FINANCIAL BUSINESS ANALYST JOB DESCRIPTION

When enterprise cost structures shift faster than the finance team can explain them, decisions get made on gut feel instead of evidence. Financial Business Analysts in mid-to-large corporate environments own the analytical layer that closes that gap, translating ERP data, variance reporting, and FP&A cycle outputs into recommendations that operating leaders can act on. The role carries direct accountability to both the CFO function and the business units it supports, a dual-stakeholder position that demands equal fluency in financial modeling and cross-functional communication. Budgeting cycles, forecasting runs, and BI tool development all fall within scope.

The mandate of the Financial Business Analyst is to deliver decision-ready financial insight across the full planning and reporting cycle, from budget preparation through variance explanation and forecast refinement. Working across Finance, Sales Operations, and IT, this analyst serves as the analytical counterpart to business unit leadership, translating complex data sets into clear recommendations that support cost control, revenue growth, and strategic planning.

Career Impact: Ownership of FP&A deliverables at the business-unit level, including P&L analysis, forecast modeling, and KPI dashboard development, builds the quantitative and commercial credibility that accelerates progression to Senior Analyst or Finance Manager roles.

Business Impact: The financial models and variance analyses produced in this role directly inform capital allocation decisions and operational priorities reviewed by CFOs and segment leadership, making the quality of this work visible at the executive level.

Growth Opportunity: Hands-on exposure to ERP implementation projects and BI tool development expands this analyst's technical profile beyond traditional finance, increasing market value across both FP&A and financial systems career tracks.

• Develop and maintain financial models supporting budgeting, forecasting, and scenario analysis across business units.
• Analyze actuals against budget and prior-year results, identifying variances and preparing clear explanations for leadership review.
• Partner with Finance, Sales Operations, and IT to gather business requirements and translate them into reporting solutions and process improvements.
• Build and maintain KPI dashboards and financial reporting tools that provide operating teams with timely visibility into revenue, margin, and cost performance.
• Support ERP and financial systems implementation projects, including requirements documentation, user acceptance testing, and go-live monitoring.
• Prepare monthly, quarterly, and ad hoc financial reports and executive briefings that synthesize complex data into actionable recommendations.
• Identify and implement automation and process improvement opportunities across recurring reporting and forecasting workflows.
• Conduct variance analysis, profitability assessments, and ROI evaluations to support investment decisions and cost containment initiatives.

• Bachelor's degree in Finance, Accounting, Economics, or related field, or equivalent work experience.
• 3 or more years of financial analysis or FP&A experience, with demonstrated involvement in budgeting, forecasting, and variance reporting.
• Proven ability to build financial models and perform quantitative analysis in support of business decision-making.
• Experience gathering and documenting business requirements in cross-functional project or systems implementation contexts.
• Strong understanding of P&L structure, cost accounting principles, and standard financial reporting frameworks.
• Demonstrated ability to communicate complex financial findings clearly to both finance and non-finance stakeholders.
• Ability to manage multiple concurrent deliverables under deadline pressure with a high degree of accuracy and attention to detail.

• Experience supporting or participating in ERP system implementations, upgrades, or data migration projects within a finance function.
• Familiarity with business intelligence and data visualization platforms in a financial reporting context.
• Advanced degree in Finance, Business Administration, or a related field, or progress toward CPA or CFA designation.
• Prior exposure to Quote-to-Cash processes, including contract management, billing, and revenue recognition workflows.

• Forecast accuracy rate, measured as variance between submitted forecasts and actuals at period close.
• Budget cycle on-time completion rate, tracking delivery of planning submissions against finance calendar deadlines.
• Variance explanation turnaround time, measuring days from period close to completed commentary for leadership review.
• Dashboard adoption rate among business unit stakeholders, reflecting uptake of self-service reporting tools built by this role.
• Requirements documentation acceptance rate on systems projects, measuring rework cycles before developer sign-off.
• Typical tools: ERP platforms (commonly NetSuite or SAP); BI and visualization tools (commonly Tableau or Power BI); advanced Excel.

• Base Salary Range: $75,000 to $105,000 annually, depending on experience and industry sector
• Bonus: Annual performance bonus typically ranging from 8% to 15% of base salary
• Equity: Rare at this level; may be offered at larger firms or high-growth companies
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by organization
• PTO: 15 to 20 days annually, plus standard US public holidays
• Common Perks: Hybrid work flexibility, professional development budget, tuition reimbursement, 401(k) with employer match

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

Successful completion of a background check is a condition of employment for this position. All qualified applicants will receive equal consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations will be made available to individuals with disabilities upon request. Candidates must be authorized to work in the United States before commencing employment.

