create reports and data visualisations based on ad-hoc requirements.
- Forecast and report actuals for individual and team sales performance.
- Highlight key observations to sales leadership.
- Assist with territory management of sales leaders.
- Recommend improvements to sales performance tracking and quota design.
- Act as subject matter expert for queries related to the sales incentive plan.
- Continuously analyse workflows for improvement areas and recommend transformative changes to commercial processes.
Experience & Qualifications
- Bachelor's degree.
- Five years of relevant experience in sales analytics or business and process analysis.
- Proficient computer skills, including comfort with CRM tools, service booking applications, spreadsheets, and reporting tools such as Tableau.
- Experience accurately manipulating large data sets in Excel and working within a data warehouse.
- Ability to connect data points to process flows.
- Effective verbal and written communication skills in English.
- Ability to describe business situations, process gaps, and trends for audiences across a wide range of roles and functions.
- Excellent interpersonal skills with the ability to rapidly establish and maintain highly productive working relationships at all levels.
- Superior problem-solving skills with a diagnostic thought process.
- Ability to apply sound judgement and a strong personal quality assurance approach.
- Flexibility and persistence in the face of challenges.
Editorial Process and Content Quality
This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.
Research framework by Lam Nguyen, Founder & Editorial Lead.
Reviewed by Thanh Huyen, Managing Editor.
Learn more about our editorial standards.