Updated: Mar 13, 2025 - The Finance Business Analyst manages the core internal revenue recognition engine, ensuring accuracy and compliance in financial reporting. This responsibility involves developing and refining financial models and automated queries to optimize financial operations and reporting frameworks. The analyst also engages with various functional teams to enhance financial insights, driving strategic decisions and operational improvements across the organization.


Tips for Finance Business Analyst Skills and Responsibilities on a Resume
1. Finance Business Analyst, Kinetix Solutions, Atlanta, GA
Job Summary:
- Responsible for monthly reporting related to costs and CAPEX spend
- Responsible for monthly closing activities, ensuring data accuracy and correctness
- Interpreting data and analyzing results for key stakeholders
- Budgeting and forecasting processes, and reporting development and automatization tasks
- Assisting in various reporting and finance-related tasks
- Analyse ‘As Is’ processes and systems to extract unique data elements and categorize these by Domain.
- Lead, coordinate and draft the ‘As Is’ state data taxonomy and glossary for Finance.
- Work collaboratively with inflight strategic programs Sure II, Digital Transformation Programme
- Agree and align definitions for Finance data elements in the ‘As Is’ state.
- Align and agree on an ‘As Is’ state Finance data taxonomy and glossary elements across all Domains.
- Provide subject matter expertise on reference/master data and hierarchy management.
- Provide operational decision-making support to key stakeholders within the business.
Skills on Resume:
- Financial Reporting (Hard Skills)
- Financial Analysis (Hard Skills)
- Budgeting and Forecasting (Hard Skills)
- Data Analysis (Hard Skills)
- Taxonomy Development (Hard Skills)
- Collaboration (Soft Skills)
- Subject Matter Expertise (Hard Skills)
- Decision Support (Hard Skills)
2. Finance Business Analyst, Greenway Logistics, Dallas, TX
Job Summary:
- Produce, review, analyze and provide insights for key stakeholders at month-end
- Assisting in the delivery of accurate and timely forecasts and budgets
- Analytical support to internal and external stakeholders to deliver on the strategic plan
- Provide insightful analysis using internal and external data (e.g. revenue, product, market, industry, trends)
- Deriving insights that will drive strategic business decisions
- Translate complex systems and data flows into relatable information for business teams
- Focus on process and continuous improvement of core projects through automation and process enhancement
- Provide business requirements and collaborate with internal teams on insights gathered through the analysis
- Create process documentation to communicate the ‘as is’ and ‘to be’ process
- Support key Finance initiatives and projects outlined in the yearly plan.
- Conducting a full review of the billing and invoicing process
- Support the creation of an operational enhancement roadmap based on lessons learned from the analysis performed.
Skills on Resume:
- Financial Analysis (Hard Skills)
- Forecasting and Budgeting (Hard Skills)
- Analytical Skills (Hard Skills)
- Data Analysis (Hard Skills)
- Communication Skills (Soft Skills)
- Process Improvement (Hard Skills)
- Requirement Gathering (Hard Skills)
- Reporting (Hard Skills)
3. Finance Business Analyst, Spectrum Analytics, Denver, CO
Job Summary:
- Become the basis for internal narratives and board-level presentations.
- Have ownership of the internal revenue recognition engine.
- Build and maintain automated queries generated from payment solutions.
- Provide leverage for the finance and accounting team through insights, narratives and increased automation/simplification.
- Modeling proforma reports with different scenarios/assumptions and long-term forecasts
- Ad hoc and periodic reports/presentations for the Board of Directors/Group Executive management
- Providing insights, assessing historic and current business performance, highlighting areas for improvement
- Partnering with other functional teams to develop and maintain on an ongoing basis financial and management reporting
- Identify integrity and process issues, measure performance KPI, and drive growth and expense savings through analysis and liaison with brands.
- Reports, presentations, and analyses related to investor relations (macro and market indicators, business analysis, shareholder base, brokers, conferences and roadshows)
- Become a subject matter expert on database queries related to all payments and finance tables, tax databases, and all financial performance metrics within the marketplace platform.