The Financial Business Analyst owns analytical reporting and financial insights across business segments, including full development and maintenance of Oracle PBCS reporting, standardized KPI dashboards, and budget tracking. Reporting to segment Vice Presidents and collaborating with operations and finance leadership, this role shapes capital and resource allocation decisions that drive profitability across product lines and facilities.

Key Responsibilities

• Provide analytical support and financial insights to business segment leadership.
• Conduct market analyses and analyze product lines and overall business profitability.
• Develop standardized processes for customer reporting, KPI dashboards, and data quality metrics.
• Develop and take ownership of all analytical reporting in Oracle PBCS.
• Support the preparation, execution, and monitoring of operations and facilities and equipment budgets.
• Track budgets and tasks across fiscal years, including authorizations, appropriations, commitments, obligations, and expenditures.
• Develop, coordinate, and track budget instruments, including Service Order Agreements, Program Scope Agreements, and Project Level Agreements.
• Analyze program budgets and provide budget reports, including analysis of budget adjustments due to program changes.
• Prepare daily, weekly, and monthly financial status and reporting documentation, incorporating spreadsheets, charts, briefings, and progress reports.
• Initiate Purchase Requests, Purchase Orders, and Purchase Authorizations for approval using approved systems.
• Support the preparation of capital investment plans, resource planning documents, and related financial documents.
• Develop program travel budgets and plans, reconcile and revise plans against actual travel expenditures, and prepare status and affordability reports.
• Perform business data analytics using Tableau and other analysis tools.
• Support business process reengineering, including developing requirements and technical and reporting solutions.

Required Qualifications

• Bachelor's degree required.
• 8 years of relevant experience as a Financial Business Analyst.
• Experience working on large-scale projects as well as handling day-to-day operational requests.
• Demonstrated project management experience.
• Strong background in data analysis, including proficiency with SQL and Microsoft Excel.
• Ability to analyze and synthesize business requirements, including recognizing patterns and conceptualizing processes.
• Ability to successfully manage multiple tasks concurrently.
• Understanding of indices, fundamentals, analytical data, and returns-level data.

Embedded within the finance technology function, the Financial Business Analyst serves as the subject matter expert on the consolidation system and leads monthly reconciliation between legacy and incoming ERP platforms during a major two-year transformation. Working closely with Finance and IS teams, billing and collections stakeholders, and external system vendors, this role delivers system improvements, user training, and reporting tools that maintain financial data integrity throughout the transition.

Key Deliverables

• Lead the digitization of reporting across finance.
• Act as the finance point of contact for finance system queries and training.
• Identify and implement system and process improvements associated with financial reporting and finance applications.
• Provide support for new ERP implementation, including data cleanse and mapping.
• Manage projects involving Billing, Accounts Receivable, and Collections, including implementations, upgrades, customizations, reports, and other development within finance technology.
• Serve as the first point of contact for supporting Billing, Accounts Receivable, and Collections areas of finance and assist with troubleshooting issues.
• Work with users to define the business case for future developments and customizations, and create specification documentation for vetted development.
• Liaise with Finance and IS to support, develop, and implement tools for disseminating finance information via reports, inquiries, and dashboards.
• Proactively identify opportunities for new or improved use of financial systems' functionality and recommend best practices.
• Coordinate testing of newly developed customizations for Billing, Accounts Receivable, and Collections.
• Report, track, and resolve application problems and technical issues with finance system vendors.
• Manage, plan, and execute global training-related tasks for Billing, Accounts Receivable, and Collections.
• Assist with software upgrades for all financial systems.

Qualifications & Experience

• Bachelor's degree desirable.
• 8+ years of relevant experience, ideally obtained in a law firm environment.
• Experience in developing best practices and updating or creating solutions in Elite Design Gallery.
• Extensive knowledge of law firm finance technology, specifically Billing, Accounts Receivable, and Collections, including Elite Enterprise, 3E, and/or Aderant, time capture products, collections products, and document management.
• Strong accounting skills, including those related to international operations and intercompany transactions.
• Strong SQL and SSRS skills.
• Exemplary project management skills.
• Strong verbal and written communication skills.

