FINANCE BUSINESS ANALYST JOB DESCRIPTION

A Finance Business Analyst translates regulatory complexity into working systems. In banking, that means owning the gap between what prudential frameworks like BASEL III, SACCR, and liquidity reporting regimes require and what the institution's finance and technology platforms actually deliver. When that translation fails, regulators cite deficiencies, remediation consumes quarters, and leadership loses confidence in the numbers. This role prevents that outcome by sitting with Finance stakeholders to define requirements, driving functional specifications through to validated delivery, and holding the line on data integrity across ledger and reporting environments.

As the Finance Business Analyst, you are accountable for the end-to-end requirements lifecycle of regulatory and finance transformation programs, from scoping through user acceptance, ensuring that system builds meet both prudential standards and internal operating models. You partner with Corporate Technology, external vendors, and Finance controllers across time zones, typically reporting to a Finance Transformation lead or senior Finance manager within a matrixed banking organization.

Career Impact: Sustained delivery on BASEL or liquidity reporting programs marks you as a credentialed regulatory BA, a profile that commands consistent demand across Tier 1 banks and global financial institutions.

Business Impact: Finance controllers and risk officers depend on the reporting outputs you validate - inaccurate liquidity or capital data submitted to regulators carries direct legal and reputational consequences for the institution.

Growth Opportunity: Repeated ownership of regulatory automation projects builds the product-owner and agile delivery competencies that open paths to senior BA, program manager, or Finance Technology lead roles within banking.

• Define business requirements and functional specifications for regulatory reporting programs, including liquidity and capital adequacy frameworks.
• Partner with Corporate Technology and external vendors to translate Finance user needs into validated technology solutions.
• Develop and execute test strategies, including automated test cases and end-to-end runs, to confirm system builds meet regulatory and operational standards.
• Monitor deliverable progress against project plans, tracking dependencies, risks, and issues across concurrent work streams.
• Produce governance materials including committee decks, sprint plans, and milestone status reports for Finance and Technology stakeholders.
• Lead data mapping, reconciliation, and validation activities to ensure accuracy of reporting outputs across ledger and product systems.
• Coordinate installation and regression testing of application patches, releases, and enhancements across development and production environments.
• Maintain process documentation, standard operating procedures, and user manuals to support ongoing operational effectiveness.

• Bachelor's degree in Accountancy, Finance, Information Systems, or a related field, or equivalent work experience.
• 5 or more years of business analyst experience within banking or financial services, with demonstrable involvement in regulatory or finance system implementation.
• Working knowledge of regulatory reporting frameworks such as BASEL capital standards, liquidity reporting, or equivalent prudential regimes.
• Demonstrated ability to gather, document, and translate complex business requirements into functional specifications for technology delivery.
• Proficiency in data analysis and validation, including the ability to work with large data sets and identify reconciliation gaps.
• Experience with software development or project delivery methodologies, including both waterfall and agile approaches.
• Strong written and verbal communication skills, with the ability to present complex regulatory or technical content clearly to Finance and Technology audiences.
• Proven organizational skills, including the ability to manage multiple concurrent workstreams and meet firm deadlines in a compliance-driven environment.

• Experience with regulatory reporting or ledger platforms such as Adenza (Axiom), SAP, Oracle, or equivalent enterprise finance systems.
• Familiarity with counterparty credit risk standards, including SACCR or FRTB, gained through at least one completed implementation project.
• Ability to read or converse in Mandarin, supporting engagement with APAC stakeholders and vendors.
• Knowledge of EDW architecture and the ability to write or quality-check moderately complex SQL queries for data validation purposes.

• Regulatory submission accuracy rate, measuring the proportion of reporting outputs passing validation before filing.
• Defect escape rate per release cycle, tracking issues identified post-deployment relative to pre-deployment testing coverage.
• Requirements traceability coverage, reflecting the percentage of regulatory specifications fully mapped to delivered system functionality.
• Mean time to resolve reconciliation breaks, measuring how quickly ledger-to-report discrepancies are identified and closed.
• On-time delivery rate across sprint milestones, reflecting adherence to project schedules agreed with Finance and Technology governance bodies.
• Typical tools: Regulatory reporting platforms (commonly Adenza/Axiom or SAP); collaboration and testing (commonly Jira, Confluence, or Alteryx).

• Base Salary Range: $90,000 to $125,000 annually, depending on seniority and location
• Bonus: Annual performance bonus, typically 8% to 15% of base salary
• Equity: Generally not offered at this level in banking; RSUs possible at larger institutions
• Health Benefits: Medical, dental, and vision coverage; employer contributions standard
• PTO: 15 to 20 days annually, plus federal holidays
• Common Perks: Professional certification support, tuition reimbursement, and hybrid work options common in financial services

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 for this position. Employment is contingent upon successful completion of a background check, which may include verification of credit history given the financial services context of this role. All qualified applicants will be 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. Candidates requiring reasonable accommodations during the application or hiring process are encouraged to request them at any time.

The Finance Business Analyst leads finance process assessment, continuous improvement, and project governance within the newly created luxury division of MSC Cruises Group. Reporting to the Finance Transformation Program Associate Director, the role delivers timely project execution by coordinating with Business Integration and Finance Teams across planning, executing, controlling, and closing phases of multiple business initiatives.

Key Responsibilities

• Prepare project management supporting documentation including project roadmap, resource tracking, and planning.
• Participate in and drive workshops, performing solution conceptualization, including process simplification and to-be workflow definition.
• Assist with finance project governance, including meeting documentation, minutes, follow-up status, and logistics.
• Deal with the finance and business community to facilitate communication and decision-making.
• Monitor testing activities and track status regularly.
• Coordinate with the Finance Transformation Team to ensure Luxury Finance initiatives advance within the broader team context.
• Prepare and circulate global communications on project advancement.

