Job Description
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.
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