Reporting to finance and IT leadership, the Financial Business Analyst serves as the primary cross-functional liaison between Finance, IT, and Sales Operations on ERP implementations and automation initiatives, including end-to-end Quote to Cash process optimization. Partnering with development teams to translate business requirements into tested, implemented solutions, this role enables operational efficiency and accurate revenue accounting across the organization.

Core Functions

• Serve as a key point of contact with cross-functional teams, including Finance, IT, and Sales Operations, on various automation initiatives.
• Collaborate with cross-functional teams to gather business requirements, facilitate business process discussions, and produce requirement documentation.
• Collaborate with IT teams to implement business automation requirements.
• Assist with test case design, user acceptance testing, test result documentation, bug tracking, project status reporting, and go-live monitoring.
• Support finance project management and track projects from original conception through final implementation.
• Perform analytical deep-dives for key report testing.
• Track post-go-live issues and follow escalation processes to ensure timely resolution.
• Identify and assist with process automation initiatives.

Education & Experience

• Bachelor's degree in Accounting, Information Systems, or a related field.
• Minimum of 3 years of experience in Accounting or Financial Systems.
• Minimum of 3 years of progressive experience within financial systems with a focus on Quote to Cash processes, including implementations and business analysis projects.
• In-depth understanding of Quote to Cash operations, including quoting, contract management, provisioning, billing, revenue accounting, and collection.
• Experience working with NetSuite, Salesforce, or other major ERP systems.
• Experience with a Business Intelligence tool such as Tableau preferred.
• Strong Microsoft Office skills, including Excel, Word, and PowerPoint, as well as experience with Google Docs, Sheets, and Slides.
• Strong problem-solving, planning, quality control, adaptability, and customer service skills.
• Solid verbal and written communication skills, with the ability to communicate complex information clearly and concisely.
• Ability to work independently and seamlessly with cross-functional teams while managing and prioritizing multiple projects.

Sitting at the intersection of financial planning and business intelligence, the Financial Business Analyst drives high-quality finance reporting for the European TV and Audio business, taking direct ownership of cost variance analysis, KPI dashboards, and periodic P&L, balance sheet, and cash flow reporting. Operating across regional and functional leadership teams while reporting to the FP&A Manager in Amsterdam, this role advances BI capabilities that enable data-driven decision-making throughout the finance organization.

Primary Duties

• Act as a business partner with regional and functional leadership teams, understanding their needs and prioritizing accordingly.
• Take ownership of cost variance analysis and contribute to the forecasting and budgeting process and KPI reporting.
• Enable clear, concise, timely, and accurate periodic finance reporting, including P&L, balance sheet, and cash flow, to stakeholders.
• Conduct in-depth analysis on revenue, margin, and operational spending.
• Develop Business Intelligence solutions that improve end-user experience of financial and performance reporting, including financial KPI dashboards.
• Support the implementation of data analytics tools to create data-driven insights by integrating various sources, databases, and user interfaces.
• Support the implementation of Business Planning and Consolidation tools into the finance organization.
• Support the finance team with the design and maintenance of data structure and process flow, ensuring data integrity, especially during the closing cycle.

Skills & Qualifications

• Master's degree in Finance, Economics, Business Administration, Data Science, Accounting, or a similar field.
• At least 3 years of experience in FP&A, business control, consulting, or identical roles.
• Experience in reporting and BI analytics tools.
• Knowledge of SQL, QlikView, and database design.
• Knowledge of and affinity with ERP systems, reporting, and BI analytics tools.
• Advanced-level Excel skills.
• Strong analytical and problem-solving skills.

A key member of the Vodafone Portugal finance team, the Financial Business Analyst leads holistic financial analysis across Revenue and Direct Cost areas for the Mobile and Fixed Enterprise business, ensuring high-quality business cases and actionable recommendations reach the PT Board and Vodafone International Headquarters in London. Collaborating across enterprise business units and financial leadership, this role builds the financial insight that underpins strategic planning and operational efficiency for the enterprise segment.

Scope of Work

• Support decision-making by ensuring high-quality and robust business cases complemented with clear and actionable recommendations.
• Prepare and analyze budgets and forecasts, challenge business unit inputs, and develop high-quality, ambitious, and realistic financial plans based on in-depth business knowledge.
• Ensure insightful explanations of actuals, including deviations from budget and trends and seasonality of enterprise business drivers.
• Develop reporting that drives improvements in business strategy and operational efficiency.
• Proactively suggest improvements and changes within the team and the business.