Required Qualifications

• Master's degree in engineering, accounting, or equivalent.
• 5 to 7 years of experience in consulting as a business analyst and functional consultant.
• Good understanding of accounting processes.
• Strong business analysis capabilities including process documentation, workflow design, and issue and mitigation solution conceptualization.
• Familiarity with project management methodologies and best practices.
• Strong project management experience.
• Team player with a collaborative spirit, curious and enthusiastic.
• Excellent organization and problem-solving skills.
• Fluent in English, oral and written, with additional languages considered an advantage.

Embedded within the Finance team, the Finance Business Analyst builds and enhances short- and long-term forecasting models that support scalable growth across the business. Working closely with Revenue Operations, Engineering, and Product teams, the role consolidates and standardizes SaaS KPI reporting to guide strategy and decision-making for budget owners and business leadership.

Core Functions

• Maintain and provide visibility of performance tracking reports covering business health reviews, sales efficiency, and productivity metrics.
• Build and enhance short- and long-term forecasting models to support growth and ensure scalability.
• Partner with budget owners and business leadership to support planning and forecasting.
• Provide financial expertise and strategic support, including analysis for new business opportunities.
• Partner with finance, Revenue Operations, Engineering, and Product teams to guide strategy and decision-making.
• Consolidate, standardize, and improve SaaS KPI reporting, synthesizing data to draw insights and challenge assumptions.

Qualifications & Experience

• University degree in business, finance, economics, or a related field.
• 3 or more years of relevant finance experience, with prior SaaS experience a plus.
• Experience using NetSuite, Salesforce, or similar financial systems.
• Experience with data visualization tools such as Tableau, Looker, or Power BI, with SQL or Python considered a plus.
• Excellent verbal and written communication skills with the ability to explain technical solutions to stakeholders.
• Resourceful, proactive, and able to work both independently and as part of a team.

Reporting to Finance leadership, the Finance Business Analyst supports Business Intelligence and Sales by calculating customer profitability and managing a project to convert unprofitable contracts into profitable deals. Partnering with relevant stakeholders across the business, the role delivers accurate, actionable data and recommendations that directly improve KPI outcomes and profitability performance.

Primary Duties

• Calculate customer profitability and the financial benefit of project outcomes.
• Generate reports and dashboards to provide insight to the team.
• Ensure accuracy and integrity of data throughout the project.
• Manage project timelines and stakeholders to meet internal and external deadlines.
• Compile weekly trackers and reports for the project.
• Identify findings and discuss recommendations with relevant stakeholders regarding customer profitability and action points.
• Provide accurate and meaningful data to enable actionable insights and improve KPI results.

Skills & Qualifications

• Tertiary qualification in Business or a related field.
• 3 or more years of experience in a finance or business insight role.
• Strong business acumen with understanding of key customer profitability drivers.
• Advanced Excel skills and intermediate to advanced proficiency in BI tools such as Power BI.
• Strong analytical skills and experience in database management and data integrity practices.
• Strong written and verbal communication skills across all levels of the business.
• Strong time management and personable approach.

Sitting at the intersection of finance, technology, and regulatory compliance, the Finance Business Analyst supports the transformation of Liquidity 6G Reports through end-to-end data mapping, validation, and functional testing of enhanced applications. Operating across the FRSS Citi Team and internal stakeholders, the role ensures application development aligns with Citi's Standard Operating Procedures and builds requirement documentation that underpins robust liquidity reporting operations.

Duties

• Provide contribution and support in the transformation of Liquidity 6G Reports.
• Support end-to-end data mapping, validating, and comparing product attributes in 6G Liquidity Reporting.
• Partner with the FRSS Citi Team to perform functional testing of the enhanced application.
• Ensure application development and enhancement of Liquidity Reporting aligns with Citi's Standard Operating Procedure.
• Perform day-to-day testing with expertise in analysis and reconciliation of the Daily 6G Liquidity Reporting.
• Engage with the FRSS Citi team to understand and resolve JIRA test cases.
• Build requirement documentation and Standard Operating Procedures for testing products in FRSS Treasury.

Requirements

• Good understanding of Liquidity Reporting concepts and regulatory requirements.
• Experience in report reconciliation and validation, data element validation, and quality reviews.
• Experience in navigating and analyzing large volumes of data.
• Proficiency in pivot tables and advanced MS Excel functions.
• Working experience with JIRA tools for test case management.
• Ability to document requirements, conduct testing, and provide operational support.

A key member of the Finance and Technology team, the Finance Business Analyst shapes system and process documentation standards across specified systems while driving requirements identification and quality assurance at every stage of systems development. Collaborating across Finance, Technology, and US-based partners, the role enables scalable, well-documented systems that maximize usability and support continuous operational improvement.

Functions

• Standardize system and process documentation across specified systems.
• Create and implement precise management plans for every project with transparent communication at all levels.
• Drive identification of requirements across business units and identify substandard system processes.
• Perform, evaluate, and communicate quality assurance at every stage of systems development.
• Determine and develop user requirements for systems in production to ensure maximum usability.
• Partner with stakeholder teams across Finance, Technology, and US-based partners to develop necessary analysis and documentation.
• Author and update documentation for system processes, including delivery of monthly status reports.

Experience & Qualifications

• Significant proven experience in analytics and systems development.
• Practical experience generating process documentation, reports, and requirements documentation.
• Experience in transformation and systems implementation projects.
• Excellent communicator with the ability to translate data into actionable insights.
• Strong attention to detail with the ability to continuously prioritize and meet deadlines in a changing environment.
• Self-starter, able to work independently and as part of a team in an environment of consistently competing priorities.