Skills on Resume:
- Financial Analysis (Hard Skills)
- Revenue Recognition (Hard Skills)
- Data Querying (Hard Skills)
- Strategic Insight Generation (Hard Skills)
- Financial Modeling (Hard Skills)
- Board-Level Communication (Soft Skills)
- Cross-Functional Collaboration (Soft Skills)
- Database Expertise (Hard Skills)
4. Finance Business Analyst, Quantum Financial, Seattle, WA
Job Summary:
- Sustain a working knowledge of volume and cost information sources, identifying continuous improvements to financial data collection and reporting processes
- Approve weekly management accounts, ensuring that checks are conducted and the result is agreed with the Finance Manager
- Support in the monthly production of client financial review reports and presentations
- Assist in ensuring invoices are raised accurately
- Ensure continuous development of the portfolio’s finance model
- Provide insightful and accurate information to all users of the Finance Performance Reports
- Produce weekly CEVA financial KPIs in line with the business control manual and assist in analysing and explaining the variations in KPI, budget and forecast performance
- Assist in the production of monthly outlooks, annual budgets and forecasts
- Identify opportunities for improvement within processes by developing business analyses, quantifying benefits and costs as appropriate and prioritising for review
- Work with finance teams to develop opportunities for change in processes and to challenge the status quo
- Research options for system-based solutions within Kennedys and outside
- Perform reviews and analyses of current processes using operational metrics and reports.
- Specific focus on providing analysis, insights, recommendations, and commentary to drive understanding of the business and improve decision-making
- Build relationships and partner with key stakeholders to provide timely, challenging, and insightful analysis of data to enable functions to make better-informed decisions
- Design and continuously improve metrics on operational efficiency
- Model, analyse and forecast financial and operational metrics that drive budgeting, forecasting and business decisions across the organisation
Skills on Resume:
- Data Analysis (Hard Skills)
- Financial Reporting (Hard Skills)
- Client Report Production (Hard Skills)
- Invoice Management (Hard Skills)
- Financial Modeling (Hard Skills)
- KPI Management (Hard Skills)
- Process Improvement (Hard Skills)
- Stakeholder Engagement (Soft Skills)
5. Senior Finance Business Analyst, Cedar Consulting, Boston, MA
Job Summary:
- Own strategic analysis, planning and scoping of interrelated complex initiatives
- Helping senior level stakeholders make informed decisions about which initiatives to tackle and how to tackle them
- Acting as consultant to senior stakeholders, helping them explore change possibilities in areas
- Lead on the development of domain level business architectures and the adoption of simplified operating models, business processes and applications
- Investigate, analyse, review, define, validate, and document business requirements
- Lead on the definition of the case for change and business case production
- Produce high-quality deliverables by selecting and applying the most appropriate methods, tools and techniques and following agreed standards for the selected delivery methodologies
- Manage project requirements, ensuring there is verifiable traceability between requirements, solution and testing
- Drive the full delivery lifecycle, ensuring requirements are properly understood and met by the delivered solution, ensuring appropriate prioritisation is applied to meet business objectives
- Facilitate the identification and documentation of non-functional requirements
- Support implementation to ensure that the change is embedded, and benefits realised
- Collaborate on the design and selection of solutions within agreed architectures and standards
- Coordinate the creation of user scenarios with the business and support testing with the allocated business users to enable the definition of UAT test scripts and business sign.
- Develop/provide input to project plans, resource plans and the selection/adoption of appropriate delivery methodology e.g. waterfall, agile
- Identify and regularly review resources required, call out resource shortfalls, and provide recommendations for resolution and RAID management
- Identify and implement opportunities for innovation and continuous improvement in business analysis methods and tools
- Proactively contribute to and support a Community of Practice
Skills on Resume:
- Strategic Planning (Hard Skills)
- Stakeholder Consulting (Soft Skills)
- Business Architecture Development (Hard Skills)
- Requirements Management (Hard Skills)
- Methodology Selection (Hard Skills)
- Lifecycle Management (Hard Skills)
- Solution Collaboration (Soft Skills)
- Resource Coordination (Soft Skills)
6. Finance Business Analyst, River Tech, Richmond, VA
Job Summary:
- Support development, testing and enhancement of Board Financial Planning tool
- Propose new enhancements that can streamline the process and add value to the business
- Create and develop Reports and Dashboards
- Data validation and consolidation at Business Unit level of monthly actuals loaded /Forecast/Strat Plan and Budget
- Document policies, procedures and work instructions related to the tool
- Hold workshops and engage Finance with using the tool to support Business
- Lead efforts to transform business requirements to optimize the effectiveness of financial reporting /Dashboards and support the business with a very strong focus on enabling analysis of data, takeaways and outlook.