Requirements

• University degree and master's in Management, Finance, or Economics.
• Minimum of 2 years of professional experience.
• International experience, academic or professional, is a plus.
• Advanced MS Office skills, with a strong focus on Excel.
• Fluency in spoken and written business English.

Accurate profitability forecasting and capital structure analysis across Level Four entities, products, and services depend on the Financial Business Analyst, who builds financial models, pro formas, and budget frameworks that support performance management and strategic decision-making across the company. Serving as the internal analytical resource for finance leadership and executives, this role maintains the company's financial plan, tracks actuals against forecasts, and produces investment and pricing analyses that drive measurable business outcomes.

Role Responsibilities

• Analyze financial results, forecasts, variances, and trends to support growing financial performance.
• Develop financial models to support valuation, planning, and forecasting.
• Reconcile existing transactions through cross-referencing of incoming and outgoing data.
• Conduct comparables analysis and market research to support internal financial analysis.
• Maintain up-to-date technical knowledge of financial instruments, market conditions, and trends.
• Perform profitability analysis on producing employees and advisors, as well as operations, productivity, and business unit P&L analysis.
• Perform investment analysis, capital outlay ROI, and financial performance analysis, including actual to budget, year-over-year, and by business unit.
• Analyze business development pipeline data and perform product and services pricing analysis.
• Automate and streamline business processes, including the creation of standard and ad hoc reports and tools.
• Participate in the creation of recruiting proposals and pro formas.
• Create recommendations to be presented to management and executives.

Background & Experience

• Bachelor's degree in Accounting, Finance, or Economics required.
• 3–5 years of business finance or other relevant experience in a quantitatively focused role.
• High proficiency in financial modeling techniques and strong fluency with Excel formulas and functions.
• Experience utilizing Salesforce for reporting and analysis preferred.
• Strong analytical and data-gathering skills.
• Good business acumen with the ability to work independently and streamline functions.
• Strong interpersonal communication and problem-solving skills.

As the Financial Business Analyst supporting Baird Advisors and the Baird Funds, this role covers financial analysis including AUM and revenue trending, profitability calculations for new business relationships, quarterly client fee invoice generation, and advisory fee oversight in coordination with the fund services provider. The advisory team relies on this work to manage risk, support business development, and maintain operational efficiency across Finance, Compliance, Legal, and other firm functions.

What You'll Do

• Perform financial analysis, including AUM and revenue trending, financial projections and reporting, budgeting, and strategic planning.
• Calculate profitability of new business relationships, distribution channels, and products.
• Generate quarterly client fee invoices and calculate recurring referral payments.
• Participate in finance and operational discussions and analysis to implement process and systems improvements that increase efficiency and enhance financial reporting.
• Work closely with the fund services provider to ensure timely review and payment of all advisory fees and fund expenses.
• Understand operational, trading, client communication, and reporting functions to assist with risk management and business development.
• Serve as a liaison between the advisory team and other areas of the firm, including Finance, Compliance, Legal, Marketing, Operations, and HR.
• Assist in the preparation and execution of the annual institutional investors conference and other large client events.

Professional Experience

• Bachelor's degree in Accounting, Finance, or Business.
• Minimum 3.0 GPA and 0–3 years of related experience in the financial services industry.
• Solid understanding of corporate and market finance principles, with the desire and ability to become Series 7 and Series 66 licensed within one year.
• Strong technology skills with proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook, and the ability to quickly master internal systems and applications.
• Strong interpersonal communication skills, both oral and written, with the ability to build relationships at all levels.
• Attention to detail, accuracy, and reliability, with a drive for continuous improvement and the ability to meet strict deadlines.
• Organizational and time management skills with the ability to work independently, complete multiple concurrent responsibilities, and take initiative.
• Problem-solving and analytical skills with a desire for continual learning and process improvement.
• Ability to work well in a team-oriented environment focused on providing superior service.

Financial Business Analyst advances technology capabilities across Middle Office and Controllers functions, leading full-cycle SDLC projects encompassing requirements gathering, development coordination, QA testing, user training, and ongoing support for investment accounting and reconciliation platforms. Success in the position means key stakeholders in the Middle Office and Controllers teams receive robust technology solutions, optimized system use, and expert escalation support grounded in deep knowledge of fund accounting platforms such as FIS VPM.