Accurate accounting treatment and tax compliance for a high-tech supply chain customer depend on the Finance Business Analyst, who supports invoice billing, inventory procurement, importation, and indirect tax data gathering at the Digital Services facility. Based within a team serving internal and external auditors and tax consultants, the role ensures month-end reporting, cost accounting, and compliance processes are executed with precision and integrity.

Accountabilities

• Support invoice billing creation and review, and review material purchases, including importation documents.
• Monitor stock transfers between distribution centers and review for accuracy.
• Ensure proper documents are received for indirect tax compliance and compile data for quarterly indirect tax filing.
• Assist internal and external auditors with inquiries specific to the client program.
• Support tax consultants for program compliance, registration, or tax efficiency.
• Develop understanding of business and systems to recommend best-in-class processes.
• Proactively plan and execute tasks necessary for month-end reporting.

Technical Qualifications

• Bachelor's degree in Business or Finance.
• Minimum 4 years of general accounting experience with emphasis on cost accounting and inventory control.
• 3 years of SAP Materials Management (MM) experience.
• Good accounting knowledge with an IT mindset for end-to-end data flows.
• Good to excellent Microsoft Excel skills.
• Strong analytical, reasoning, and problem-solving abilities.
• Excellent verbal and written communication skills.
• Good organizational and planning skills and the ability to work independently.

As the Finance Business Analyst, this role serves as the liaison between functional and technical teams by understanding and conceptualizing applications from each area's point of view, spanning financial data analysis, dashboard development, and Oracle SQL administration. The Finance team relies on this work to define business processes, build and maintain reporting tools, and implement software improvements that deliver reliable decision support across the organization.

Activities

• Conduct financial data analysis, design, collection, and reporting to support finance stakeholders.
• Monitor quality of technical and functional business processes, identify data issues, and provide resolutions.
• Collect requirements, develop reports and dashboards, perform testing, and support implementation of new software and process improvements.
• Interface with clients to define business processes, specifications, reporting needs, and functional requirements.
• Design report and dashboard mock-ups and develop and maintain user manuals, training documents, and guidelines.
• Devise test plans, maintain issue logs, and collaborate with the team to mitigate risks and identify improvement opportunities.
• Design, build, and maintain Oracle SQL scripts in the Oracle backend finance data warehouse, and administer PeopleSoft eProcurement.

Position Requirements

• Bachelor's degree in Business, Finance, Accounting, Information Systems, or related field, or equivalent experience.
• 4 or more years of experience in business, finance, accounting, or systems analysis.
• Working knowledge of fund accounting, budget, and finance.
• Strong IT and financial skills with extensive experience in data analysis, dashboards, and decision support systems.
• Experience with reporting and query tools, including Tableau, SAS, Oracle Databases, and SQL.
• Experience working collaboratively as part of a team with a problem-solving approach.

Finance Business Analyst delivers analysis of financial trends, job and contract profitability, and order book performance to management teams across the business unit. Success in the position means producing timely budget drafts, early warning variance commentary, and BI-powered performance reports that equip Functions and Commercial teams to manage costs and improve sales pipeline conversion.

Operational Focus

• Originate and present analysis to help management understand financial trends, opportunities, and key performance drivers.
• Provide insight on job and contract profitability and identify drivers of growth and efficiency.
• Provide early warning commentary to management when material variances are detected.
• Support cost management improvement on jobs, contracts, and panels in collaboration with Functions and Commercial teams.
• Provide analysis on the order book to evaluate order trends, sales pipeline, and conversion rate interventions.
• Support the budgeting and forecasting process by gathering business input and creating first drafts of budgets, forecasts, and capital plans.
• Ensure business performance reports meet Business Unit needs and provide ad hoc analysis as required.

Knowledge Skills & Abilities

• Demonstrated experience in finance planning, budgeting, forecasting, and management reporting.
• Experience working in a global environment and matrixed organisation.
• Industry and business model experience with a commercial mindset and business orientation.
• Proficient in financial systems for data extraction.
• Strong working knowledge of Microsoft Excel, PowerPoint, and Word.
• Experience producing dashboards using BI software such as Power BI, Tableau, or QlikView.
• Confident communication skills with the ability to influence senior stakeholders.
• Credibility, integrity, and the ability to manage competing deadlines.

The Finance Business Analyst produces timely analytical reporting and performance insights across European markets, explaining monthly business results by market and sector through commercial analysis of revenues, products, and major customers. Reporting to Finance leadership and working closely with Finance, business departments, and pricing teams, the role advances profitability measurement and supports commercial and financial proposals with robust business case methodologies.

Key Deliverables

• Provide timely business performance results for profitability measurement across all markets.
• Support the Finance team with analytical reviews and insightful commentary for Line of Business meetings.
• Evaluate profitability by business channels, segments, and products to support business and finance decisions.
• Conduct investigation and explanation of material variances throughout the monthly process.
• Translate and interpret key levers and KPIs to provide insights into new business and total revenues at market level.
• Support commercial and financial proposals using robust business case methodologies.
• Perform ad hoc analysis and reporting as required.

Professional Experience

• 2 to 3 years of experience in a financial environment within telecoms, merchant services, or banking.
• Strong commercial acumen with understanding of how business drivers are reflected in financial numbers.
• Understanding of multi-currency environments for local and native reporting.
• Advanced Microsoft Excel skills with basic SQL knowledge considered an advantage.
• Strong attention to detail with ability to consolidate and interpret high volumes of customer-level data.
• Fluent in English with excellent oral and written communication skills and ability to influence and challenge business owners.
• Flexible, adaptable, and able to work on your own initiative in a shared services environment.