- Understanding end-user requirements and translating these into functional specifications
- Developing an agreed roadmap of change/initiatives for Dynamics AX
- Operating within agreed project and change frameworks
- Engaging with, developing and managing relationships between all relevant parties, departments and stakeholders across the business
- Liaising between departments on developing long terms strategies and improvements
- Assist users in the project request process, including the filling of project request form to summarise business problem(s) and define the initial scope
- Help users to think of possible tools/process/system solutions to address gaps highlighted and these solutions should preferably be aligned to existing standards
- Sanity-check new project requests to minimise duplicate requests and extend the solutions to a broader cohort of users
- Facilitate end-users to develop test scripts and create test data with the help of users as appropriate
- Work with end-users to run user acceptance tests (UAT)
- Train and support users in the new functionalities
Skills on Resume:
- Tool Development (Hard Skills)
- Process Enhancement (Hard Skills)
- Report Creation (Hard Skills)
- Data Validation (Hard Skills)
- Policy Documentation (Hard Skills)
- Workshop Facilitation (Soft Skills)
- Stakeholder Management (Soft Skills)
- User Acceptance Testing (Hard Skills)
7. Finance Business Analyst, Apex Systems, Phoenix, AZ
Job Summary:
- Develop and evolve key reporting metrics (KPIs)
- Provide ongoing financial support and analysis to commercial teams to facilitate achieving channel and business objectives
- Develop seasonal product costing, profitability and forecasting model, with insights into pricing requirements
- Develop channel and cost centre specific profitability measures and reporting
- Provide analysis and commentary on month end and other periodic profitability
- Gather, analyse and present relevant sector information for comparative purposes
- Support roll out of improved cost control and forecasting capabilities
- Assist in annual budgeting process, periodic Strategic Reviews and rolling re-forecasting.
- Working closely with the Business Analysis, Technology, Accounting and Tax teams, to analyse and document the As-Is processes for all financial aspects as well as develop the To-Be processes.
- Analyse and document business processes, as well as solutions to complex business areas
- Liaise with and communicate between stakeholders, third party IT suppliers, and the development team throughout the course of the development lifecycle
- Gather business requirements for IT projects and assess the impacts of changing requirements
- Create test scenarios and work alongside the QA analyst
- Play as the key interface among the local Finance and Business Intelligence Team
- Provide essential communication, documentation, QA testing and system support for daily operations and projects
- Troubleshoot system-related issues
- Manage across multiple user groups' needs, concerns and issues regarding changes, enhancements, fixes
- Prioritize reporting timelines based on the financial impacts
- Ensure the reports are delivered on time with a high level of accuracy
Skills on Resume:
- KPI Development (Hard Skills)
- Financial Analysis (Hard Skills)
- Profitability Analysis (Hard Skills)
- Sector Analysis (Hard Skills)
- Process Documentation (Hard Skills)
- Stakeholder Liaison (Soft Skills)
- QA Testing (Hard Skills)
- System Troubleshooting (Hard Skills)
8. Finance Business Analyst, Blue Sky Analytics, Sacramento, CA
Job Summary:
- Resolve key business issues and problems by delivering solutions and recommendations based on sound analysis
- Delivery effective financial and business analytical support for divisional projects/business
- Provide financial analysis to support performance information and plans
- Analyse and review financial and business information effectively for business insights
- Develop, test and share new analytical methods and practices
- Build and develop strong relationships with key business and finance stakeholders
- Ensure Finance Business Analysts and the relevant Finance teams are informed of issues, analysis and decisions that impact them or require support/views
- Analyze operational and technical information to identify and develop recommendations for improvements in Finance systems and applications.
- Effectively interface between Finance and IT to facilitate communication.
- Add business value by delivering working products, with quality and on time, based on agreed-upon release dates.
- Collaborate with business users to ensure all project requests meet the specifications, recommending changes to specifications
- Implement advanced strategies for gathering, reviewing, and analyzing requirements.
