Financial Business Analyst
About the position
Financial Business Analyst Overview We are seeking a highly analytical and detail-oriented Financial Business Analyst with strong financial acumen to support business operations and strategic initiatives. This role requires expertise in business analysis, financial processes, and data-driven decision-making. The ideal candidate is a strong communicator, thrives in a collaborative environment, and can translate complex financial and operational needs into actionable insights. This is a hybrid role based in the Chicago area , requiring candidates to be local and work onsite four (4) days per week .
Responsibilities
• Serve as a primary liaison between business stakeholders, finance teams, and technical teams.
• Gather, validate, and document business and functional requirements across finance, operations, and reporting.
• Analyze financial data to identify trends, risks, and opportunities, providing actionable insights to leadership.
• Translate business needs into clear functional requirements, user stories, and process documentation.
• Support project planning activities, including scope definition, timelines, and deliverables.
• Conduct user acceptance testing (UAT), regression testing, and change impact assessments.
• Create and deliver end-user training, release notes, and reference documentation.
• Provide ongoing system support and troubleshooting in collaboration with finance, operations, and IT teams.
• Partner closely with finance stakeholders to improve processes related to budgeting, forecasting, and reporting.
• Participate in Agile ceremonies and follow established project management methodologies.
Requirements
• 5–8 years of experience in Business Analysis, Financial Analysis, or related roles.
• Strong financial acumen , with a deep understanding of financial concepts, reporting, and business drivers.
• Experience supporting finance functions such as billing, accounts receivable/payable, general ledger, and forecasting .
• Proficiency in SQL for data validation, analysis, and troubleshooting.
• Proven experience with requirements gathering, process mapping, documentation, and testing.
• Excellent client-facing and communication skills, with the ability to present insights and recommendations clearly.
• Ability to manage multiple priorities in a fast-paced, project-based environment.
• Strong analytical, troubleshooting, and problem-solving skills.
• Experience working cross-functionally with finance, operations, IT, and external stakeholders.
• Familiarity with Agile methodologies and tools such as Confluence or Azure DevOps (ADO).
• Experience with reporting tools and data visualization platforms.
• Must be based in the Chicago area and able to work onsite four (4) days per week .
• This is a hybrid position .
• Must be authorized to work in the United States without current or future sponsorship.
Nice-to-haves
• Experience with Elite 3E , including reporting and functional configuration.
• Experience with Salesforce (reports, objects, workflows, integrations).
• Prior consulting experience.
• Exposure to system migrations, data conversions, or major ERP upgrades.
Apply tot his job
Apply To this Job
Financial Business Analyst Overview We are seeking a highly analytical and detail-oriented Financial Business Analyst with strong financial acumen to support business operations and strategic initiatives. This role requires expertise in business analysis, financial processes, and data-driven decision-making. The ideal candidate is a strong communicator, thrives in a collaborative environment, and can translate complex financial and operational needs into actionable insights. This is a hybrid role based in the Chicago area , requiring candidates to be local and work onsite four (4) days per week .
Responsibilities
• Serve as a primary liaison between business stakeholders, finance teams, and technical teams.
• Gather, validate, and document business and functional requirements across finance, operations, and reporting.
• Analyze financial data to identify trends, risks, and opportunities, providing actionable insights to leadership.
• Translate business needs into clear functional requirements, user stories, and process documentation.
• Support project planning activities, including scope definition, timelines, and deliverables.
• Conduct user acceptance testing (UAT), regression testing, and change impact assessments.
• Create and deliver end-user training, release notes, and reference documentation.
• Provide ongoing system support and troubleshooting in collaboration with finance, operations, and IT teams.
• Partner closely with finance stakeholders to improve processes related to budgeting, forecasting, and reporting.
• Participate in Agile ceremonies and follow established project management methodologies.
Requirements
• 5–8 years of experience in Business Analysis, Financial Analysis, or related roles.
• Strong financial acumen , with a deep understanding of financial concepts, reporting, and business drivers.
• Experience supporting finance functions such as billing, accounts receivable/payable, general ledger, and forecasting .
• Proficiency in SQL for data validation, analysis, and troubleshooting.
• Proven experience with requirements gathering, process mapping, documentation, and testing.
• Excellent client-facing and communication skills, with the ability to present insights and recommendations clearly.
• Ability to manage multiple priorities in a fast-paced, project-based environment.
• Strong analytical, troubleshooting, and problem-solving skills.
• Experience working cross-functionally with finance, operations, IT, and external stakeholders.
• Familiarity with Agile methodologies and tools such as Confluence or Azure DevOps (ADO).
• Experience with reporting tools and data visualization platforms.
• Must be based in the Chicago area and able to work onsite four (4) days per week .
• This is a hybrid position .
• Must be authorized to work in the United States without current or future sponsorship.
Nice-to-haves
• Experience with Elite 3E , including reporting and functional configuration.
• Experience with Salesforce (reports, objects, workflows, integrations).
• Prior consulting experience.
• Exposure to system migrations, data conversions, or major ERP upgrades.
Apply tot his job
Apply To this Job