Embedded within the Business Development and Revenue organization, the Finance Business Analyst develops performance dashboards and conducts partner channel forecasting, cohort analysis, and KPI refinement to optimize business development effectiveness. Working closely with the VP of Business Development, Revenue, Enablement, Salesforce, Marketing Operations, and Data Engineering teams, the role advances visibility of pipeline activity and drives data integrity across sales and retention workflows.

Areas of Ownership

• Partner with the VP of Business Development to refine KPIs used to measure and analyze the success of partnerships.
• Support regular weekly, monthly, and quarterly cadence around partner channel planning, forecasting, pipeline management, and leadership reviews.
• Produce ad hoc strategy analysis and provide meaningful insights to optimize business development effectiveness.
• Develop and maintain performance dashboards for visibility of activity, pipeline, and performance against goals.
• Deliver analysis and action items for Business Development, Revenue, and Enablement teams across sales ramp, productivity, and retention.
• Conduct customer cohort analysis including NPS, spend, product usage, and risk and health metrics.
• Maintain data integrity processes in conjunction with Salesforce, Marketing Operations, and Data Engineering teams.

Background & Experience

• Bachelor's degree or equivalent experience.
• 3 or more years of experience in an analytics role within tech, consulting, finance, or strategy.
• 2 or more years of experience with CRM systems, with understanding of SaaS sales processes and Salesforce data model.
• Strong quantitative analysis skills with experience handling complex data sets using Excel or Google Sheets.
• Experience in querying and reporting via SQL, Python, SOQL, and BI tools such as Looker.
• Excellent interpersonal, verbal, and written communication skills with the ability to present complex information clearly to executives and technical teams.
• Detail-oriented with strong time management, logical problem-solving, and ability to work independently in an agile environment.

Reporting to the project manager and business leadership, the Finance Business Analyst refines business requirements and testing strategies for complex technology and application initiatives across P&C insurance domains. Partnering with development teams, business systems analysts, and Quality Assurance, the role ensures delivered solutions meet business needs and supports change management estimation that keeps finance projects on schedule and within scope.

Role Responsibilities

• Gather, analyze, communicate, and document clear and concise business requirements.
• Develop business specifications addressing simple to highly complex business needs across technologies, applications, and business areas.
• Work with development teams to confirm delivered solutions meet business needs and timelines.
• Lead or participate in data gathering workshops for business requirements with a focus on future working environments.
• Liaise with business systems analysts during Design and Development stages.
• Create and review test strategies and BA test matrices, execute BA testing, and facilitate handover to Quality Assurance.
• Assist the business and project manager in resolving change management issues and defining business analysis and testing estimates.

Education & Experience

• University degree or college diploma in a related discipline, or equivalent training and experience, with post-secondary accounting courses or designation preferred.
• Minimum 5 years of hands-on business analyst experience.
• Minimum 2 years of P&C insurance knowledge, including premium, claims, reinsurance, and statistical reporting.
• Practical experience with underwriting concepts, claims adjusting, reinsurance, and Treasury functions within a finance department.
• Solid understanding of the system development life cycle and various project methodologies.
• Expertise in Excel, Access, or other financial data repositories, with experience in SQL.
• Superior problem-solving and analytical skills.
• Effective documentation, communication, and organizational abilities.

Sitting at the intersection of business operations and information technology, the Finance Business Analyst oversees data management automation, regulatory reporting, and application lifecycle activities to translate business objectives into technology solutions for multiple business units. Operating across IT, vendor relationships, and end-user communities, the role builds data strategies and disaster recovery plans that protect operational continuity and advance member services across the organization.

Job Functions

• Develop and execute strategies for data management, including automation of data flows and data required for external regulatory reporting.
• Participate in design of technical solutions and test planning, supporting resolution of identified bugs.
• Participate in installation of application patches, releases, and enhancements across development, test, disaster recovery, and production systems following IT Change Control guidelines.
• Lead activities to identify people, process, and system impacts of business objectives across all project sizes.
• Elicit, document, and communicate business and user requirements and functional specifications, and coordinate vendor delivery.
• Consult with and advocate for multiple business units, partner in documenting and prioritizing objectives, and coordinate development of manuals, procedures, and application support documentation.
• Work on disaster recovery plans for business applications and provide 4th tier production support as needed.

Minimum Qualifications

• Bachelor's degree in a technical or related discipline, or equivalent experience.
• Minimum 5 years of experience working with business data and software applications.
• Good understanding of loan attributes, accounting, and reporting.
• Familiarity with EDW and star schema architecture with ability to read, write, and QC moderately complex SQL queries.
• Skilled in data analysis and validation using SQL, Alteryx, and related tools.
• Ability to draw technical diagrams for current and future-state application and data flows.
• Understanding of SDLC and project methodologies, including waterfall and agile.
• Proven ability to stay current with emerging technologies.
• Self-motivated with strong verbal and written communication and troubleshooting skills.
• Ability to manage on-call availability and occasional travel.

A key member of the Finance Technology and regulatory reporting team, the Finance Business Analyst advances strategic regulatory reporting solutions by defining scope, managing cross-functional project plans, and acting as product owner in design and build discussions across BASEL, SACCR, and FRTB frameworks. Collaborating across Corporate Technology, external vendors, and Finance users spanning APAC, EMEA, and US time zones, the role ensures automation projects meet regulatory requirements and deliver reliable, well-governed finance platform enhancements.

