Business Analyst / Financial Analyst

Job Summary

We are seeking a Business Analyst / Financial Analyst with 1–3 years of experience to support business planning, financial analysis, reporting, and operational decision-making. The role will be responsible for analyzing business and financial data, developing reports and models, monitoring key performance indicators, identifying trends and variances, and providing actionable insights to business and finance stakeholders.

The ideal candidate will have strong analytical and problem-solving skills, experience working with financial and operational data, and the ability to translate business requirements into effective analytical and reporting solutions.

Responsibilities

• Analyze business and financial data to identify trends, patterns, opportunities, and potential risks.
• Prepare financial and operational reports for management and business stakeholders.
• Perform budgeting, forecasting, variance analysis, and financial performance analysis.
• Analyze revenue, expenses, costs, profitability, and key business metrics.
• Develop and maintain financial models, reports, dashboards, and performance trackers.
• Use Advanced Excel and SQL to collect, organize, analyze, and validate data.
• Develop dashboards and visualizations using Power BI, Tableau, or similar tools.
• Analyze financial statements, including P&L, balance sheet, and cash flow information.
• Support monthly, quarterly, and annual reporting and forecasting activities.
• Gather and document business requirements from stakeholders.
• Translate business requirements into functional requirements, reports, and analytical solutions.
• Identify gaps in existing business processes and recommend process improvements.
• Conduct ad-hoc analysis to support strategic and operational decisions.
• Monitor KPIs and provide explanations for significant changes or variances.
• Work with cross-functional teams including Finance, Operations, Sales, Marketing, and IT.
• Prepare presentations and communicate analytical findings to management.
• Support UAT, data validation, and implementation of reporting or business solutions.
• Maintain accurate documentation of requirements, processes, reports, and analytical methodologies.
• Identify opportunities to improve reporting, automate manual processes, and increase operational efficiency.

Qualifications

• 1–3 years of experience in Business Analysis, Financial Analysis, Data Analysis, Business Intelligence, or a related field.
• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Computer Science, Information Systems, or a related discipline.
• Strong knowledge of Microsoft Excel, including PivotTables, lookups, formulas, and data analysis.
• Experience with SQL for data extraction and analysis.
• Experience with Power BI, Tableau, or similar business intelligence tools.
• Understanding of financial statements, budgeting, forecasting, and variance analysis.
• Experience working with business requirements and stakeholder needs.
• Strong analytical, problem-solving, and critical-thinking skills.
• Ability to interpret complex data and communicate findings clearly.
• Strong attention to detail and ability to manage multiple priorities.

Preferred Qualifications

• Experience with financial modeling and forecasting.
• Knowledge of P&L, Balance Sheet, and Cash Flow analysis.
• Experience with ERP or financial systems such as SAP, Oracle, or NetSuite.
• Familiarity with Jira, Agile, or Scrum methodologies.
• Experience with requirements documentation, BRDs, FRDs, user stories, and UAT.
• Working knowledge of Python or other data-analysis tools.
• Experience with process improvement and automation.
• Knowledge of business intelligence and data visualization practices.