Business Analyst

Job Overview:

The Business Analyst (Financial Performance & Analytics) is responsible for analyzing financial and operational data to drive business performance, profitability, and strategic decision-making. The role partners with Operations, Finance, Account Management, and executive leadership to provide actionable insights, identify trends, develop forecasts, and support performance improvement initiatives.

The ideal candidate combines financial acumen, analytical expertise, and business intelligence capabilities to translate complex data into meaningful recommendations that enhance operational efficiency, revenue growth, and margin performance. The role may also support process improvement, reporting enhancements, and business initiatives through structured analysis, documentation, and stakeholder collaboration.

Duties and Responsibilities:

Financial Performance Analysis

Analyze revenue, expenses, gross margin, contribution margin, and profitability across accounts, business units, and service lines.
Develop and maintain financial models to support budgeting, forecasting, and long-range planning.
Monitor key financial performance indicators and identify risks, opportunities, and emerging trends.
Conduct variance analysis comparing actual results against budgets, forecasts, and prior periods.
Evaluate account profitability and recommend actions to improve financial performance.
Support pricing analyses, business case development, and investment evaluations.
Business Intelligence and Reporting

Design, develop, and maintain dashboards, scorecards, and executive reports using business intelligence tools.
Consolidate data from multiple systems to create comprehensive financial and operational performance reporting.
Develop or improve automated reporting solutions to increase efficiency, consistency, and data accuracy.
Present financial insights, trends, and recommendations to management and operational leaders.
Establish and maintain consistency in reporting definitions, metrics, and methodologies.
Operational Performance Support

Partner with Operations teams to analyze productivity, labor utilization, service delivery costs, and operational key performance indicators (KPIs).
Identify opportunities for cost reduction, process optimization, productivity improvement, and revenue enhancement.
Conduct root-cause analysis of performance gaps and develop data-supported corrective action recommendations.
Support continuous improvement initiatives through quantitative analysis and performance measurement.
Assess operational data and process information, including relevant service levels, staffing assumptions, and productivity measures, when evaluating business performance.
Forecasting and Planning

Support annual budgeting and quarterly forecasting processes.
Develop predictive models and scenario analyses to inform business planning and strategic decisions.
Assess the financial impact of operational changes, new business opportunities, and client growth initiatives.
Track performance against financial targets and communicate variances, risks, and potential corrective actions.
Strategic and Business Analysis

Perform market, client, and competitive analyses to support business growth strategies.
Assist with strategic business plans, account growth initiatives, and evaluation of new opportunities.
Support mergers, acquisitions, expansions, and major operational projects through financial and business evaluation, as assigned.
Prepare clear, decision-oriented presentations, reports, and recommendations for leadership.
Gather requirements and collaborate with stakeholders to clarify business questions, analytical needs, assumptions, and desired outcomes.
Data Governance and Process Improvement

Promote data quality, integrity, and consistency across reporting platforms and source systems.
Identify opportunities to improve reporting processes, controls, analytical methods, and documentation.
Document reporting procedures, financial models, metric definitions, assumptions, and relevant business processes.
Support system implementations, upgrades, and business intelligence initiatives, including testing and validation of reports and data where appropriate.
Maintain appropriate confidentiality and handle financial, client, and operational information responsibly.
Project and Stakeholder Collaboration

Coordinate with Finance, Operations, Account Management, Sales, IT, and other stakeholders to obtain information and deliver analysis.
Manage multiple analyses and deliverables, prioritizing work according to business needs and deadlines.
Communicate findings in a clear, practical manner for audiences with varying levels of financial and technical knowledge.
Follow up on agreed actions and help evaluate whether implemented recommendations achieve intended results.

Competencies:

Strong financial and analytical judgment, business acumen, and strategic thinking.
Excellent problem-solving, critical-thinking, and root-cause analysis skills.
Strong attention to detail and commitment to data accuracy, quality, and consistency.
Ability to translate complex financial and operational information into actionable business recommendations.
Effective written, verbal, presentation, listening, and interpersonal communication skills.
Ability to build collaborative working relationships and influence decisions through facts and analysis.
Strong organization, planning, and prioritization skills; able to manage competing priorities and deadlines.
Results-oriented, accountable, proactive, and committed to continuous improvement.
Adaptability and sound judgment when working with ambiguity, changing priorities, or incomplete information.
Integrity, professional conduct, discretion, and ability to maintain confidentiality.

Qualifications and Education Requirements:

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Data Analytics, or a related field. MBA, MS Finance, CPA, CMA, or related certification preferred.
Experience supporting operational and financial decision-making in a corporate environment.
3–7 years of experience in financial analysis, business analytics, financial planning and analysis (FP&A), operations finance, or business intelligence.
Experience working with large datasets, financial modeling, and performance reporting.
Experience in service industries, outsourcing, facilities management, workplace services, or business services preferred.
Advanced proficiency in Microsoft Excel, including PivotTables, Power Query, financial models, and data analysis.
Advanced knowledge of Power BI, Tableau, or similar business intelligence platforms.
Experience with enterprise resource planning (ERP) and financial systems.
Familiarity with SQL, database concepts, data visualization, and reporting automation.
Experience using AI-enabled analytics or forecasting tools preferred.
Applies basic research, information gathering, and analytical skills to:
Select appropriate alternatives from defined options
Collect required documentation and verify conformance with standards
Assess the accuracy of detailed information
Positive attitude, ability to work well and fast under pressure, exceptional customer service attitude.
Ability to be comfortable with uncertainty; ability to be flexible to accommodate changing priorities and timelines.

Physical Demands:

Ability to sit for extended periods while performing computer-based work, participating in meetings, and reviewing reports or other documentation.
Ability to use a computer, keyboard, mouse, telephone, and other standard office equipment to perform routine job duties, including repetitive hand and wrist movements.
Ability to see and review information on computer screens and in printed materials, including close vision, distance vision as needed, and the ability to adjust focus.
Ability to distinguish colors and differences in color, shades, brightness, and contrast when reviewing charts, dashboards, reports, and other visual information.
Ability to hear and understand spoken information in person, over the telephone, and during virtual meetings, with or without reasonable accommodation.
Ability to communicate verbally in a clear and understandable manner in person, over the telephone, and during virtual meetings.
Ability to read, comprehend, analyze, and accurately enter detailed numerical and written information.
Ability to use fine motor skills and manual dexterity to operate office equipment and handle routine work materials.
Ability to occasionally stand, walk, or move within an office or client site as business needs require.
Ability to travel periodically when required by business needs.
Work is generally performed in a hybrid or office-based environment and may involve prolonged computer use and repetitive tasks.