Areas of Ownership

• Work with middle office and controllers professionals to understand and produce business and functional requirements, and collaborate with development teams to implement solutions.
• Work with internal resources and application vendors to establish the appropriate development approach and timeline.
• Track and maintain project plans, risk matrices, issues lists, and all related project artifacts to ensure successful implementation.
• Communicate effectively with stakeholders and build relationships on a continuous basis.
• Develop test cases and participate in QA testing.
• Develop end-user training materials and deliver training to a broad user base.
• Assist with the analysis of middle office platform processes and capabilities and the ongoing development of a technology strategy.
• Partner with the business to ensure SLAs and other key metrics are met or exceeded, and identify best practices for optimizing system use.
• Act as an escalation point for support issues and serve as a technical subject matter expert.

Technical Qualifications

• Advanced degree from a top university strongly desired.
• PMP Certification is a nice-to-have.
• 15 or more years of full-cycle industry experience with SDLC methodologies and approaches, including refining business requirements and defining functional specifications.
• Deep understanding of middle office and controller functions, including investment accounting, reconciliation, and cash management.
• Experience with a leading fund accounting platform required; FIS VPM strongly preferred.
• Experience with Business Analysis methodologies, use case modelling, and user stories.
• Experience working with data warehouses and business intelligence platforms.
• Technical experience with application infrastructure, including servers, databases, and networking.
• Knowledge of credit instruments, including bank loans, bonds, and derivatives.
• Experience with SQL preferred.
• Excellent conceptualization, analytical, and logic skills.
• Excellent communication skills, with the ability to work with business users and technical staff.
• Demonstrated ability to prioritize and deliver multiple projects on time and within budget.
• Ability to thrive in a high-intensity, fast-paced environment while being a solid team player with a strong work ethic.

The Financial Business Analyst produces accurate IT spend reporting, budget forecasts, and executive-level budget presentations that inform capital and operating expense decisions across the organization. Reporting to Finance and IT leadership while collaborating with cross-functional teams on process improvement projects, this role ensures financial systems are maintained to deliver timely variance analysis and sound business decisions for the technology function.

Key Responsibilities

• Participate in the annual IT budget planning process and assist in designing effective budget models and planning processes.
• Conduct monthly budget meetings with IT leadership and Finance to discuss variances, progress, issues, and upcoming deliverables.
• Develop and manage a budget forecast process for both capital and operating expense budgets.
• Ensure financial systems are updated to deliver accurate and timely IT spend reporting.
• Create budget presentations for executive-level management.
• Lead or play a key role in financial process improvement projects, working on cross-functional teams.
• Identify opportunities for efficiencies and improvements to processes, controls, and technology systems.
• Perform variance analyses and follow-up investigations, and suggest problem resolutions.

Position Requirements

• Bachelor's degree in Finance, Accounting, or equivalent required./
• Advanced degree in Finance or Business desirable.
• Minimum of 5 years of financial experience.
• Experience in development and reporting for IT or telecom budgets highly desirable.
• Experience in healthcare highly desirable.
• Experience with Apptio report creation and administration highly desirable.
• Experience with Strata, Lawson, Workday, and ServiceNow highly desirable.
• Experience with data visualization and reporting tools, including Business Objects, Power BI, and Tableau.
• Excel super-user proficiency, including VLOOKUPs, pivot tables, and Power Query.
• Solid understanding of financial tools, analytical methods, forecasting methods, and data analysis.
• Ability to communicate financial and budgeting information clearly to senior management and across organizational levels.
• Detail-oriented, self-starter able to work with minimal direction and manage multiple priorities simultaneously.

Embedded within the finance function, the Financial Business Analyst develops automated accounting applications, manages key financial measurements including revenue and cash, and produces investment recommendations and forecast models that support leadership decision-making. Working closely with finance management and reporting to analytical and operational stakeholders, this role translates complex economic and market data into clear, actionable insights that improve investment outcomes and business performance.

Core Responsibilities

• Assist in the preparation of financial reports and draw charts and graphs to illustrate technical reports.
• Perform data entry, verification, and backup, and maintain the database.
• Develop automated accounting applications to improve productivity.
• Manage and coordinate key financial measurements, including revenue, gross profit, expense, profit, and cash, and advise on cost-reducing techniques.
• Interpret data on yield, price, future investment risk trends, stability, economic influences, and other factors affecting investment programs.
• Monitor variances, track receivables, and follow up on discrepancies.
• Conduct business studies and review accounts, vendor reports, contractual terms, prices, and market oscillations.
• Recommend investments and timings, and prepare action plans for investment using financial analysis.
• Analyze financial performance, develop forecast models, and perform budget and cost analysis.
• Perform risk assessments and evaluation of due taxes.
• Present verbal and oral reports on general economic trends, individual corporations, and whole industries.
• Maintain confidentiality of financial information, investment decisions, and other assigned tasks.