- Assist with the prioritization of requirements and creating future state designs.
- Create and formulate various reports that detail important aspects of the bank’s financials for Central Banks and other regulators
- Identify and analyze relevant data and develop an understanding of trends in order to provide insights and direction to management
- Act as a valuable source of information to Local Finance teams, including Financial Control, Treasury and Risk Departments (e.g. audits, regulatory inquiries)
- Identify control improvement opportunities
- Take part in process migration, efficiency and innovation projects
- Engage in developing insightful management reports, performance monitoring, and metric dashboards
Skills on Resume:
- Problem Solving (Soft Skills)
- Financial Analysis (Hard Skills)
- Insight Analysis (Hard Skills)
- Method Development (Hard Skills)
- Relationship Management (Soft Skills)
- Cross-functional Communication (Soft Skills)
- Project Management (Soft Skills)
- Control Improvements (Hard Skills)
9. Finance Business Analyst, Heritage Solutions, Charlotte, NC
Job Summary:
- Holistic analysis of business situations to define problem statement and high-level requirements of the project demand.
- Evaluation of options to inform business case production.
- Support the development of appropriate project documentation.
- Work with Domains Owners, Product Owners, Project Leads and SMEs to capture high level and detailed level business requirements and document, including as-is processes and to-be processes, functional and non-functional requirements.
- Undertake complex research and analysis to develop requirements in the necessary format
- Determine and use best practices to define effective solutions to meet business requirements and solve complex business and IT problems and issues, including acting on the wider business implications of change to current and future systems
- Input into overall test strategy and planning, and support documentation of User Acceptance Test Cases.
- Support systems testing activities and multi-business stakeholders during User Acceptance Testing, including supporting defect management.
- Identify and assist in delivery of opportunities for test automation.
- Support other business implementation work on the project and lead implementation activities to ensure the project is successfully completed, e.g. procedures documentation and training.
- Ensure that planned deliverables meet the expectations of the end user and customer.
- Ensure that necessary training, communications and handover activities are completed as deliverables are transitioned into the Business areas.
- Support/Run Agile events as necessary including Daily Stand-up, Sprint Planning, Sprint Retrospective
- Utilize and create financial models to assist in the creation and analysis of financial reports
- Ensured data integrity, maintained and updated multiple databases
- Utilize financial models to develop pricing and billing arrangements
- Track and report pricing and billing trends
- Perform in-depth client, industry, market, and competitor research
- Prepare other reports as requested by senior management
Skills on Resume:
- Business Analysis (Hard Skills)
- Requirements Documentation (Hard Skills)
- Complex Research (Hard Skills)
- Solution Design (Hard Skills)
- Test Strategy Planning (Hard Skills)
- User Acceptance Testing (Hard Skills)
- Agile Event Management (Soft Skills)
- Financial Modeling (Hard Skills)
10. Finance Business Analyst, Orion Strategies, Indianapolis, IN
Job Summary:
- Assist with the production and collation of timely and accurate management accounts, providing an accurate financial representation of each business units’ financial performance during the period.
- Update and maintain historical financial data, and relevant chart of accounts to meet business needs.
- Develop bespoke reports/dashboards on KPIs (revenue, cost, and other financial indicators) for different budget holders and compare against budget
- Work with IT to explore better data visualisation options (e.g., PowerBI) to improving data cleaning process and reports delivered to Executives and different budget holders
- Assist in the production of budgets and reforecasts, working with the FP&A Director in providing the data necessary for accurate reporting.
- Share deep domain/process expertise across Shopbop
- Produce, review, analyse and provide insights for key stakeholders at month-end
- Assisting in the delivery of accurate and timely forecasts and budgets
- Analytical support to internal and external stakeholders to deliver on the strategic plan
- Provide operational decision-making support to key stakeholders within the business.
- Identify integrity and process issues, measure performance KPI's and drive growth and expense savings through analysis and liaison with brands.
- Ensuring the successful transition & embed of the new labour solution as well as ongoing management of its success.
- Business partnering with the Workforce Management team allowing for open communication & collaboration.
- Support the business in labour comparison analysis as transition to new labour standards & technology.
- Support business partners with weekly, monthly and quarterly re-running of labour budgets inline with the project's rollout plan.