What You'll Do

• Partner with Finance users, Corporate Technology, and external vendors to deliver strategic regulatory reporting solutions aligned to the defined operating model.
• Provide SME and PMO support to regulatory reporting programs.
• Define statement of work including objectives, scope, timelines, dependencies, risks, priorities, governance models, and agile sprint plans.
• Develop project scope documentation, project plans, and schedules, tracking deliverables and managing dependencies, risks, and issues across work streams.
• Create and deliver project communications to multiple stakeholders, running governance calls and preparing presentation materials for committee meetings.
• Prepare business requirements and functional specifications for regulatory automation projects, acting as product owner in design and build discussions.
• Develop testing approach, execute system tests using automated tools, and manage ongoing finance platform enhancements and automation.

Qualifications & Experience

• Bachelor's degree in Accountancy, Finance, Information Systems, or related field.
• Minimum 6 years of experience in banking within Legal Entity Controller, Product Controller, Business Analyst, Product Owner, or Audit roles.
• Strong knowledge of regulatory reporting frameworks including BASEL, SACCR, and FRTB, with involvement in at least one completed implementation.
• Strong data analysis skills including ability to gather and validate facts, define gaps, perform impact analyses, and translate complex requirements into functional specifications.
• Proficiency in MS Excel and experience with regulatory reporting or ledger platforms such as Adenza, SAP, Oracle, or PeopleSoft.
• Experience using collaboration and automation tools such as Confluence, Jira, Tableau, Alteryx, or UiPath.
• Strong leadership, relationship-building, communication, and time management skills.
• Ability to support stakeholders across APAC, EMEA, and US time zones.
• Ability to read and converse in Mandarin is a plus for liaising with stakeholders and vendors from China.

The Business Finance Analyst owns the bridging function between finance and data science teams, creating reporting frameworks for new product features and ensuring financial reports accurately represent business requirements. Delivering solutions that resolve system issues and managing stakeholder concerns, this role shapes the accuracy and timeliness of financial output across the organization.

Key Responsibilities

• Perform a bridging role between the finance and data science teams.
• Create reporting frameworks for new product features in financial reports.
• Provide solutions for extracting relevant data and information to represent financial reporting requirements accurately.
• Troubleshoot system-related issues through communication, walkthroughs, and testing.
• Document process workflows and business logic.
• Manage stakeholder needs, concerns, and problems regarding changes, enhancements, or fixes.
• Think strategically and analytically about business, product, and technical challenges.
• Ensure reports are delivered on time with the highest level of accuracy.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or Business Analytics.
• Proficiency in SQL is required, with database experience considered an advantage.
• Strong data analytics and visualisation skills, preferably with Python and Microsoft Power BI.
• Strong analytical thinking and problem-solving ability.
• Excellent verbal and written communication and project management skills.
• Keen sense of ownership, drive, and determination with a strong work ethic.
• Effective team player with a results-oriented approach in a fast-paced environment.

Embedded within the finance team, the Business Finance Analyst supports external reporting obligations to partners and underwriters across all regions, ensuring all reporting deadlines are consistently met. Working closely with relevant teams to troubleshoot data issues and assist with new partner onboarding, this role delivers accurate, timely reporting that fulfills the organization's external compliance commitments.

Core Functions

• Prepare and test partner and underwriter reporting on a weekly, bi-weekly, and monthly basis.
• Troubleshoot data issues, identify the cause of problems, and work with relevant teams to correct them.
• Assist with the implementation process for reporting to new partners and underwriters.
• Provide support to the broader finance team and business as required.
• Prepare ad hoc analyses.
• Identify process improvements.

Qualifications & Experience

• Bachelor's degree in Accounting or Finance.
• CA/CPA qualification recently obtained or in progress is highly desirable.
• Demonstrated experience in planning, reporting, and process improvement.
• Advanced Excel skills.
• Ability to work collaboratively with internal and external stakeholders.
• Demonstrated ability to work independently with accuracy and attention to detail.

Reporting to finance leadership, the Senior SAP Finance Business Analyst leads business requirements gathering and delivers end-to-end SAP FICO configuration, testing, and ongoing support across consolidation, planning, and budgeting activities. Partnering with developers, stakeholders across SAP PS, MM, SD, and PP, and end users, this role builds the system integrity and process standards that underpin the organization's financial operations.

Primary Duties

• Lead business requirements gathering, document functional requirements, and help define and implement finance best practices.
• Complete SAP system configuration, testing, and ongoing support of all finance activities, including consolidation, planning, and budgeting.
• Document and support SAP integration with other financial applications, including Concur, Kronos, OneStream, Vertex, and ACH.
• Recommend options or solutions that meet business needs and desired functionality.
• Apply quality standards to work products.
• Identify and solve problems using analysis, experience, and judgment.
• Assist with performing the foreign currency revaluation process in SAP ECC 6.
• Analyse business issues and debug program issues as they arise.
• Define and maintain best business standards for all programming activities.
• Document changes and procedures for successful development execution.
• Work with developers on total solution estimations based on business requirements, suggesting alternative solution methods where possible.
• Perform solid unit testing of all development items before handover.
• Prepare and lead training, change management, and information sessions for end users.

Skills & Qualifications

• Bachelor's degree in Information Technology or equivalent.
• At least 7 years of SAP FICO production support experience.
• Demonstrated proficiency in SAP FICO and one or more SAP modules, including hands-on configuration, documentation, testing, and implementation.
• Strong understanding of consolidation steps in SAP ECCS, including intercompany elimination, translation, and posting of manual journal entries.
• Strong LSMW experience is required.
• 5+ years of experience developing relationships with key stakeholders across SAP PS, SAP MM, SAP SD, and SAP PP.
• 5+ years of experience leading and coordinating work for small to medium projects and improving business processes.
• Solid project management and financial analysis experience.
• Proficiency in Microsoft Office, including Excel, Access, and PowerPoint.
• Strong financial business understanding with the ability to review and evaluate financial reporting needs and trend analysis.
• Understanding of product costing in a manufacturing environment, with the ability to provide training on creating cost estimates.
• Experience with LATAM countries localisation, including Brazil, Mexico, and Argentina.
• Working knowledge of SharePoint, Microsoft Project, and Project System integration is preferred.
• Strong analytical, interpersonal, leadership, and written communication skills.

