Published: Mar 13, 2025 - The Finance Business Analyst manages BI tools, ensuring detailed reporting and analysis across all brands, and consolidates wholesale and sell-out data for comprehensive insights. Coordinates budgeting and forecasting processes, actively participating in regional executions, suggesting performance enhancements, and maintaining corporate alignment. Analyzed monthly financial results, identifying variances, providing profitability assessments, and supporting the month-end and year-end closing procedures.

An Introduction to Professional Skills and Functions for Finance Business Analyst with a Cover Letter
1. Details for Finance Business Analyst Cover Letter
- Served as the liaison between Finance stakeholders and the IT development teams.
- Works across business functions to facilitate requirements gathering process.
- Evaluate information gathered from multiple sources and reconcile conflicts.
- Dissect high-level information into details and communicate these details in a manner understood by relevant audiences.
- Influence requirements and processes to effectively utilize systems and applications that support an improved customer experience.
- Propose change to policy/process when necessary to move forward with new design, including root cause analysis to identify solutions that address the true source of issues and gaps
- Oversight of Invesco’s global corporate card programs, working with Finance groups across the globe to ensure compliance
- Identifies and escalates risks found within the programs
- Suggests and implements process improvements
- Supports the P-card and Expense Reimbursement Policies, making recommendations for adjustments
- Coordination with Internal Audit, Privacy and Security teams on expense compliance monitoring and implementation of enhanced controls
- Responsible for reporting pertinent information to senior leadership
- Liaises with Invesco’s banks handling the card programs
- Supports testing of Finance applications as part of upgrades or system enhancements to validate alignment with designed controls and business processes
- Develops, documents, and maintains department policies and procedures
- Develops and maintains training documents
- Leads or supports training sessions for the business
- Performs ad hoc analysis and tasks as required by finance department managers.
Skills: Stakeholder Liaison, Requirements Gathering, Conflict Resolution, Process Improvement, Policy Development, Compliance Oversight, Risk Management, Training Documentation.
2. Roles for Finance Business Analyst - Corporate Cover Letter
- Leading and developing the team’s Corporate Services Team Knowledge Management & Best Practice function
- Leading efforts to develop new or revised processes/procedures for finance operations and key stakeholders
- Initiative ‘Record to Report’ process initiatives - to ensure end user reporting is right the first time and eliminate touchpoints
- Conducting assessments to understand business processes, management practices, and business performance to identify opportunities for improvement
- Ensuring solutions drive process consistency by coordinating fragmented efforts towards global process standardisation
- Designing automated, frequent dashboard reporting to enable effective management of finance productivity and effective working capital across corporate services
- Implementing effective benefit tracking models for all finance projects
- Anticipating risk areas relating to process issues and implementing plans to manage the change process with minimal impact to the business and positive outcomes for the stakeholders involved
- Act as a liaison between finance and accounting stakeholders and ERP
- Support teams to support production activities and to define, develop and implement new business processes and system enhancements
- Evaluate new Oracle functionality and recommend various alternatives or system enhancements to meet business needs
- Provide technical and functional support, including application knowledge, to business process owners in identifying and implementing common practices and best practices inherent in the software, including any business automation effort
- Create Functional design documents based on business requirements
- Involved in full-cycle implementation activities, including requirements gathering, design, testing, training, and deployment
- Maintain documentation required to support the ongoing maintenance of the application (functional & configuration designs, test scripts, and other required documentation by application)
- Update and maintain configuration changes including customizations, personalization, reports, interfaces, testing and user training
- Collaborate with other teams on cycle testing, patch releases/upgrades of Oracle Cloud
- Communicates status, issues, risks and assists with driving to a resolution
- Ensure compliance with change control procedures
- Facilitate cross-functional/interdepartmental Implementations.
Skills: Process Development, Risk Management, Dashboard Design, ERP Integration, System Enhancement Evaluation, Best Practice Implementation, Full-Cycle Implementation, Documentation Maintenance.
