Role Overview
As a Business Analyst within our Financial operations team, you will focus on executing high-impact analytical outcomes, managing complex data sets, and driving data-driven insights that tangibly improve business performance. This role sits at the intersection of strategic data analysis and front-line operational excellence.
You will have a heavy emphasis on Case Management and Service Management, serving as the primary link between vendor teams and internal sales customers. Under the guidance of senior leadership, you will resolve complex cases, host office hour consultations, and close service gaps by architecting the workflows and resources that keep the organization running efficiently. Utilizing your mastery of data analysis and vendor management, you will drive Root Cause Analysis (RCA) and lead continuous service improvement initiatives.
Key Responsibilities
Case & Service Management
- Act as Primary Liaison: Serve as the core link between external vendor teams and internal sales customers to resolve complex operational cases.
- Front-Line Support & Consultation: Independently manage and answer complex cases while hosting office hour consultations for internal stakeholders.
- Process Optimization: Identify recurring service gaps and design new resources, workflows, and services to close them, driving continuous service improvement.
Data Analysis & Insights
- Conduct Strategic Analysis: Identify, evaluate, and recommend ways to optimize business performance and deliver best-in-class execution within the FinOps function.
- Root Cause Analysis (RCA): Manage large, complex data sets to execute thorough RCAs on operational and billing discrepancies.
- Metrics & Reporting: Architect operational metrics, track case health, and synthesize data to create insightful, persuasive business reports and dashboards for leadership and clients.
- Ad-Hoc Support: Provide general data-oriented support and quick-turnaround analyses to group or area leaders upon request.
Collaboration & Strategy
- Cross-Team Initiatives: Support projects aimed at implementing internal and external integrations between business objectives and backend systems.
- Market & Product Evaluation: Help evaluate new market, product, or business-unit-wide opportunities to drive cross-team collaboration.
- Stakeholder Management: Exceptionally manage stakeholder expectations in a fast-paced environment, perfectly balancing "deep work" analysis with "front-line" case support.
Minimum Qualifications & Requirements
Experience & Technical Skills
- Case & System Experience: Proven track record in a case management environment supporting dealmaking, contracting, and billing systems. Experience with ERP/Billing systems and Salesforce is highly preferred.
- Vendor Management: Demonstrated experience in vendor management and service creation, including the ability to independently design workflows.
- Data & Analytics: Proficient in data analysis, synthesis, and experimental design. SQL proficiency and experience with data visualization/dashboarding tools are highly preferred (or a strong capacity to learn quickly to track case metrics).
Core Competencies
- Statistical & Analytical Mindset: Strong data judgment with the ability to manage complex datasets and execute thorough RCAs.
- Consultative & Storytelling Skills: Ability to turn complex data into a persuasive narrative for clients and internal leaders.
- Project Management & Business Operations: Solid understanding of business operations and the project management skills required to drive cross-functional strategy.