Sitting at the intersection of finance operations and technology, the Business Finance Analyst shapes application solutions by gathering business requirements and translating them into functional models that enable the organization to achieve its strategic goals. Operating across finance, business units, and external service providers, this role delivers end-to-end project management of programme workstreams and ensures the application roadmap aligns with current and future business needs.

Duties

• Develop a strong understanding of the existing finance system and application landscape as a foundation for future solutions.
• Work with internal and external teams to help shape solutions that allow the finance team to achieve its strategic goals.
• Gather business requirements using interviews, workshops, documentation reviews, and business process evaluations.
• Work with and challenge business units on their assumptions to deliver solutions for current and future needs.
• Support management of the process from initiation through to sign-off, adhering to all PMO requirements.
• Take on project management of programme workstreams through to successful implementation when required.
• Evaluate business requirements from multiple sources, reconcile proposed solutions with all business inputs, and resolve conflicts as required.
• Draw requirements together into functional requirements documents using plain English, diagrams, process flows, and scenarios.
• Work collaboratively on large projects to ensure all components are aligned, and the delivered solution functions as an end-to-end process.
• Manage aspects of projects, including resources, timelines, third parties, and status reporting.
• Engage in multiple initiatives in parallel.
• Apply knowledge gained during analysis and design to become a subject matter expert for aspects of the new landscape.

Requirements

• Educated to degree level or equivalent.
• Minimum 3 years of experience in a related field.
• IT experience in finance or similar applications.
• Demonstrated experience gathering requirements and converting them into a product vision.
• Project management experience with an understanding of SDLC and PMO requirements.
• Strong analytical skills to interpret customer needs and translate them into application and operational requirements.
• Ability to work alongside senior management at all levels within finance, the business, and external service providers.
• Strong planning and organisation skills with the ability to prioritise work and meet agreed timescales.
• Experience delivering solutions with third parties.
• Understanding of requirements for integrations and data transformation in a complex environment.
• Experience testing solutions across multiple systems.
• Strong written and verbal communication skills with the ability to communicate at all levels.
• Experience with finance business process change through technologies incorporating automation, business intelligence, or data analytics using tools such as Oracle, Tableau, Alteryx, or MS Power Automate is preferred.

A key member of the finance and operations support function, the Business Finance Analyst leads the MRI and Nexus system relationship, spearheading upgrades, managing workflows, and building best practices to optimize platform functionality across the organization. Collaborating across division leaders, software providers, and end users, this role delivers the system expertise and training that ensure accurate financial data and efficient processes throughout acquisitions, dispositions, and new developments.

Functions

• Work closely with division leaders to understand reporting requirements and assist in developing custom reports.
• Learn processes and solutions across departments to drive continuous process improvements and problem-solving.
• Work with users to identify new and better ways to use the systems.
• Create and maintain data points and relationships, including entities, accounts, and operations structure.
• Act as an escalation point for MRI and Nexus support to ensure user questions are addressed or tickets are submitted.
• Track, document, and resolve user requests and requirements using support centre call-tracking software.
• Gather and report on user support issues, trends, and related factors, and work with team members to develop solutions that improve efficiency and effectiveness.
• Provide timely, professional, and customer-service-oriented responses that resolve core issues efficiently.
• Document solutions to common issues for user reference and provide content for the repository.
• Work with software providers and affected parties to develop and implement solutions for issues.
• Collaborate in the planning, development, and implementation of MRI modules and enhancements, ensuring updates are tested, completed, and communicated across the organisation.
• Manage third-party application integration with MRI and Nexus, and participate in testing and evaluating new applications, system enhancements, and programming upgrades.
• Educate and train users on system applications and functionality changes, and mentor staff in the best utilisation of systems and functions.
• Manage system and software requirements for acquisitions, dispositions, and new developments to ensure successful transitions.

Experience & Qualifications

• 4-year college degree with a focus on Information Technology or Finance.
• 3–5 years of systems administration or business analysis experience.
• Experience leading new system implementation and administration.
• Expertise in understanding user requests and translating them into a software roadmap.
• Experience with Nexus or other accounts payable systems is preferred.
• Experience with MRI, Yardi, or other real estate software is preferred.
• Advanced troubleshooting skills with the ability to identify root causes and define solutions to complex issues.
• High attention to detail with the ability to work independently or lead initiatives.
• Self-motivated and team-oriented with the ability to follow tasks through to completion with a high degree of accuracy and quality.

Accurate financial reporting and sound decision-making across the institution depend on the Business Finance Analyst, who designs and delivers dashboards, Oracle SQL scripts, and data visualisation solutions that translate complex financial data into actionable insights for stakeholders. Based within the finance function and interfacing directly with clients and end users, this role drives both reporting improvements and process implementation to support the operational and strategic objectives of the institution.

Accountabilities

• Interface with clients to define business processes, specifications, reporting needs, and functional requirements.
• Design report and dashboard mock-ups to effectively meet business needs.
• Document system processes and functionality, and implement improvements as applicable.
• Develop and maintain user manuals, training documents, and guidelines.
• Conduct meetings with end users to clarify issues, gather requirements, and resolve requests.
• Devise test plans to ensure outcomes meet specified requirements and business user expectations.
• Develop and implement reports and dashboards to provide up-to-date information on functional activities.
• Maintain an issues log and collaborate with the team to mitigate risks and identify improvement opportunities.
• Prioritise problem resolution based on business need, timelines, and scale of impact.
• Present data resolution findings and recommendations to relevant stakeholders.
• Design, build, implement, and maintain Oracle SQL scripts and procedures in the Oracle backend finance data warehouse.
• Consult finance users on current and future data visualisation and reporting solutions to identify needs.
• Provide backup support for operational and technical processes and system changes.
• Administer PeopleSoft eProcurement responsibilities.
• Host training sessions on system applications and maintain content on the department and division webpage.

