Business Analyst I
3-5 yrs. (Analyst), 5 -7 yrs. (Business Analyst I & II), 7-9 yrs. (Finance Lead I), & 9-12yrs. (Finance Lead II)
FP&A: Analyst / BA I & II / FL I / FL II (Level 7 & Above)
Position Purpose—Specific Description
Must be able to interpret complex contract terms
Able to unpack deal model and enter deal model data into financial tools and tie deal model info back to signed contracts
Create calc tools/forecast files based on client contracts
Maintain SLA Calculations
Aid in contract renewal discussions
Forecasting and Annual Budgeting
Responsible for developing & implementing monthly baseline operating plan at the beginning of each year (Detailed Bottoms-up Plan))
Responsible for executing forecasting process on a monthly basis for revenue and estimated Variable Margins.
Manage forecasts for Contract Terms (not just individual fiscal years) and meet all quarterly forecast and annual Plan deadlines.
Month End Process
Manage month end close, working closely with revenue assurance group as needed, tasks include but not limited to:
Validate Revenue is submitted accurately
Project forecast updates for R&Os
Able to use Workday & Adaptive Insight to create and maintain P&L reports for Client/BU Lead review
Ad hoc P&L reporting as needed
Present financial data to the Business
Able to provide detailed, concise analysis on client P&Ls, reporting, and pricing to guide client teams and Client execs on driving improved margins.
Analyst in this position is highly independent and requires only minimal supervision.
Education, Certifications, and Work Experience
BBA, B.Com., MBA Finance, ICWA, CA, CFA, CA inter.
3+ years of finance experience working in a financial analyst role
Experience in Corporate FP&A analysis a plus
Knowledge Base Required
Strong business acumen, e.g. ability to interpret, evaluate and apply financial data/information to business decisions
Proficiency in financial analysis and financial models
Technical Competencies and Skills Required
Strong analytical and problem-solving skills
Strong communication skills (written and verbal)
Ability to consult effectively with senior level managers and clients on various financial issues, while
Detail-oriented, organized and capable of prioritizing workload to complete multiple tasks and meet aggressive deadlines
Ability to work independently and apply sound judgment
Ability to work collaboratively and cooperatively as a member of a team
Strong project management skills including the ability to plan, organize, and control activities, and direct and coordinate people to meet tight deadlines
Ability to identify and drive process improvements
Proficient in Microsoft Office, Windows, Excel (Knowledge of VBA and Macros a plus) and PowerPoint
Experience with financial systems. Workday and Adaptive Insight a big plus