- Be responsible for impact analysis of TEC drivers, and return on investment through ongoing insight reporting.
- Manage ad hoc BAU requests relating to the labour transition & ongoing embed.
- Improve team ways of working by introducing innovative analysis, systems efficiencies, improving processes and providing constructive challenge to all areas
- Support managers with weekly, monthly and quarterly reporting requirements and the analysis of financial performance
- Define solutions to automate and improve TEC reporting in line with new systems & technology.
Skills on Resume:
- Management Accounting (Hard Skills)
- Data Maintenance (Hard Skills)
- KPI Reporting (Hard Skills)
- Data Visualization (Hard Skills)
- Budgeting (Hard Skills)
- Process Expertise (Soft Skills)
- Analytical Support (Hard Skills)
- Business Partnering (Soft Skills)
11. Finance Business Analyst, Summit Finance Group, Columbus, OH
Job Summary:
- Assist in process improvement initiatives by gaining a profound understanding of the accounting principles and business processes and be able to follow through by partnering with the IT Development team and other departments within the business
- Preparation of recurring and ad-hoc journals in a timely and accurate manner
- Preparation of monthly balance sheet reconciliation
- Ensured the accuracy of the general ledger to enable the preparation of monthly management accounts
- Ensure the accuracy of funded and off-balance sheet trades in the Treasury system
- Preparation of BAS and FBT returns
- Preparation of various ABS surveys in accordance with deadlines
- Review the accounts payable for data input accuracy, coding, authorisation, and valid tax invoices
- Preparation of various surveys, including ABS in accordance with deadlines
- Help with the preparation of management accounts and various other ad-hoc finance tasks as required by the business.
- Build and maintain effective business relationships with stakeholders to drive commercial excellence for sustainable and profitable growth
- Support and partner with cross-function units on key business initiatives and projects at the local and regional level
- Gather and analyse data, build statistical models and translate quantitative insights into strategic recommendations
- Extensive financial analysis and modelling to support new business opportunities in the region
- Conduct commercial and financial reviews, provide advice and assurance to the management on key strategic decisions and reduce financial and operational risks
- Present actionable findings to the leadership team on decision making
- Assist in the budget & reforecast and cashflow forecast process
- Develop, maintain and distribute as-hoc reports and financial models
- Manage payroll and HR related matters
Skills on Resume:
- Process Optimization (Soft Skills)
- Journaling (Hard Skills)
- Reconciliation (Hard Skills)
- Ledger Accuracy (Hard Skills)
- Data Modeling (Hard Skills)
- Relationship Management (Soft Skills)
- Financial Analysis (Hard Skills)
- Reporting (Soft Skills)
12. Finance Business Analyst, Pinecrest Technology, Nashville, TN
Job Summary:
- Build and maintain the planning models to help measure business performance and allow for strong decision making.
- Work with the commercial teams to understand new business case requirements and perform scenario analysis
- Work with the accounting teams to help produce and maintain customer and product P&Ls in an automated fashion.
- Work closely with finance & business teams to ensure projections are as accurate as possible.
- Help develop and manage financial models used for budgets and forecasts.
- Assist in developing monthly reporting, increasing focus on commercial activities and drivers for variances.
- Assist in managing the budget and forecast process,s ensuring all inputs are received, correct and on time.
- Provide adhoc analysis to support business decisions.
- Provide thought leadership on financial analysis and modeling tools for NCG and its members.
- Prepare financial forecasts and pro forma financial statements for co-op expansion and acquisition projects.
- Support NCG members in preparation of operating budgets using NCG Operating Budget tool.
- Develop enhanced budgeting and/or other finance tools for NCG’s member co-ops.
- Monitor members’ financial position to assess credit risk for guaranteed payables.
- Support the implementation of solutions to finance department operational challenges for NCG and its members.
- Support member adoption of NCG finance preferred practices and generally accepted accounting principles.
Skills on Resume:
- Financial Modeling (Hard Skills)
- Scenario Analysis (Hard Skills)
- Automated Reporting (Hard Skills)
- Accuracy Assurance (Soft Skills)
- Variance Analysis (Hard Skills)
- Budget Management (Hard Skills)
- Decision Support Analysis (Hard Skills)
- Stakeholder Collaboration (Soft Skills)