Technical Qualifications

• Bachelor's degree in Business, Finance, Accounting, Information Systems, or a related field, or equivalent combination of education and experience.
• Four years of previous experience in Business, Finance, Accounting, Information Technology, or Systems Analysis.
• Experience with reporting and query tools, including Tableau, SAS, SAS Enterprise Guide, Oracle Databases, and SQL.
• Extensive experience in data analysis, dashboards, analytics, and decision support systems.
• Working knowledge of fund accounting, budget, and finance.
• Strong IT and financial skills.
• Experience working collaboratively as part of a team with a problem-solving approach.

As the Business Finance Analyst, this role owns and drives the yearly divisional performance cadence, including budgets and forecasts, while delivering financial insights on markets, customers, and products that enable strategic decisions for the divisional CFO and leadership teams. The divisional finance function relies on this work to strengthen business controlling at both strategic and tactical levels, supporting resource allocation, new product development pipelines, and the continuous improvement of financial processes.

Activities

• Own and drive the yearly divisional performance cadence, including budget and forecasts, together with the divisional CFO.
• Provide analytics on markets, customers, and products.
• Perform business controlling at a strategic and tactical level for the supported area.
• Own and drive sales and cost budgets and forecasts for the designated business area.
• Facilitate business case reviews, analyse new product development pipelines, and support optimal allocation of resources and investments across the division.
• Contribute actively to strategy development and ad hoc finance and business projects.
• Participate in the continuous development and optimisation of financial processes and tools.

Position Requirements

• Master's degree or equivalent in Business Administration, Finance, or Economics with a strong academic record.
• 0–2 years of experience in a similar role, such as Business Finance Partner or Business Controller.
• Proficient financial skillset with experience in financial planning, budgeting, forecasting, and providing financial business support.
• Advanced Excel and PowerPoint skills are required, along with proficiency in English.
• Commercial understanding with a passion for driving business performance through financial analysis and insights.
• Strong interpersonal skills with the ability to build relationships at all levels of the organisation.
• Structured and analytical problem-solving approach with a preference for working with numbers and a proactive mindset.

Business Finance Analyst delivers improvements to management information, internal reporting, and performance trackers across finance departments, supporting the Head of Commercial Finance in enhancing reporting tools and rolling out business transformation initiatives. Success in the position means building financial models in Anaplan and Excel, facilitating stakeholder workshops, and driving process and systems changes that improve commercial performance visibility across the business.

Operational Focus

• Deliver improvements to existing management information, internal reporting, and performance trackers.
• Design and deliver new management information, internal reporting, and performance trackers.
• Support the rollout of reporting tools developed by the internal business transformation team.
• Develop and improve existing Excel and Anaplan financial models.
• Provide training and support for new processes, and produce user guides and other documentation as required.
• Facilitate workshops with key business stakeholders to gather issues, discuss and document to-be processes, provide best practice input, and perform gap analysis against existing processes.

Knowledge Skills & Abilities

• 5+ years of experience as a Business Analyst within the finance arena.
• Experience in designing and delivering tools to track and monitor commercial performance, and experience building financial models.
• Strong experience with UML, including use cases, activity and state diagrams, process mapping, and workshops.
• Strong MS Excel skills with the ability to manipulate data from multiple sources efficiently.
• Experience using data visualisation tools such as Power BI or Tableau.
• Experience building models in Anaplan is preferred.
• Strong problem-solving skills with a continuous improvement mindset.
• Willingness to challenge the status quo and drive innovation through process or systems changes.
• Self-motivated with the ability to work with minimal supervision, strong attention to detail, and a flexible approach to managing competing priorities and deadlines.
• Ability to build relationships and communicate effectively with teams across the business.

The Business Finance Analyst produces and maintains performance tracking reports, short- and long-term forecasting models, and SaaS KPI reporting that guides strategy and decision-making across finance, Revenue Operations, Engineering, and Product teams. Partnering with budget owners and business leadership to support planning cycles, this role advances the financial clarity and scalability of forecasting processes that underpin organizational growth.

Key Deliverables

• Maintain and provide visibility of performance tracking reports, including business health reviews and sales efficiency and productivity metrics.
• Build and enhance short- and long-term forecasting models to support growth and ensure scalability of forecasting processes.
• Partner with budget owners and business leadership to support planning and forecasting.
• Provide financial expertise and strategic support, including assistance with new business opportunities.
• Partner with the wider finance team, Revenue Operations, Engineering, and Product teams to guide strategy and decision-making.
• Consolidate, standardise, and improve SaaS KPI reporting, and synthesise data to draw insights while ensuring all assumptions are challenged and understood.

Professional Experience

• University degree in Business, Finance, Economics, or a related field.
• 3+ years of relevant finance experience, with prior SaaS experience considered an advantage.
• Experience using NetSuite, Salesforce, or similar systems.
• Experience with data visualisation tools such as Tableau, Looker, or Power BI, with SQL or Python considered an advantage.
• Excellent verbal and written communication skills with the ability to explain technical solutions to stakeholders clearly.
• Resourceful, proactive, and able to work effectively both independently and as part of a team in a fast-paced environment.