3. Responsibilities for Finance Business Analyst Cover Letter
- Provide support and guidance to those in the business responsible for global newspaper circulation
- Represent Finance across the circulation team
- Assist in ad hoc tasks required by the business.
- Issue weekly KPI circulation sales analysis and commentary for FT Board and Global Commercial Team
- Complete weekly and month end reconciliations for various revenue and cost channels (6 revenue channels)
- Complete month-end duties including review of costs, accruals and prepayments schedules, review results and investigate variances with finance and non-finance stakeholders, balance sheet reconciliation review
- Investigate reasons for variances and analyse results (relating to KPI, revenue and cost)
- Assist SBA with managing the global quarterly forecasting process
- Liaising with non-finance stakeholders to discuss queries and month end results
- Liaise with colleagues in regional offices to meet deadlines.
- Participate in projects that address new business requirements, from design to implementation
- Assist with regular reports prepared for the Management Committee, Sales and Investment teams
- Prepare and control data feeding reporting systems
- Analyze complex business problems and issues related to OTC process, using data from internal and external sources to provide insights to decision-makers
- Prepare bad depts and reconciliation files for month end closings
- Develop and implement Accounts Receivable dashboards, Performance dashboards, KPI dashboards, etc. in order to visualize in a simple ads easy-to-read way the achieved results to management in countries, to Regional Business Center management, to OTC management
- Produce datasets and reports for analysis using system reporting tools
- Consolidation of reports and dashboards in order to reduce the number of reports as well are reduce reporting workload
- Support unification and harmonization of reporting presentation tools (e.g. through Power BI, Easymorph, Oracle database, and other relevant data presenting tools)
- Provide consultancy and support to staff related to data interpretation and understanding, data analysis, etc., and provide data- and analysis-related training to OTC staff
- Closely cooperate with RTR, OTC SMEs, OTC managers and leads in order to identify the needs for financial analysis within OTC process
Skills: Financial Analysis, Stakeholder Engagement, Revenue Reconciliation, Forecasting Management, Business Reporting, Data Visualization, Problem Solving, Reporting System Consolidation.
4. Functions for Finance Business Analyst Cover Letter
- Analyse, document and propose solutions for technically complex business areas
- Prepare functional specifications
- Analyse and document business processes
- Document workflows and results of business analysis and obtain sign-off from stakeholders
- Be the link between stakeholders, development team and any third party IT supplier, throughout the development lifecycle
- Facilitate workshops with stakeholders
- Gather Business Requirements for IT projects
- Working with the Technical Architect to help develop system designs
- Create Business Requirements documentation – high level and low level and explain/communicate those to all business and IT interested parties
- Create Functional Specification documents
- Assess the impact of changing requirements
- Identify options for potential solutions and assess for both technical and business suitability.
- Produce Test Scenarios and work with the Quality Assurance analyst.
- Facilitate training sessions with end users on the new system.
- Participate in ongoing creation of financial data sets to be used for building advanced forecasting models and pricing analytics
- Communicate with key financial stakeholders (Process owners, key users, etc.) to understand process requirements
- Develop and analyze functional specifications covering the process requirements
- Design and test efficient IT systems (SAP and peripheral applications) to meet business and technology needs
- Coordinate developers to build and implement technology solutions
- Update, implement and maintain users procedures/documentation
- Gather feedback from end users about system performance and act upon need
- Manage IT projects, develop project plans, and monitor performance using Lhoist PMO principles
- Provide advice and users training
- Keep abreast of technology trends and developments and assure cross-fertilization between IT and Financial departments.
Skills: Business Analysis, Requirement Gathering, Stakeholder Engagement, Functional Specifications, Process Documentation, Solution Design, Test Scenario Development, User Training Facilitation.
5. Job Description for Finance Business Analyst Cover Letter
- Partner with the team to support the delivery of operational and strategic goals through insightful reporting and analysis.
