Business Analyst (Finance)

Job Description

We are seeking a highly analytical and operations-focused Business Analyst to join our team. This role blends strategic analysis, case management, and service operations, with a strong emphasis on resolving complex cases and driving continuous improvement.

You will act as a key bridge between vendor teams and internal stakeholders, ensuring operational efficiency while leveraging data-driven insights to optimize performance. This position requires a balance of deep analytical work and front-line operational support in a fast-paced environment.

Key Responsibilities

Operations & Case Management

• Independently manage and resolve complex cases related to dealmaking, contracting, and billing systems.
• Act as the primary liaison between vendor teams and internal sales/customers.
• Deliver timely and high-quality case resolution while maintaining strong stakeholder communication.
• Host office hours and provide consultation support to internal teams.
• Identify recurring service gaps and proactively design solutions.

Data Analysis & Insights

• Analyze large and complex datasets to uncover trends and actionable insights.
• Develop and track key metrics for case performance and operational efficiency.
• Perform Root Cause Analysis (RCA) on operational discrepancies and recommend improvements.
• Support business case development and strategic decision-making through data.

Vendor & Service Management

• Collaborate closely with vendor teams to ensure service quality and issue resolution.
• Drive continuous service improvement through structured feedback and analysis.
• Design and implement workflows, tools, and resources to address recurring operational challenges.

Process Improvement & Strategy

• Identify opportunities to optimize business performance and execution.
• Support cross-functional initiatives aligning business objectives with operational systems.
• Contribute to building scalable processes and internal knowledge resources.

Ad-hoc & Leadership Support

• Provide data analysis and reporting support for leadership and stakeholders.
• Respond to ad-hoc requests with timely, accurate insights and recommendations.

Minimum Qualifications & Requirements

• Proven experience in a case management environment, particularly supporting dealmaking, contracting, or billing systems.
• Strong experience conducting Root Cause Analysis (RCA) on operational issues.
• Demonstrated expertise in vendor management and service creation, including designing workflows and operational resources.
• Ability to independently manage tasks while collaborating across teams.

Technical Skills

• Proficiency in SQL (preferred) or willingness to learn.
• Experience with data visualization tools (e.g., Tableau, Power BI, or similar).
• Familiarity with ERP/Billing systems, especially Salesforce.
• Strong Excel and data manipulation skills.

Core Competencies

• Strong analytical and problem-solving mindset.
• Excellent stakeholder management and communication skills.
• Ability to balance deep analytical work with front-line operational support.
• Strong project management and organizational capabilities.
• Business and operational acumen with a focus on continuous improvement.
• Effective storytelling and presentation of data insights.