Embedded within the commercial finance function, the Business Finance Analyst develops and maintains financial forecasts, plan-versus-actual analyses, and detailed annual P&L budgets across business, project, and product groups to support compliant and well-informed decision-making. Working closely with business unit heads, the sales team, and senior leadership, this role refines commercial processes and delivers the financial insight that drives continuous improvement at both department and company levels.

Areas of Ownership

• Monitor expenses and maintain controlling tools to support expense management.
• Prepare financial forecasts and plan-versus-actual analyses for a business, project, or product group, including detailed annual P&L budgets.
• Liaise with business unit heads and sales on bi-weekly project revenue and completion forecasts.
• Use and prepare financial processes to support the business and ensure compliance with procedures and processes within the organisation.
• Drive continuous process improvement at the department and company levels.
• Plan and control external added-value levels and operational risks.
• Agree on business objectives and prepare benchmarks for the business or function, drawing up a business plan accordingly.
• Provide relevant commercial information to support decision-making for business stakeholders.
• Analyse business problems and recommend corresponding solutions.
• Serve as the finance contact for the sales team on commercial issues, prepare bid requests and offers, and review project costing, cash flow, and P&L files.

Education & Experience

• Accounting or business-related university degree.
• At least 2 years of relevant commercial or working experience.
• Experience in the IT or service industry is an advantage.
• Business analyst experience in handling projects, budgeting, and monthly forecasting is an advantage.
• Advanced proficiency in Microsoft Excel, including VBA macros, and SAP is an advantage.

Reporting to the VP Head of Israel and the Director of Business Operations, the Business Finance Analyst oversees fixed costs, headcount, capital expenditures, and the quarterly forecast and annual budgeting process for the Israeli Digital Team as it expands its global digital portfolio. Partnering with Engineering and local accounting teams to build automated data pipelines and deliver executive-level financial models, this role produces the dashboards and investment analyses that track digital product performance and support capital allocation decisions.

Role Responsibilities

• Build dashboards and ad hoc reports to monitor and report on business health to executives, using Tableau, Excel, and SQL.
• Partner with Engineering to build and automate the data pipeline for digital products.
• Deliver financial models and decision support for key investments in the digital portfolio.
• Manage fixed costs, headcount, and capital expenditures for business partner groups, including reviewing and approving capital requests and purchase requisitions to ensure they have been budgeted.
• Lead the quarterly forecast and annual budgeting process, and create clear executive-level communication of forecasts and results, providing investment options and associated ROIs.
• Provide support for month-end close, including accruals and other close activities, followed by reporting actual results versus forecast with business partners.

Background & Experience

• Degree in Economics, Finance, Mathematics, or equivalent experience in a related discipline.
• At least 2 meaningful roles with experience creating and measuring business and product analytics and KPIs to report on business health to executives.
• FP&A experience is an advantage, with experience working closely with finance teams and data required.
• Exceptionally strong Excel and PowerPoint skills.
• Strong presentation skills in both Hebrew and English are required.
• Fast, high-quality execution of quantitative work with strong attention to detail and an intellectually curious, self-motivated approach.

Sitting at the intersection of global commercial business partnerships and small and medium business operations, the Business Finance Analyst manages data governance and reporting improvement processes that give regional and global leaders full visibility into their financials. Operating across global CBPs, regional SMB leaders, and local finance teams, this role crafts the monthly forecast cadence, fund management, and operating plan alignment that maximizes revenue recognition and ensures data quality across IV25 and SMB.

Job Functions

• Drive the monthly forecast process in alignment with global CBPs and regional SMB leaders, analysing key drivers and risks and opportunities.
• Drive closing analysis and support global CBPs to maximise revenue recognition.
• Participate in the operating plan process, including target setting, alignment with local and regional finance teams, and data quality management.
• Drive fund management, including the annual fund update, communication on fund usage, and ongoing queries.
• Manage the quarterly T&B dedication process.
• Oversee data governance management for IV25 and SMB.
• Drive reporting improvements.
• Support global CBPs with ongoing financial questions.

Minimum Qualifications

• Minimum 1–2 years of professional experience.
• Advanced knowledge of the MS Office suite.
• Ability to translate financial requests and instructions into language understood and executed by the commercial team.
• Advanced understanding of financial and budget processes and tools.
• Knowledge of operational processes and methodologies across multiple lines of business and applications.
• Excellent verbal and written communication skills in English.
• Ability to work effectively and collaboratively across functions, departments, geographies, and cultures.
• Curiosity and motivation to drive results.

A key member of the global finance team, the Business Finance Analyst develops analytical tools, financial models, and a global reporting and performance management platform that support monthly management reporting, forecasting, and strategic business decisions. Collaborating across business units and regional teams, this role advances data transparency and commercial performance by optimizing unit costs, inventory levels, and freight costs through rigorous financial analysis.

What You'll Do

• Drive and manage monthly management reporting.
• Support global financial forecasting and budget processes.
• Develop or improve analytical tools for business decisions, including modelling of commercial business cases, contracts, and financial performance.
• Provide recommendations for performance improvements based on business cases and financial analyses, including optimisation of unit costs, inventory levels, and freight costs.
• Develop the global reporting and performance management platform.
• Support projects and strategic initiatives related to improving data transparency for business decision-making.

Required Qualifications

• 2–5 years of relevant work experience, including relevant student roles.
• Advanced proficiency in Excel.
• Knowledge and experience with Microsoft Power BI is an advantage.
• Strong proficiency in English, both written and spoken, with excellent communication skills.
• Results-driven with a can-do attitude and a commitment to delivering high-quality output.
• Structured and analytical problem-solving approach with strong attention to detail and a holistic mindset.
• Enjoyment of working in an international environment across different cultures.