- Developing and maintaining effective business partnerships with Business Units
- Act as a trusted advisor to Business Units, supporting budget holders to plan effectively in line with the Council's strategic, operational and financial objectives
- Own the month end process and performance reporting for relevant business units
- Provide financial insight and challenge for Business Units in order for them to develop business initiatives in an informed and financially sustainable way
- Proactively identify business and financial issues and risks
- Providing training, guidance and assistance to Business Units
- Act as proactive business partner to the VP Polyolefins Strategy & NBD, team and other stakeholders
- Analyse potential strategic investments and growth opportunities, esp in the area of circular economy
- Simulate complex financial scenarios of the long term strategy for the business group from virgin to recyclate Polyolefins
- Develop evaluations, decision proposals and strategy documents for management
- Lead all finance activities to support NBD in decision-making processes including target setting, budgeting and controlling
- Assess decision implications on P&L, balance sheet and cash flow and provide support to optimise
- Project leadership of and participation in improvement projects in finance and business
- Provide timely business performance results for profitability measurement across all markets.
- Support the Finance team with analytical reviews, insightful commentary for Line of Business meetings and general support of team deliverables
- Understanding of the key customers within the selected business channels, what influences business to drive
- Evaluate profitability by business channels, segments and products to support business and finance related decisions
- Conduct investigation and explanation of any material variances throughout monthly process.
- Translate and interpret key levers and KPIs to provide relevant and timely insights into business performance - New Business & Total revenues focused at Market level
- Support commercial/financial proposals using robust business case methodologies, embedding a culture of finance
Skills: Strategic Analysis, Business Partnership, Financial Advisory, Performance Reporting, Risk Identification, Financial Training, Strategic Investment Analysis, Project Leadership.
6. Accountabilities for Finance Business Analyst Cover Letter
- Manage BI tool with respective reporting and analysis for all brands
- Wholesales and Sell-out Consolidation, Reporting and Analysis
- Prepare and report Monthly Flash report
- Analyse the market and product performance, including price and volume analysis
- Organize and coordinate the Budget and forecast processes
- Participate actively in the regional budget execution and make suggestions to improve the performance
- Upload budgeted figures in Business Planning & consolidation software
- Ensure the alignment with corporate guidelines
- Guarantee the right allocation of expenses by Market and Nature
- Organize periodic performance review with Commercial and Marketing team
- Analyse and comment on the monthly results (Sales, GtN, Gross Margin, P&L) and alert about the variances vs budget
- Provide the management team with profitability analysis and work on action plan for low profitability product/markets
- Support month-end and year-end closing process
- Responsible for helping to ensure that accurate forecasts are produced to agreed timeframes for review by the Head of FP&A and the Senior Finance Business Analyst
- Producing detailed variance analysis, building a strong understanding of the relevant drivers, and signalling a course of action
- Support Senior Finance Business Analyst and the Head of FP&A to ensure deadlines are met
- Assist with the creation and ongoing preparation of monthly Service and Office commercial analysis packs
- Utilising various systems and the available data to have an impact that helps to drive innovation
- Support the wider team when required (Management Accounts), in an effort to help deliver an overall best-in-class Finance function.
Skills: BI Management, Financial Reporting, Budget Coordination, Performance Analysis, Corporate Compliance, Expense Allocation, Variance Analysis, Forecasting Accuracy.
7. Tasks for Finance Business Analyst Cover Letter
- Act as a Lead Business Analyst for CCI’s SAP platform and related technology solutions, inclusive of reporting technology.
- Collaborate with business teams to design and implement more streamlined financial technology solutions and improve existing procedures/processes for accounting teams firm-wide.
- Support the implementation of SAP S/4 HANA. Specifically, plan, test and execute new system functionality or custom development while working collaboratively with IT and software vendors.
- Lead the post-implementation strategy and support model, which will include driving the analysis, design and delivery phases of future-state SAP-related deliverables as well as day-to-day configuration maintenance and change management/testing processes.
- Manage and understand key Accounting and Reporting processes across the business (merchant, assets and corporate).
- Effectively communicate project expectations to all team members and stakeholders, including business representatives, technology partners and consultants.
