Business Analyst - Financial Systems & ForecastingOverviewThis role serves as the bridge between Finance stakeholders and Engineering, translating business requirements into technical specifications, coordinating system enhancements, and ensuring forecasting models are successfully implemented and validated.
The ideal candidate has experience working with financial systems, business process analysis, and enterprise planning tools. They are comfortable gathering requirements, analyzing data, managing user acceptance testing (UAT), and partnering with technical teams to deliver scalable solutions that improve financial planning and reporting.
Key Responsibilities- Gather and document finance reporting requirements from business stakeholders and translate them into detailed technical specifications.
- Partner with engineering teams to design, build, test, and deploy enhancements to the financial forecasting platform.
- Define data requirements, identify gaps between business processes and system capabilities, and recommend scalable solutions.
- Create wireframes and recommend user interface improvements that simplify forecasting workflows and reporting.
- Develop and execute User Acceptance Testing (UAT) plans to validate forecasting models and ensure financial accuracy prior to production releases.
- Document business rules, calculation logic, data lineage, and forecasting model requirements.
- Investigate reporting discrepancies by tracing issues through data pipelines and system calculations to determine root causes.
- Collaborate with Finance, Engineering, Data Science, and Data Engineering teams to improve platform validation and reporting accuracy.
- Manage the engineering enhancement backlog, prioritizing work based on business needs and coordinating implementation efforts.
- Support continuous process improvements that enhance forecasting accuracy, reporting capabilities, and operational efficiency.
Required Qualifications- Bachelor's degree in Business, Finance, Information Systems, Computer Science, or a related field.
- 4-6 years of experience as a Business Analyst or Systems Analyst supporting financial systems or enterprise planning platforms.
- Experience translating business requirements into technical specifications for development teams.
- Strong business process analysis and workflow design experience.
- Advanced Microsoft Excel skills, including complex formulas, pivot tables, scenario analysis, and financial modeling.
- Working knowledge of SQL for data validation, analysis, and troubleshooting.
- Experience planning and executing User Acceptance Testing (UAT).
- Excellent written and verbal communication skills with the ability to work across technical and business teams.
Preferred Qualifications- Experience with enterprise planning platforms such as TM1, Planning Analytics, or Apliqo.
- Familiarity with ETL processes and data warehouse technologies.
- Knowledge of financial planning and analysis (FP&A), forecasting, budgeting, and variance analysis.
- Experience supporting subscription-based, media, or technology organizations.
Top Skills- Business Analysis & Requirements Gathering - Experience translating complex business requirements into technical solutions and driving system improvements.
- Advanced Excel & Financial Analysis - Strong proficiency with financial modeling, scenario analysis, pivot tables, and advanced Excel functionality.
- SQL & Data Validation - Ability to query, validate, and troubleshoot data while supporting UAT and ensuring reporting accuracy.
Success ProfileSuccessful candidates are analytical, detail-oriented professionals who enjoy bridging the gap between Finance and Technology. They excel at gathering requirements, improving business processes, and ensuring financial systems deliver accurate, reliable data. Strong communication skills, problem-solving abilities, and experience managing cross-functional initiatives are essential for success in this role.
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