Knowledge, Skills & Abilities

• Report writing experience preferred.
• Previous benefits administration experience preferred.
• Strong proficiency in Microsoft Excel, including pivot tables and VLOOKUPs.
• Outstanding analytical skills with strong attention to detail and accuracy.
• Strong interpersonal and communication skills, both oral and written.
• Ability to translate complex data into easily understandable and actionable information.
• Capability to manage multiple tasks and projects simultaneously without compromising quality.
• Highly organized with the ability to work well within time constraints.

Reporting to finance leadership, the Financial Business Analyst refines financial modeling and cost analysis tools that give sales and finance leadership full visibility into pipeline growth, quota attainment, and profitability across operations. Partnering with sales management and executive teams to deliver weekly forecasts, win-loss reporting, and monthly performance trends, this role enables the data-driven planning that supports business growth and budget accountability.

Day-to-Day Responsibilities

• Perform profitability, cost, and return on investment analysis of critical operations.
• Develop and analyze income statements, balance sheets, and cash flows.
• Track and analyze key metrics, including pipeline growth and quota attainment.
• Collect, consolidate, and generate weekly sales forecasts with a month and quarter focus, and roll up numbers to sales management.
• Compile key performance against budget information for management review, and report approved plans to Finance for processing.
• Proactively analyze win-loss data and report on key findings to company leadership.
• Maintain financial projections, metrics, operating ratios, and performance trends for monthly executive review.

Experience & Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• CPA or CFA preferred; Series 7 or Series 63 license preferred.
• 3 or more years of financial analysis experience with a background in accounting and finance.
• Demonstrated experience in business and financial analysis, research, and reporting.
• Proficiency in Microsoft Excel and PowerPoint.
• Excellent verbal and written English communication skills.

Sitting at the intersection of financial risk management and pharmacy benefit analytics, the Financial Business Analyst models client contract risk, supports retail network management, and delivers rebate and pricing analysis that protects revenue and cost of goods sold across the PBM business. Operating across trade relations, client contract management, and business intelligence functions using Tableau, this role strengthens the financial controls and performance metrics that underpin client lifecycle management and enterprise profitability.

Activities

• Analyze and report on client performance as it relates to price point contractual guarantees.
• Model risk management strategies to mitigate potential liabilities.
• Ensure client contracts align with marketplace and corporate commitments.
• Document and assist in managing client contractual guarantees.
• Provide analytics to support retail network management and rebate analysis.
• Support trade relations with insights and performance metrics to better manage revenue and cost of goods sold.
• Utilize Tableau for business intelligence data visualizations and trending.

Minimum Qualifications

• Bachelor's degree required; MBA or CPA preferred but not required.
• Prior PBM pricing, financial analysis, or equivalent function highly preferred.
• Previous pharmacy industry experience.
• Familiarity with drug data systems, including Medispan, First DataBank, and NCPDP, is a strong plus.
• Understanding of PBM basics, finances, client contract management, retail networks, specialty pharmacies, rebates, pricing options, revenue management, cost of goods sold, risk management, and client lifecycle management preferred.
• Strong work ethic required.

A key member of the aftermarket engine maintenance contracts team, the Financial Business Analyst oversees the full financial lifecycle of maintenance contracts, including profitability evaluation, monthly reconciliations, and invoice billing approval, while acting as a business partner to the sales team during contract approvals and renewals. Collaborating across the customer management and internal controls functions, this role develops the financial oversight and audit coordination that safeguards contract integrity and margin performance.

Accountabilities

• Evaluate contract profitability, including margin expansion initiatives.
• Manage contract accounting and risk management.
• Perform monthly reconciliations, month-end closing, and forecasting.
• Approve invoice billing.
• Support the customer manager with all financial matters related to contracts.
• Manage all internal control department subjects, including coordinating auditor requests and managing the yearly internal control evaluation.

Education & Experience

• Bachelor's degree in Accounting.
• Minimum of 5 years of experience.
• Strong knowledge of Excel and Power BI.
• Proficient oral and written communication skills in both French and English.
• Ability to sustain a high level of pressure in a fast-paced environment.
• Strong project management and leadership skills.
• Adaptable and autonomous with a positive attitude.