- Develop and track detailed project plans, technical and business requirements, resource plans, communication plans, risk mitigation plans and issue resolution plans.
- Provide support, training and guidance to SAP users when creating reports, running and reviewing upload templates, making software configuration updates and assessing the downstream impact of changes.
- Facilitate communication and collaboration across the Controller’s Group
- Proactively seek guidance, clarificatio, and feedback from peers and senior staff
- Provide guidance, clarification, and feedback to less-experienced staff
- Handling all aspects of the Oversight System Analytics Tool, including working exceptions, highlighting anomalies, recommending new areas of focus and potential policy changes, and escalating findings
- Coordinating with Internal Audit, Privacy and Security teams on expense compliance monitoring and implementation of enhanced controls
- Administering the purchasing card program, including administration of cards and bank system, reporting and monitoring for fraud
- Liaising with Invesco’s bank in handling the purchasing card program
- Supports configuration and testing of Finance applications (including Concur Expense) as part of upgrades or system enhancements to validate alignment with designed controls and business processes
- Supporting Concur reporting to support management reporting
- Developing, documenting, and maintaining department policies and procedures
- Reporting pertinent information to senior leadership
- Performing ad hoc analysis and tasks as required by finance department managers
Skills: SAP Implementation, FinTech Design, Project Management, System Configuration, Team Leadership, Stakeholder Communication, SAP Training, Compliance Management.
What Are the Qualifications and Requirements for Finance Business Analyst in a Cover Letter?
1. Knowledge and Abilities for Finance Business Analyst Cover Letter
- Proficient knowledge of excel is a requirement.
- Knowledge of Netsuite
- Prior experience in a banking environment and/or within the Payments industry
- The ability to work in a fast-paced environment and to balance multiple priorities and workstreams.
- Strong experience collaborating with other business areas to meet company objectives and strategy.
- Self-motivated individual with an ability to manage own workload through strong organisational and time management skills.
- Effective problem solver with numerical skills, shows initiative when dealing with issues and good understanding of when to escalate/seek assistance.
- Be delivery focused, capable of working on own initiative in a fast-paced environment working to challenging deadlines.
- Highly motivated with a desire to learn new skills and the ability to work under pressure.
- Experience working with ERP systems
- Strong project management skills
- Deep financial services/finance background
Qualifications: BA in Computer Science with 3 Years of Experience
2. Experience and Requirements for Finance Business Analyst Cover Letter
- Proficient in Microsoft Office applications: Excel, Word, Access, Outlook, PowerPoint, and Visio.
- Advanced knowledge of statistical methodologies and techniques.
- Excellent communicator with the ability to present concepts, recommendations and analyses to senior management in a clear, concise and actionable manner.
- Knowledge of data governance, data modeling, data integration, and financial modeling.
- Ability to define problems, gather and analyze data, assess customer/market needs and requirements, reason logically, draw sound conclusions, and make appropriate recommendations.
- Knowledge of statistical methodologies and techniques.
- Experience in presenting content to all levels of staff and documenting definitions and standard value sets for performance metrics.
- Ability to perform more complex systems analysis and design, enhance and modify new and existing systems, write instructions, and train staff and users.
- Ability to identify issues and problems within operations, program systems, administrative activities, and other relevant areas.
- Understanding of Incurred but not reported (IBNR) within the claims/health plan environment.
- Previous experience with Health Econ Analytics / Risk Pool Auditing
- Experience using basic statistical tool sets such as R. MatLab, SPSS, SAS Actuarial or statistical science and/ or cost accounting experience.
- Experience with ETL systems such as PowerBI or Alteryx
Qualifications: BA in Statistics with 7 Years of Experience
3. Skills, Knowledge, and Experience for Finance Business Analyst Cover Letter
- Experience in data collection, extraction, management, analysis and reporting, including all aspects of data collection project design and implementation
- The ability to extract information from diverse sources, large and complex datasets, transforming and verifying raw data into user-friendly meaningful reports
- Advanced in budget management and financial acumen
- Demonstrated experience using advanced Excel features and techniques
- Strong communication (written and verbal) and interpersonal skills and the ability to work autonomously as well as within a team environment
- Strong skills in Visio Basic macro writing, robotic process automation
- Experience in understanding data flows from source to reporting systems and report design
- Basic physical commodity trading knowledge desirable
- Highly analytical with ability to make sense of large volumes of data
- Able to work well with other functions in the business
- Ability to prioritise and manage workload independently and decisively
Qualifications: BA in Management Information Systems with 6 Years of Experience
4. Requirements and Experience for Finance Business Analyst Cover Letter
- Experience working in complex operations, CPA/CA qualifications
- Ability to work collaboratively with key stakeholders, locally and globally.
- Outstanding business planning & analysis skills, including ability to research and analyse complex problems.
- Excellent communication, both oral and written and excellent interpersonal skills
- Team leader/player and proven ability to build effective relationships with business stakeholders across time zones and cultures
- Demonstrable personal initiative, the ability to work under limited direction, and strong teamwork, collaboration and problem-solving skills
- Strong excel and ERP system skills
- Ability to interpret financial information and explain in non-finance terms
- Experience in managing and prioritising multiple departmental requirements and deadlines.
- High attention to detail
- Enthusiastic with a “can do” attitude and willingness to learn
Qualifications: BA in Accounting with 5 Years of Experience
5. Education and Experience for Finance Operations Business Analyst Cover Letter
- Proven ability to communicate efficiently cross-departmentally
- Experience in capturing and documenting business requirements
- Advanced knowledge of Excel
- Ability to creatively problem-solve and drive process improvements
- Capacity to prioritize requirements and respond dynamically amid changing business needs
- Ability to thrive in a fast-paced and dynamic environment
- Exposure to SOX, PCI, and/or other regulatory requirements
- Familiarity with lean/agile concepts and processes
- Experience with financial and insurance systems
Qualifications: BA in Economics with 5 Years of Experience
6. Professional Background for Finance Business Analyst Cover Letter
- Experience in corporate finance or accounting, preferably from a large public company in the professional services, brokerage, or insurance industry
- Experience working with complex financial models and working knowledge of the relationship between income statement, balance sheet, and statement of cash flow is strongly desired.
- A can-do attitude and the ability to build credibility with stakeholders
- Data-driven decision mindset who can use sound judgement, analytical thinking, and insightful recommendations to solve business problems
- Strong analytical, integrative and problem-solving skills
- Solid interpersonal skills and client service orientation
- Ability to work both independently and on teams, including virtual work teams with members in different geographic regions
- Strong organizational abilities and flexibility to work in a performance-driven environment managing multiple project priorities
- Excellent understanding of payments, remittances, reconciliation and reporting domains.
- Ability to communicate ideas in both technical and user-friendly language.
Qualifications: BA in Business Administration with 3 Years of Experience
7. Knowledge, Skills and Abilities for ITAS Finance Business Analyst Cover Letter
- Knowledge and experience with Oracle ERP R12: General Ledger, Tax engine and Treasury Management systems (Cash Management)
- Experience implementing custom solutions to fill functionality gaps with Oracle R12
- Must possess experience in a customer-facing position and problem-solving skills
- Must have good written and verbal
- Proficient in English
- Good understanding of IT Service Management, IT compliance / Sarbanes-Oxley and data privacy regulations
- Showing proficiency in Microsoft Office applications, Power BI
- Understanding of Project Management methodologies and experience with presentations to business contacts
- Demonstrating experience reducing cost or improving efficiency in previous jobs
- Having professional planning experience
- Understands the importance of data single source and data lineage
- Flexible servicing of the business across multiple time zones in a global environment
- Technical programming skills a plus PL/SQL, Shell Scripting, Oracle Application FND architecture
- Ability to work in a multicultural & remote environment used to work independently a self-starter.
Qualifications: BA in Finance with 4 Years of Experience